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-
1. 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 Managers 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, 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. Manager can invite team-members at 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, 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 LIVE environment as follows
- Can only create campaigns and run segmentation queries for specifically added test users. For more information, refer to Test users.
- 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 default roles-
Component | Permission | Admin | Manager | Marketer | Developer | Analyst |
---|---|---|---|---|---|---|
Dashboard & Analyse |
View | Yes | Yes | Yes | No | No |
Run query | Yes | Yes | Yes | No | No | |
Create and mange | Yes | Yes | Yes | No | No | |
Download | Yes | Yes | Yes | No | No | |
Segments | View | Yes | Yes | Yes | Yes | Yes |
Create and manage | Yes | Yes | Yes | Yes | Yes | |
Download | Yes | Yes | Yes | Yes | Yes | |
Campaigns | View | Yes | Yes | Yes | No | Yes |
Create and manage | Yes | Yes | Yes | No | No | |
Create, manage and publish | Yes | Yes | 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 | Yes | 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 | |
Teams <know more> | View | Yes | Yes | Yes | No | No |
Setup and manage | Yes | No | No | No | No | |
Billing | Manage | Yes | No | No | No | No |
2. Custom roles
These allow to create new roles with your desired permission sets. You can also clone an existing role and then assign permission sets accordingly.
Note- Only admins have access to create/update roles.
Steps to create a new role
- Navigate to Settings >> Account Management >> Roles
- Click on Create role on the top right of the header
- Provide a role name, description. You can choose to copy permission sets from an existing role or create one from the scratch.
- 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 & Analyse |
View | Can view custom dashboards, analyse sections |
Run query | Can run analyse queries and view results | |
Create and mange | Can create new charts, dashboards and edit/delete existing ones | |
Download | Can download charts | |
Segments | View | Can view segment pages |
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, 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 campaign 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 role of existing members and revoke access of members (with a lower role) | |
Teams <know more> | View | Can view all teams and its members |
Setup and manage | Can create new teams, edit/update existing teams | |
Billing | Manage | Can edit/update the billing details |