The application suggests, by default, 11 groups of permissions based on the most popular modules or the most generic for users. Here are the details of these default permissions:

Group name
What the user CAN DO
What the user CANNOT DO
Administrator
Full access to the Dialog Insight application
Everything is accessible to him/her - Avoid providing this access when you don't want the person to access configuration aspects or for security reasons.
Contact - Administrator
Full access to Contact app


This person will have an administrator view of all contact modules, but will not see survey, content, activity or account management.


*Note that Content and Activity are outdated modules that do not appear in most or all accounts.


Contact - Message management
  • Create messages
  • Create campaigns
  • Create groups
  • View contacts
  • View statistics
  • Edit configuration

  • Add/edit/delete contacts

  • Send messages

Contact - Message management and mailing
  • Create messages
  • Send messages
  • Create campaigns
  • Create groups
  • View contact profiles
  • View statistics
  • Edit configuration

  • Add/edit/delete contacts

Contact - Contact management
  • View contact profiles
  • Add/edit/delete contacts
  • Export contacts
  • Modifier la configuration
  • Create messages
  • Send messages
  • Creates campaigns
  • Create groups
  • View statistics
Contact - Statistics
  • View statistics
  • Edit configuration
  • Create messages
  • Send messages
  • Create campaigns
  • Create groups
  • View contact profiles
  • Add/edit/delete contacts
  • Export contacts
Contact - Configuration
  • Edit configuration
  • Create messages
  • Send messages
  • Create campaigns
  • Create groups
  • View statistics
  • View contact profiles
  • Add/edit/delete contacts
  • Export contacts
Content - Administrator
Full access to Content

Survey - Administrator
Full access to Survey

Full access to Survey
  • Create/edit/delete surveys

  • View reports

  • Create survey categories

  • Manage automated data extracts

Survey - Reports
  • View reports
  • Create survey categories
  • Manage automated data extracts
  • Create/edit/delete surveys