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The "Role Permissions" page under the Settings -> Management Center allows you to define specific product access permissions and home page for your users based on different user roles. 

A user role specifies which areas of the product a user can access and what types of actions he/she can perform. 

Default Roles

There are five default roles defined by Freshsuccess to help you get started:

  1. CSM: Users with this role are usually the primary users of the product.
  2. CSM Manager: This role has full access to the product. Users with this role can manage users, configure product settings, view and update all accounts and users. 
  3. Executive: This role can update and view all accounts and users, user with this role might need to log in to view summarized data across all accounts and users on a regular basis.
  4. Guest: This role can view all information of accounts and users, user with this role might only need to log in once in a while or as needed.
  5. Analyst: This role has all the product permissions except for the ability to be assigned to accounts and manage that portfolio of accounts in Freshsuccess. 

Default roles are configurable and you can either edit the existing roles or create new roles and tweak the specific permissions for each role as you prefer. 

Edit Roles

To edit the permission details of a role, click "Edit" for that role, and on the pop up modal you can select the default home page for this role and turn on the permissions you'd like this role to have. Click "Save" to complete the action.

To delete a role, click "Delete" for that role. If the role has been appointed to users who have accounts assigned to them you are not allowed to delete the role until the accounts have been unassigned or switched to other users. 

Create New Roles

To create a new role, click "Add New Role" on the top right corner. On the pop up modal, name the role, select a home page, and turn on the items you'd like this role to have access to. 

Click "Save" to save the role.

Role Permission Details

Below lays out the details of each access permission option:

Can be assigned accounts

  • User can be assigned accounts.
  • User can perform the below actions to the accounts assigned to them:
    • Manage and receive account alerts 
    • Receive auto-generated alert/goal tasks
    • Add new tasks to accounts
    • Deploy goals to accounts
    • Update account interactions
    • Update account attributes
    • Configure account settings

Configure product settings

  • User can define/add custom dimensions
  • User can customize account details - overview page layout
  • User can configure account health score
  • User can create alert rules and playbooks
  • User can create goals
  • User can create email triggers

Configure users

  • User can add, delete and modify Freshsuccess users
  • User can configure role permissions and assign roles to Freshsuccess users
  • User can configure account assignment

Create accounts

  • User can create accounts manually on the product

View all accounts

  • User can view all accounts and users

Update accounts

  • User can update account attributes
  • User can create & update tasks
  • User can access account bulk editing and manage account delete lists
  • User can add/delete account interactions & notes
  • User can send emails and manage email campaigns

Delete accounts

  • User can delete any accounts

Configure data connectors

  • User can access organization API keys
  • User can access API uploader for bulk update account attributes
  • User can manage and configure third-party connections to Freshsuccess
  • User can enable email campaign feature in Freshsuccess
  • User can access the IT Administration page

View team performance page

  • User can access the Freshsuccess "Team Performance" reporting

View email center page

  • User can access the Freshsuccess "Email Center" page

Manage public objects

  • User can create, edit and manage public account lists, charts, and custom dashboard

TaskOwner w/ account scopeWatcher w/ account scopeAny w/ Account ScopeAccount scope + Manage public objects permission
Read Taskxxxx
Add Commentsxxxx
Create/close/promote subtaskx--x
Edit fieldsx--x
Add/remove watchersx--x
Close taskx--x
Create taskn/an/axx
Receive notificationsxx--
Becomes goal watcherx---
Can read goalxxxx
Save view as public---x

GoalsOwner w/ account scopeWatcher w/ account scopeAny w/ Account ScopeAccount scope + Manage public objects permission
Read goalxxxx
Add Commentsxxxx
Create added taskx--x
Edit fieldsx--x
Close goalx--x
Create/deploy goaln/an/axx
Receive notifcationsxx--
Read playbook tasksxxxx
Read added tasksxxxx
Save view as public---x