Roles and Permissions

Managing Roles 

You can change the role of a teammate by going to Configure > Settings> Team > All Teammates > Click on the drop-down menu and change the role. 

Note: Only the Account Owner and Admin can add, create, edit, change, and delete roles.  

Role Permissions

Each teammate can have a specific role in your Userpilot account. This is useful to control the privileges given to your teammates.

The Roles we provide are as follows:

  1. Account Owner
  2. Admin
  3. Publisher
  4. Analyst
  5. Customizable Role. With this feature, which is only available for the Enterprise plan, you can create a customized role and define the accessibility and limitations of this role according to your preferences. For more information, please check out this document. 

You can view the permissions that each type of role has by clicking on the button View on the right of the screen. We will also mention them in this article.

1. Account Owner 

An Account Owner has access to all features on the Userpilot Web app, such as Dashboards, People, Product, Engagement, Feedback, Analytics and Configure menus.

2. Admin

The Admin also has access to all features. Except the following features within the Configure menu: 

  • Billing and Payments.
  • Manage MFA.
  • Change Role or Remove Organization Admins. 
  • Manage SSO.  

3. Publisher

The Publisher has a lot more limitations than the Account Owner and Admin. A Publisher can access the following:

  • Dashboards:
    • Create and Update System Dashboards
  • Product:
    • Create and Update Features and Events
    • Create and Update Tagged Pages
  • People:
    • Create and Update Segments
  • Engagement:
    • Create and Update Flows/Spotlights
    • Publish Flows/Spotlights
    • Create and Update Checklists
    • Publish Checklists
    • Create and Update New Modules
    • Publish Resource Center
  • Analytics:
    • Create and Update Reports
  • Feedback:
    • Create and Update NPS
    • Publish NPS
    • Manage NPS Tags
    • Create and Update Publish Surveys
    • Publish Surveys
  • Configure:
    • Localization Settings
    • Create & Edit Themes
    • Manage Properties
  1. Analyst

The Analyst is the most limited role. An Analyst can only access the Product and Analytics dashboards.

  • Product
    • Create and Update Features and Events
    • Create and Update Tagged Pages
  • Analytics
    • Create and Update Reports

Activity Logs

Activity logs is a feature that helps you track your teammates on your Userpilot Account. 

Activity logs provide User ID, the Activity the user did, IP Address, and the Date and Time of the activity. 

Note: This feature is available in the Enterprise plan only. 

There are three types of information that will show in the Activity field, including:

  • Signed in 
  • MFA (Mandatory Two-Factor Authentication). 
  • SSO (Single Sign-on). 
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