Available in Element Core. See our packages overview for details.
Overview
Permissions are how you grant your internal users access to specific modules in Element451. Different permissions control different aspects of each module. Some Permissions are "administrative," meaning they can control the entire module. Other Permissions are more specific, allowing access to or editing only certain module aspects.
Permission Groups are collections of individual permissions. Users in a permission group have all permissions assigned to that group.
Permissions can't be added to users on an individual basis. You must assign users to a System Permission Group or a Custom Permission Group.
Accessing Permission Groups
In the top right of your screen, locate and click your user profile image or icon.
Hover your cursor over Settings.
Select Manage Users.
From the left navigation menu, click Permission Groups.
Types of Permission Groups
System Permission Groups
System Permission Groups are pre-configured and set by Element451 and provided by default in your Instance. System Permission Groups cannot be edited; you can only add or remove users.
List of System Permission Groups
List of System Permission Groups
Permission Group Name | Individual Permissions Included |
Api451 User | None |
App451 Administrator | Administer Applications |
App451 User | Access App451 |
Appointment451 Administrator | Administer Appointments |
Appointment451 User | Appointments User |
Bolt Discovery Administrator | Administer Bolt Discovery |
Bolt Discovery User | Access Bolt Discovery |
Campaign451 Administrator | Administer Communications |
Campaigns451 User | Access Campaigns |
Conversations Administrator | Administer Conversations |
Conversations User | Access Conversations451 |
Custom Fields Manager | Administer Custom Fields |
Data Manager | Administer Documents |
Decision451 Administrator | Access Decision Overview |
Decision451 Reports User | Access Decision451 |
Decision451 User | Access Decision Overview |
Delete all users in segment | Delete all segment users |
Element451 Administrator | All permission included |
Event451 Administrator | Administer Event Attendees |
Event451 User | Administer Event Attendees |
Insights Access All Dashboards | Access General Dashboard |
Internal Users | Access Dashboards |
Journeys Administrator | Manage Journeys |
Journeys User | View Journeys |
Labels Manager | Administer Labels |
Manage Profiles | Administer Profiles |
Organizations Administrator | Administer Organizations |
Page451 Administrator | Access Pages |
Payment Gateways Administrator | Payment Gateways Administrator |
Prospect451 Administrator | Administer Organizations |
Segments Administrator | Edit Segments |
SFTP Administrator | SFTP Administrator |
Site451 Administrator | Access Sites |
Surveys Administrator | Administer Surveys |
You can also review the individual permissions assigned to a particular system group by following these steps:
Click your profile picture in the top right corner.
Navigate to Settings > Manage Users > Permission Groups.
Select a Permission Group from the list.
Click Permissions from the left-hand menu. The assigned permissions will contain a check mark by them. Remember, you cannot edit system group permissions, and that is why the checkboxes are grayed out.
Custom Permission Groups
Can't find the right fit among the System Permission Groups? You can create your own Custom Permission Groups to tailor access exactly to your requirements. These groups allow you to select and combine specific individual permissions, offering precise control over what actions users can perform.
Managing a User's Permission Groups
In the top right of your screen, locate and click your user profile image or icon.
Navigate to Settings > Manage Users > Permission Groups
Locate and click on a team member's name.
Click on the Groups & Permissions tab at the top.
Use the checkboxes to assign the user to one or more groups. Remember, Permission Groups determine what actions the user can take.
Changes are saved automatically.
You can also remove users when editing a Permission Group (System and Custom) by using the Users tab in the left-hand menu.
Individual Permissions
Our article, "List and Details of Individual Permissions," provides a detailed overview of permission options for custom permission groups. It can also be helpful when reviewing the permissions within system groups.
Troubleshooting Permission Updates
Please note that it can take up to 60 seconds for permission updates to take effect. If the permission change doesn’t seem to have taken effect, follow these steps:
Wait an additional 90 seconds.
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