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 workspace 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
Recommendations & Catalog	View	Yes	Yes	Yes	Yes	Yes
	Create and manage	Yes	Yes	Yes	No	No
	Download	Yes	Yes	Yes	Yes	Yes
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
Segments	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
Drafts	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
App configuration	Setup and manage	Yes	No	No	No	No
Channel configuration	View	Yes	Yes	Yes	No	No
Channel configuration	Setup and manage	Yes	Yes	No	No	No
Login settings	Manage	Yes	No	No	No	No
Team management	View	Yes	Yes	Yes	Yes	No
	Create and manage	Yes	Yes	Yes	Yes	No
	Create and manage all roles	Yes	No	No	No	No
Teams (know more)	View	Yes	Yes	Yes	No	No
Teams (know more)	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 Only admins have access to create/update roles. 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
Click on Create role on the top right of the header
Provide a role name and description. You can choose to copy permission sets from an existing role or create one from 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
Recommendations & Catalog	View	Can view list of published recommendations, and catalog items and feeds.
	Create and manage	Can edit, archive or publish new recommendations, catalogs, or add/delete catalog feeds
	Download	Can download catalog feeds or item processing failure report
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
Segments	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
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
App configuration	Setup and manage	Can configure and update App settings
Channel configuration	View	Can view channel settings
Channel configuration	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.