1: Click on “Settings”
2: Go to the "Users" tab
3: Find the user you'd like to update, and click on the pencil icon located under the Actions column to the right
4: Select from the Role drop-down which access-level you'd like to assign
Role | Description | Use Case |
Admin |
Person involved in nearly all actions around marketing initiatives. Can set up new connections and Import/Export Data where available. |
This role is appropriate for someone whose day-to-day primary job function involves the utilization of delightable. From building campaigns to addressing customer issues. |
Manager | Person Approving User actions or Monitor's actions, may typically include a Franchise Owner |
|
Monitoring User | Person approving User actions, typically an owner of a group of store's User is trusted with editing data |
|
User | No Access to PII Data Limited Access to Download/Export Data |
This role is approrpiate for someone like the CEO/CMO, a person who is not using the product daily but can access reports and easily see a high-level summary of what is going on |