User permissions
This section is intended to help you decide the level of access or permission to give your Localytics users based on their roles.
In this topic:
Managing user permissions
To access user permissions:
- At the bottom of the left pane, select the ellipsis (...) next to your name to open your account menu.
- Select Settings. The Manage Applications page opens.
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In the menu bar, select Users.
The Manage Users table lists the current and pending settings for Localytics dashboard users in your organization. You can invite new users and assign their permissions.
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Assign permissions at one of two levels:
- Organization-level permissions apply to all applications and platforms included in your Localytics account.
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Application-level permissions are more granular and provide access only to an individual app.
After you set a new user's roles and default permission for apps, they'll receive a confirmation email.
- Change permission assignments, if needed.
Assigning permissions
Need help figuring out which user should get which type and level of permission? A few quick guidelines may help you figure out the correct Localytics permission assignments in your organization:
- Think about the role of an individual—do they need all-encompassing org-level permissions or will they be working on specific tasks within a specific app?
- Be careful when you assign multiple individuals the same permission levels. Make sure they know it's their responsibility to coordinate their Localytics activities if they're working on the same campaigns or apps.
- Use Member and Viewer roles as your default. These are "do no harm" assignments for project stakeholders that provide read-only access. You can always upgrade them if you need to.
Organization-level permissions
Organization-level permissions provide access to all apps within your Localytics account. There are three organization-level roles, each with its own level of access: Admin, Creator, or Member.
- An Admin has access to all actions available within the Localytics dashboard and can add users, remove users, and manage their permissions.
- A Creator is unable to manage other users but is able to perform task-oriented actions: create apps, modify app permissions, share custom dashboards, and bulk upload Profiles.
- A Member has read-only access and is unable to perform any specific actions.
Here's a full breakdown of organization-level permissions:
| Actions | Admin | Creator | Member |
|---|---|---|---|
| Manage settings | ✓ | ||
| Add users | ✓ | ||
| Remove users | ✓ | ||
| Manage default permissions | ✓ | ||
| Create new apps | ✓ | ✓ | |
| View app permissions | ✓ | ✓ | |
| Modify app permissions | ✓ | ✓ | |
| Share custom dashboard | ✓ | ✓ | ✓ |
| Profile bulk upload | ✓ | ✓ | |
| View Localytics API key | ✓ | ✓ |
Application-level permissions
Application-level permissions provide access to manage a particular app. There are three application-level roles: Owner, Marketer, and Viewer.
- An Owner has access and permission to perform all actions for a given app. This includes building and managing audiences, campaigns, and reports. Owners also control the events for filtering data.
- A Marketer has access to create and manage messaging campaigns but can’t create or manage audiences, reports, or events.
- A Viewer is similar to the Member at the organization-level and has read-only access to a limited view of the dashboard functionality.
Here's a full breakdown of application-level permissions:
| Actions | Owner | Marketer | Viewer | No Access |
|---|---|---|---|---|
| View app data | ✓ | ✓ | ✓ | |
| Create or edit attribution campaigns | ✓ | ✓ | ||
| Create/edit marketing campaigns | ✓ | ✓ | ||
| Profile bulk upload | ✓ | ✓ | ||
| Create/export audiences | ✓ | |||
| Modify app settings | ✓ | |||
| Save segment | ✓ | |||
| Create funnel | ✓ | |||
| Event management | ✓ |
Note: The application-level No Access filter allows the user access to only one platform for the application: iOS or Android.
Changing permission assignments
After permissions have been assigned, you can change permissions by app, user, or permission type.
- At the bottom of the left pane, select the ellipsis (...) next to your name to open your account menu.
- Select Settings. The Manage Applications page opens.
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In the menu bar, select Permissions.
In the Manage Permissions table, you can change individual permissions for an app or a Localytics dashboard user.
- Select By App or By User, and then select an item from the drop-down list.
- If you want to modify application-level permissions for several users with the same permission level, select By Permission and then select Owner, Viewer, Marketing, or No Access from the drop-down list.