The permissions editor screen allows you to assign permissions to other users by allocating them ‘Roles/Permission Groups’ (With pre-determined permissions) within the system or assigning permissions specifically.

Page settings

The settings bar at the top of the page contains the following action buttons;

	Create a group	Allows you to create a new Role/Permission Group
	Clone Role	Allows you to clone a Role/Permission Group
		Makes the ‘Permission Groups’ field show either All/Active or Inactive Roles/Permission Groups.
	Save	Clicking here saves all changes to the page.

Defaults

The default options in the Permissions Groups area are

Agent Role - Grants access to the Agent application with most features available.

API Access Role - Role for live data push onto Max

Manager Role - Grants access dashboards, real-time displays, and list management.

QA Role - Grants access to the QA parts of the system but information is restricted to their team.

Sys Admin - Highest access level available. Grants access to all applications and areas.

Team Leader Role - Grants access dashboards, real-time displays, and list management but restricts changes to campaigns, teams, and users in their team.

For more on these, see this guide.

Creating a new role/group

1	Click create new group in the top left of the page.
2	Rename the role and add the users you require (If you are yet to create a user, go to the CTU and add your users).
3	Customise the roles settings. Role Type - This allows you to arrange your roles into certain groupings. Password policy - If you have any setup via the Plans page, you can assign them to the role here. Filter Data – Checking this will only allow you to view campaigns/lists/recordings based on the team you are in. Filter Lists to Permissions – On a dashboard, you can only see lists for running campaigns that user is part of.
4	Select the permissions you would like the role to have by ticking the relevant boxes.
5	Ensure you hit save before navigating from the page.

Assigning Roles/Permission Groups

Clicking on a ‘Permissions Group’ on the left of the page will show the users assigned to that group in the ‘Users in Group’ area. Clicking the + symbol will add the user to the group and clicking  the - symbol will remove the user from the group.

Clicking on a user will result in a star symbol being displayed next to each ‘Permission Group’ or ‘Role’ that user is assigned to.

Note - Having people in multiple permission groups can result in conflicting permission issues. It is recommended to only have one permission group on a user.

Permission Settings

Clicking on a Role/Permission Group will result in the Permission Settings being displayed on the right-hand side of the page.

Role Name – This displays the name of the Role/Permission Group which can be edited on an existing Role.  When creating a new role this will be blank.

Active Tick Box – Make the Role/Permission Group Active/Inactive

Description – Provides a description of the Role/Permission Group.

Role Type - This allows you to arrange your roles into certain groupings.

Password policy - If you have any setup via the Plans page, you can assign them to the role here.

Filter Data – Checking this will only allow you to view campaigns/lists/recordings based on the team you are in.

Filter Lists to Permissions – On a dashboard, you can only see lists for running campaigns that user is part of.

Below these options are all the permissions available.  They can be checked or unchecked to activate/deactivate the permission for the user. 

Once Roles/Permission Groups have been created/amended, you must click the save button to save the changes.

Next step - Permissions and their meanings