Description of predefined access permissions

Modified on: Thu, 14 Jan, 2021 at 10:38 AM

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 *Note that Content and Activity are outdated modules that do not appear in most or all accounts.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