Audience: All customers
Timing: May 30, 2018
In light of changing data protection legislation, we have revisited the level of control over roles and permissions we give to our customers. We have been working closely with some of the world’s largest brands to identify exact needs and have updated the roles available in the Cheetah Experiences Platform accordingly. All users will continue to have a main role but can also be given additional roles for specific features within the platform. We believe this will introduce a greater level of control and flexibility in management of users in your account.
You may have been used to having your Customer Success Manager create new admin users in your account. You CSM will no longer be able to do this for you. However, existing admins in your account will be able to create any additional users you need and we encourage you to use this approach to expanding your team. If you do need assistance in creating new or additional admin users, please contact email@example.com your CSM will be able to request this on your behalf, but please allow at least 24h for this to be completed as we have introduced a new review and approval process when we do this on behalf of customers.
We have also changed the names of the user roles to be more descriptive and introduced additional (optional) roles that can be assigned by an admin to any user regardless of his or her role.
|Admin||The highest role in the hierarchy. It can only be created by another Admin within the account, or by Wayin through a written request. Can perform all actions, including handling personal data.|
|Publisher||Can be created by an Admin or Wayin Support/CSM. Has the right to create, edit and publish/unpublish experiences, as well as create collections with feeds and moderate UGC.|
|Creator||Can be created by Admin or Wayin Support/CSM. Has the right to create and edit campaigns and collections with feeds but won't be able to publish an experience.|
|Insights||The most restrictive role that can be assigned by Admin or Wayin Support/CSM. It will allow users to view Insights and manage analytics.|
|Manage Account Library||Allows user to create new and update existing forms and themes, as well as manage assets in the shared library.|
|Moderate UGC||Allows user to view and moderate entries and social content as well as manage seeded content.|
|View personal data||Allows user to view and moderate entries with personal data in the experience workspace.|
|Export personal data||Allows user to export entries with personal data, review winners and export their data.|
|Manage Winners||Allows user to generate winners, preview a list of winners, export winners and send export to others.|
Admin has all additional roles available assigned by default, while Publisher will have only UGC Moderator role assigned. In the table below you can see which additional roles can be assigned to users by an admin:
|Manage Account Library||✔||optional||optional||optional|
|View personal data||✔||optional||optional||optional|
|Export personal data||✔||optional||optional||optional|
We will migrate your account to the new role structure. Below is a list of old roles with the new roles and permissions assigned:
- Admin => Admin
- User => Publisher
- Moderator => Insights + UGC Moderator (additional role)
- Insights = Insights
What to do if I don’t have the correct user role and permissions?
If you are a Publisher, Creator or Insights user, please talk to your account Admins about your permissions, they will be able to amend your user role. If you are an Admin and need help with your own account, please contact firstname.lastname@example.org