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Managing roles

Important

Admin 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 will have no permissions and no 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: Can't access this Application at all.
  • View: Can view but not change campaigns.
  • Create and Edit: Create and edit any campaigns.
  • Full Access: Can access and edit any area of this Application.

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: Create your own access levels for this Application.

Loyalty program permissions​

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

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

Admin users already have access to all loyalty programs.

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, they won't be able to add and remove loyalty points from 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 will overrule 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. 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 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) Click Assign Users to assign a role to users. You can do this at any time by updating the role, or when you invite new users.

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.