User Roles
The Role of a User determines what the user can and cannot do within the CrossEngage platform. To see your role, you can click on your profile picture in the top right corner, and go to your Profile. Administrators can also choose roles for other app users.
Go to
Settings -> User Roles. Here you can see a summary of the 6 Standard User Roles, and number of Users in each Role. Click on any role to see its description, and permissions granted to the role.
Permissions for the User Role "Administrator"
Administrator has full control over the Campaigns and User Segments tabs. It is the only role enabling you to see the Settings tab and make changes within it.
Campaign Manager has a full control over the Campaigns and User Segments tabs. As a campaign manager you can, for example, create or edit segments and create, edit and activate campaigns.
Campaign Manager (No PII) has the same abilities as the Campaign Manager, however without being able to see the personally identifiable information of your customers. For example, you will not be able to see the list of the people in your segments, just their total number.
Restricted Campaign Manager can create and edit segments and create and edit campaigns, however, cannot activate campaigns. This is the only distinction between this role and the full-fledged Campaign Manager.
Analyst can read all campaigns and segments, but cannot edit or create them. This role is meant for users that are interested in performance and reporting, but do not need to set up campaigns or segments themselves.
Analyst (No PII) has the same abilities as Analyst, however without being able to see the personally identifiable information of your customers.
An Overview for Permissions for standard User Roles
Last modified 2mo ago