Migration to the new user management setup
We're revisiting the user management system along with the roles and privileges setup. With the new setup, we've introduced a couple of new default roles and have altered certain privilege restrictions to make the user management more effective.
Major differences between the old and new user management system includes:
- Self / Others option will be removed. If you have access to any module, you can access both your and other users' data from that module but with minimum privileges (Create, Edit, Delete, Access/View) in all the modules.
- The tab visibility option will be removed. You can view all tabs irrespective of your privilege associated with the concerned module.
- Integrations will be moved to organization level. Only users with the Admin role can integrate with different services, and only one integration per service will be permitted.
- Sender address can be added by any user. It can be deleted if they have the privilege in that module.
How to migrate to the new user management setup?
- Click Switch Now from the Dashboard alert.
- Read through all the changes that will happen in the latest version carefully to be prepared. Click Continue.
- Click the tab in the popup to read about how the existing roles will be migrated. Your existing roles will be migrated to the new setup. Read about the switch to new default roles, then click Continue.
Note: Existing custom roles will be migrated to the new user management setup with privileges similar to their respective roles. - Click Switch Now to begin migration. You cannot revert to the old setup after the switch.
Roles and corresponding privileges for the default roles in the default workspace
Let's take a look at the various default roles and exact privilege of each default role in the new user management setup.
Read this to know about the organization level roles. Workspace Admin
This role refers to the workspace's administrator. Workspace Admins can perform all actions in the workspace, including inviting new users from the organization to their workspace, sending campaigns, setting up integrations, and email authentication. They have access to every object created by every user in a workspace, and can define privileges for custom roles within their workspace.
Manager
This role refers to users who have access in a selected workspace.They can perform certain actions within the workspace. Invite and remove users within the workspace, create and send campaigns, import contacts, and view reports.
Editor
This role refers to users who have access to perform few specific tasks within the organization. They can create, edit, and delete campaigns and templates, and view reports.
Viewer
This role has the most limited access to the organization. They can view reports within the assigned workspace but cannot perform any other actions. This could be suitable to give limited access to share holders who want to view the reports but aren't directly involved in any other process within the product.
Read this for a detailed explanation of roles, privileges and Control Options and Associated operations in modules.
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