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Managing roles

Important

Only admins have access to this feature.

A role is a set of permissions that you can assign to any user profile and that determines what this user has access to.

Typically, you create as many roles as needed to ensure only the users of your choice can modify certain campaigns, create coupons, etc.

For example, you can create a role called Customer Support that grants permission to only view campaigns in a single Application.

When you invite a new user, the default role is no access, which means this user has no permissions or access to any Application. As a result, when you get started with Talon.One, we recommend that you create as many roles as you need in your workflow as a security precaution.

Role examples
  • Customer Support: Agent who creates/edits coupons in a single Application
  • Growth Team Admin: Team lead with full access to all Application and developer section.
  • Campaign Manager: Junior who can create campaigns but not activate/launch them.
  • UK Marketing: Access to Application for country-market, can create/activate campaigns.
  • Retail Campaign Manager: View or fully access per business channel.

You can add new roles and assign roles to users at any time. If you need help configuring the right roles for your business, contact your customer success manager.

Access levels

Application permissions

When creating a role, you can define the following access levels for each Application:

Standard access levels:

  • No Access: Cannot access this Application at all.
  • View: Can view but not change campaigns.
  • Create and Edit: Can create and edit all campaigns.
  • Full Access: Can access and edit any area of this Application.
  • Application Admin: Can access and edit any area of this Application and the related tools.

Special access levels:

  • Create and Edit Coupons: Can create and edit coupons in any campaigns in this Application.
  • Draft Campaigns: Can only create and edit inactive campaigns.
  • Custom Access: Has custom access levels for this Application that you can set yourself.

Loyalty program permissions

You can define user access to each loyalty program in your account. You can restrict users and roles to:

  • No Access - Cannot access or view the loyalty program.
  • View - Can only view the loyalty program and its balance.
  • Support - Can add and deduct points for a user.
  • Manager - Can edit the loyalty program and import points, and export its balance.
note

Admins have access to all loyalty programs by default.

Important

When you grant support access to a user, ensure you also give them access to the Application that uses your loyalty program campaign. Otherwise, the user cannot add or deduct loyalty points for a customer.

Conflicting access levels

Important

When a user has two roles with different permissions for the same Application, the role that grants more access overrules the limited role.

Consider the following example about a user with the following roles:

  • Role #1: Create and Edit Coupons for the My E-shop Application.
  • Role #2: Draft Campaigns set for the My E-shop Application.
Role #1 permissionsRole #2 permissionsFinal permissions
Can view couponsCan view couponsCan view coupons
Can edit couponsCan edit couponsCan edit coupons
Can create couponsCan create couponsCan create coupons
Can create campaignsCan create campaigns
Can edit rulesCan edit rules
Can edit campaignsCan edit campaigns

The permission system accumulates the granted permissions from all roles so the final permission set includes the widest set.

Creating a role

To create a role in your Talon.One account you need administrator access. You can create new roles and assign roles to users at any point.

To create a role:

  1. In the lower-left corner of the Campaign Manager, click Account.

    note

    Only admin users can see this section.

  2. Click Organization > Roles.

  3. Click Create Role in the top-right corner.

  4. Type a name and description for your new role.

  5. Select the access level you want to grant for each Application and loyalty programs.

  6. (Optional) To assign users to a role, click Assign Users. You can do this at any time by updating the role, or when you invite new users.

    tip

    The list of Applications may be long. Scroll further down the page for the Assign users to your role section.

Updating permissions and roles

You can update a role's permissions or change a user's role at any time. The effect is immediate.

Deleting a role

Important

This action cannot be undone. When a user has only one role, and this role is deleted, the user loses access to all Application. Ensure to give this user a new role.

To delete a role:

  1. Click Account in the lower-left corner of the Campaign Manager.

    note

    Only admin users can see this section.

  2. Click Organization > Roles.

  3. Click the role you want to delete.

  4. Click Delete in the top-right corner and confirm.