Super Admin

Can access and edit everything.

Admin

Can access and edit everything except:

Journeys, unless assigned as a Manager
Programs that do not contain their specified Department label
People => User profile => Unable to access Documents and Surveys sections unless explicitly granted access
Resources => add new resources
Settings: Cannot access the following:
- Organization
- Company Wide Notification
- Custom Fields
- Permissions
- Integrations

Member

Can access:

Tasks
People => User profile => Limited view of other people in the organization unless explicitly granted access to see Documents and Surveys
Resources
Settings => Profile and Personal Notification settings only

User Profile Permission Settings

In a User's profile > Permissions, Super Admins can manage access levels. This includes granting or restricting visibility to the user's Documents and Surveys sections.

Permission Settings

In Settings > Permissions, Super Admins can change what profile fields, including custom labels, can be seen by Members, Admins, and Super Admins:

Anything labeled as Super Admin will be visible to only Super Admins
Anything labeled as Admin will be visible to Admins and Super Admins
Anything labeled as Member will be visible to Members, Admins, and Super Admins

Admins will be unable to see the Permissions tab in their settings. In other people's profiles, Admins will only see what they are permitted in the Permissions settings.

Both Admins and Members will be able to see all their fields in their own profile, but will be unable to change unless given the proper permission to do so.

Members will see a custom view of others' profiles instead of custom fields.

Add User

Go to People screen
Click Add People
Add User’s email
Select the access level

Change User Access

Go to People screen
Select the user
Go to Permissions tab
Chose the desired access level

4. Click Save

Frequently Asked Questions

Q: If a Member is assigned as a Manager to a journey, can they view it?
No.

Q: If an Admin is assigned as a Manager to a journey, can they view it?
Yes. Admins will be granted access to view the Journeys they're assigned as a Manager to.

Q: As an Admin, which programs can I view?
As an Admin, you will be able to view programs with your Department Label. Ex: Admins in the Sales department will be able to view programs with the Sales label.

Q: What Permissions do Birthdates have?

By default, the year of birthdates are set to Hide Year . In Settings, only the user themselves can change their own Birthdate Visibility to Hide Birthday.