ROLES & PERMISSIONS


The Roles & Permissions panel, accessible from the Catalyst main menu, identifies the roles that can be assigned to users. Three (3) roles are provided: Tenant Admin (access to all functions), Power User (access to most functions), and User (access to only a few functions). Custom roles can't be created and permissions assigned to a role can't be edited or changed.

Note: Roles are assigned to users from the Users panel. Only one (1) role can be assigned to a user.

Permissions Overview

The following table provides an overview of the permissions and access type provided for each role. Roles and permissions are not configurable for customization.

Note: To restrict all access to Catalyst for an existing user, set their Status to Inactive (in their User Profile).

Permission

Power User

Tenant Admin

User

Configure campaigns

View

Edit

View

Edit

View

Configure generated codes

View

Edit

View

Edit

View

Configure messages

View

Edit

View

Edit

View

Configure segments

View

Edit

View

Edit

View

Configure users

None

View

Edit

None

Reporting

View

View

View

Message Templates

View

View

View

Configure settings

View

Edit

View

None

Role name

Catalyst provides three (3) user roles: Power User, Tenant Admin, and User.

Power User

This user role provides access to most Catalyst functions:

  • Can view and edit campaigns, generated codes, messages, segments.
  • Can generate reports.
  • Can view, but can't edit, settings.
  • Can't view or edit users.

Select the Power User role from the Roles & Permissions panel to open the Power User panel, which identifies the role's specific permissions, as well as all users to which it is assigned.

Tenant Admin

This user role provides access to all Catalyst functions:

  • Can view and edit campaigns, generated codes, messages, segments.
  • Can generate reports.
  • Can view and edit settings.
  • Can view and edit users.

Select the Tenant Admin role from the Roles & Permissions panel to open the Tenant Admin panel, which identifies the role's specific permissions, as well as all users to which it is assigned.

User

This user role provides access to limited Catalyst functions:

  • Can view, but can't edit, campaigns, generated codes, messages, segments.
  • Can generate reports.
  • Can't view or edit settings.
  • Can't view or edit users.

Select the User role from the Roles & Permissions panel to open the User panel, which identifies the role's specific permissions, as well as all users to which it is assigned.


Updated: 081026