Access Roles

Overview 

MoEngage offers role-based access control for account admins to enable different levels of access permissions (to dashboard components) for your team members.

You can view the access roles by navigating to Settings >> Account Management >> Roles.

Types of Access Roles

We provide the following two types of access roles:

Default Roles

These are the default roles with fixed permissions and are available for every account. These roles cannot be edited. MoEngage provides the following default roles:

Admin

The person who creates the app account is assigned the Admin role by default. The role has all permissions for the account

  • Creating campaigns

  • Changing account settings

  • Inviting team members

Admins are allowed to invite other users as Admin or Manager or Marketer and so on. Only admins are allowed to create or edit or delete new Teams.

For more information about team management, refer to Teams in MoEngage.

Manager

The person who will run marketing campaigns for live users, and manage the account and all settings. This member has all permissions on the dashboard similar to Admin, barring the permission to Create/Edit/Delete Teams. There can be multiple managers in one account. Managers can invite team members to roles of Manager and below.

Marketer

The person who will create the campaigns for live users has access to segmentation but cannot access billing info. With Campaign approval flow, a marketer's campaigns will go live ONLY upon approval from the Manage or Admin. For more information, refer to Campaign Approval Flow.

Developer

The person who will integrate your app/web with MoEngage. This member can access/test all features in the TEST environment but has restricted access in the LIVE environment. The access details are as follows:

  • Can not view Billing details and can only add Developers to the account
  • Can not view campaigns created by Admin/Manager team members
  • Can not change Push FC and DND settings

Analyst

The person who has access to view/export campaign data, user segmentation data, and set up daily reports. This member can not create any campaigns or change any settings (except setting up Reports). 

To summarize, the following are the default roles and their access permissions.

Component Permission Admin Manager Marketer Developer Analyst

Dashboard & Analyze  

View  Yes  Yes  Yes  No  No 
Run query  Yes Yes Yes No No
Create and manage Yes  Yes  Yes  No  No 
Download  Yes Yes Yes No No
Segments  Create and manage Yes Yes Yes Yes Yes
Download  Yes  Yes  Yes  Yes  Yes 
Campaigns  View  Yes Yes Yes Yes  Yes 
Create and manage  Yes  Yes  Yes  No No
Create, manage and publish    Yes Yes If approval flow is enabled - No

If approval flow is disabled - Yes
No No
Download  Yes  Yes  Yes  No  Yes 
Drafts   View  Yes Yes Yes No  No 
Create and manage   Yes  Yes  Yes  No No
Reports 

View  Yes Yes Yes Yes  Yes 
Create and manage  Yes  Yes  Yes  Yes Yes
Download   Yes Yes Yes Yes  No 
App configuration 

View  Yes  Yes  Yes  No No
Setup and manage  Yes No No No No
Channel configuration 

View  Yes  Yes  Yes  No  No 
Setup and manage  Yes Yes No No No
Login settings  Manage  Yes  No No No No
Team management View  Yes Yes Yes No  No 
Create and manage  Yes 

Yes

Yes

No No
Create and manage all roles Yes 

No

No

No No
Teams (know more) View  Yes Yes Yes No  No 
Setup and manage  Yes No No No No
Billing   Manage  Yes  No No No No
Alert Manager - Out of the Box Alerts (OOTB Alerts) View Yes Yes Yes Yes Yes
Edit Yes No No No No
Subscribe Yes Yes Yes No No
Subscribe Others Yes Yes No No No
Unsubscribe Yes Yes Yes No No
Delete Yes No No No No
Alert Manager - Custom Alerts (Custom Alerts) View Yes Yes Yes Yes Yes
Edit Yes Yes Yes No No
Create Yes Yes Yes No No
Duplicate Yes Yes Yes No No
Subscribe Yes Yes Yes No No
Subscribe Others Yes Yes Yes No No
Unsubscribe Yes Yes Yes No No
Delete Yes Yes Yes No No

Custom roles

These allow you to create new roles with your desired permission sets. You can also clone existing roles and assign permission sets as desired.

info

Note

  1. Only admins have access to create/update roles.
  2. We've revamped our Dashboard Settings. This article describes the steps to access Roles on the MoEngage Dashboard in both the revamped and old UIs.

Steps to create a new role 

  • Navigation:
    • Revamped UI: Settings >> Account >> Team management -> Roles
    • Old UI: Settings -> Account -> Roles
    Revamped UI Old UI
    Roles_RevampedUI.png
  • Click on Create role on the top right of the header Screenshot 2022-05-17 at 8.55.49 AM.png
  • Provide a role name and description. You can choose to copy permission sets from an existing role or create one from scratch. Screenshot 2022-05-17 at 8.58.02 AM.png
  • Click Create 
  • You can now check/uncheck permissions as per your requirement. The changes will be autosaved. 

Read more about the various permissions on the MoEngage dashboard 

Permissions 

Components Permissions Description

Dashboard & Analyze  

View  Can view custom dashboards, analyze sections 
Run query  Can run analyze queries and view results 
Create and manage  Can create new charts and dashboards and edit/delete existing ones
Download  Can download charts 
Segments  Create and manage Can run segment queries, create new segments, and edit/delete existing ones
Download  Can download users
Campaigns  View  Can view all campaigns and campaign info pages 
Create and manage  Can create new campaigns, and edit/update existing campaigns; but cannot publish the campaign.

If you are using campaign approval flow - the user with the permission can only send the campaign for approval.
Create, manage, and publish    Can create new campaigns, edit/update existing campaigns, and also publish the campaign.

If you are using campaign approval flow - the user with the permission can approve/reject the campaign.
Download  Can export campaigns 
Drafts   View  Can view drafts 
Create and manage   Can create and update drafts 
Reports 

View  Can view all reports 
Create and manage  Can create new reports, update/delete existing reports 
Download   Can download the reports 
App configuration 

View  Can view general, API, Analytics, and Control group settings- Settings >> App settings  
Setup and manage  Can configure and update App settings  
Channel configuration 

View  Can view channel settings
Setup and manage  Can configure and update channel settings  
Login settings  Manage  Can manage login settings (SSO, 2FA, and Firewall)
Team management View  Can view all team members 
Create and manage  Can invite new members, change the role of existing members and revoke access of members (with a lower role)
Create and manage all roles Can invite new members, change the role of existing members and revoke access of members irrespective of their roles
Teams (know more)  View  Can view all teams and their members 
  Setup and manage  Can create new teams, edit/update existing teams 
Billing   Manage  Can edit/update the billing details 
Alert Manager - Out of the Box Alerts (OOTB Alerts) and Custom Alerts View Can view alerts
Edit Can edit alerts
Subscribe Can subscribe to alerts
Subscribe Others Can subscribe others to receive alerts
Unsubscribe Can unsubscribe from receiving alerts that they are subscribed to
Delete Can delete alerts
Create Can create a custom alert. OOTB alerts cannot be created.
Duplicate Can duplicate a custom alert. OOTB alerts cannot be duplicated.

 

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