Xpert Operator Roles
Operators can have different roles that affect what they can and cannot do and see inside your partner account. Roles and permissions ensure that every member of your team has an access level appropriate for their role within your organization! You can add as many operators as you need at no extra cost.
To assign an operator a role:
- As an admin or system manager, Navigate to Operators.
- Click on the ⋮ icon next to the operator you want to adjust and select Edit.
- Select a role from the Role dropdown.
View the list of available roles and their descriptions below.
|Directory Owner||The owner of the directory has full access to all directory settings and all accounts in the directory. The directory owner is the only operator who can designate a different operator as the directory owner (doing this will mean you are no longer the directory owner)|
|Admin||An account administrator. Admins have the ability to edit other operators and all the accounts in your directory. Admins do not have the same level of access as the directory owner to directory settings.|
|System Manager||System Managers also have broad control over other operators and the accounts in your directory, except for the ability to edit admin operators or directory settings.|
|The support role has more access to accounts in the directory to assist with day-to-day support. Support operators can impersonate accounts, reset passwords and view the activity history of an account.|
|Web consultant is a role tailored to web devs, granting access to help with account and widget implementation.|
|Campaign Manager||The campaign manager is an excellent role for the marketing professionals on your team. Campaign managers are limited in their ability to edit accounts but they do have access to marketing features such as tags and notes. They can even designate accounts as templates to use in creating other, similar accounts.|
|Designer is a limited role in terms of editing business accounts. The level of access allows designers to impersonate and make branding changes, add tags and designate accounts as templates.|
|The sales role is the most limited role, focused on helping accounts set up for the first time. This role loses access to impersonating the account after the account is switched to 'setup completed'.|
Tip: Roles marked as Secure (such as System Manager Secure) have all the permissions of the non-secure role, with the added ability to access accounts that are marked as Secure. This will help you meet security requirements, such as HIPAA compliance.
Note: For a more thorough breakdown of permissions action-by-action, download the attached spreadsheet below.
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