USER (ROLES & PERMISSIONS)

The User panel, accessible by selecting the User role from the list of roles on the Roles & Permissions panel, provides a list of all Catalyst users that are assigned this role. The User panel, consists of two (2) sections: Permission Details and Users. It identifies the User role's permissions and all users to which the role is assigned. This role provides view-only permission to Catalyst. Note that the permission settings for this, or any, role can't be edited.

PERMISSION DETAILS

The Permission Details section identifies the allowed actions for each permission for the User role.

Permission

View

Edit

Description

Configure campaigns

Users can view existing campaigns.

Configure generated codes

Users can view existing generated (uploaded) barcodes.

Configure messages

Users can view existing messages.

Configure segments

Users can view existing segments.

Configure users

The Users panel isn't available to users.

Reporting

Users can view (generate) reports.

Message Templates

The Landing Pages panel isn't available to users.

Configure settings

The Settings panel isn't available to users.

USERS

The Users section lists all users that belong to the User role and includes a search function that can be used to quickly locate a specific user.

Search

Use the search tool to locate a specific user, by Name, assigned to the User role.

  • The list auto-updates as soon as one (1) character is entered in the search tool; selecting Enter or the search icon isn't necessary to trigger the system to search (although selecting either will trigger the search function slightly faster).
  • Search returns matches for any part of the name, for example, a search for ke would return all of the following users: Mike Smith, Keith Stone, and Mary Updike.
  • Restore the list to all users by clearing the search input.

Users List

The users list contains all users assigned to the User role. Select a user's name to open their profile in the User Profile panel.

Name

The First name and Last name of the user, as configured in their profile in the User Profile panel. Select a user's name to open their profile in the User Profile panel.

Email (username)

The Email address (username) of the user, as configured in their profile in the User Profile panel.

Role

The Role of the user, as configured in their profile in the User Profile panel.

Phone

The Phone of the user, as configured in their profile in the User Profile panel.

Status

The Status of the user (Active or Inactive), as configured in their profile in the User Profile panel.

Total

The Total value at the bottom of the panel provides the cumulative number of users.

List Navigation

The list navigation tools at the bottom of the panel provide the ability to navigate the list of users.

  • Use the Go to page function to open a specific page by entering it in the provided field.
  • Use the numeric page functions to navigate one page at a time.
  • Use the last page >> and first page << functions to navigate to the end or start of the list.

Updated: 081026