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What Are The Different User Roles?

Summary

PathFactory provides 3 types of default user roles as well as the ability to add your own custom user roles and set the permissions. Default roles include Reporter, Author and Admin.

This article explains what each of these default user roles are able to do in the platform as well as how to create custom user roles.
 


Default Roles

Default roles are available out of the box with PathFactory and cannot be edited or deleted. They are a good starting point to use when assigning roles to users if you are just getting up and running and are not yet sure of the specific permissions your team may need.

Reporter

When a Reporter logs in they will be directed to the Content Library Insights page.

Reporters have access to:

  • Change your password and access our knowledge base directly from within the app
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  • View all analytics pages within your organization’s instance of PathFactory, based on the subscription type(s) you have
  • Download data in CSV files

All analytics pages:

Author

When an Author logs in they will be directed to the Content Library page.

Authors have all of the same capabilities as a Reporter, as well as access to: 

  • Create, edit and delete content within the Content Library
  • Create, edit and delete all experience types within the Campaign Tools module and events within the VEX module, based on the subscription type(s) you have.
  • All platform settings (General, User Experience and Data Configuration) as well as Campaign Tools and Virtual Event settings, based on the subscription type(s) you have.

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Note
Authors can access the content tag configuration page to view all existing tags, but it will be in view-only mode and they will not have the option to create new tags or edit existing ones.
Note
Authors can access the Track Labels configuration page under Campaign Tools to view all existing labels, but it will be in view-only mode and they will not have the option to create new labels or edit existing ones.

Admin

When an Admin logs in they will be directed to the Content Library page. 

Admins have all of the same capabilities as a Reporter and an Author, as well as the ability to create, edit and delete within the content tags and track labels lists. 

Admins also have the ability to access the Website Tools module of the platform, based on the subscription type(s) you have. 

Lastly, Admins have access to our Administrative Controls, which includes Organization Settings and User Management.

If you are an Admin on your organization’s account, you can access these areas by clicking on the drop down option underneath your username in the top right corner.
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User Management

This area allows you to create, edit and delete custom roles as well as add and manage users. Scroll down to our Custom Roles section of this article to learn more about creating custom role types and visit our separate article on how to add new users

Organization Settings

Define general organization settings such as: 

  • Connecting PathFactory to your Google Analytics
  • Adding a fallback URL for your Content Tracks
Note
Any broken links to your Content Tracks will redirect to this URL.
Ensure you enter a full URL, including either http:// or https://
  • Adding a sharing domain URL
  • Adding root domain external code(s)
  • Forcing HTTPS links for all Content Tracks (contact support@pathfactory.com to update this)
  • Enabling or disabling the #all Recommend Content Track which pulls together all content automatically from the Content Library
  • Set whether user passwords will expire every 90 days
  • Showing or hiding the public content asset titles, approximate cost for content and Smart Topics. 
Note
Users will still be able to add estimated cost to content assets; turning off estimated cost only prevents the cost from showing in the Content Library Summary.

Define analytics details such as:

Configure other areas including:

  • Your Marketing Automation Platform (MAP) account credentials and behavior
Note
The name of the MAP tab will depend upon which MAP you use. 
Note
API configurations are only available to those who have purchased the PathFactory API add-on. Contact your CSM, or click here for more information on API keys. 
Note
Setting your search engine directive defaults will not retroactively apply the state you defined to your existing tracks, microsites, Explore pages or virtual events. Only new experience types will have this default applied moving forward. If you set a default, you will still be able to change this at an individual track, microsite, Explore page or virtual event level.
 

Custom Roles

In addition to default roles, you can also add your own custom roles to the user roles list. This puts the autonomy in your hands and allows for PathFactory roles to better suit your team's structure and specific needs. 

To add a new user role, navigate to the User Roles tab within User Management and select either the +Add User Role button on the left side (shown below) or the top right. 
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You can then define the name of your custom user role as well as whether you want to clone this new role from an existing one in the list, or set it up from scratch. 
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Once the role is added you'll be able to select which permissions you want available for this role and save. 

View-only user role

You can leverage custom roles to create a view-only role.

View-only permissions are available across the entire platform and allow you to further enhance your governance practices. Give your marketing or sales team members access to see what content is available or review settings for your various experiences without allowing them to create, edit, or delete anything. This lets you increase visibility around elements such as content attributes, form strategies, appearance configurations, and more while still ensuring version control.

To apply view-only permissions, edit or create a custom role. For each area of the platform for which you want to allow view-only access, check View.

Updated on July 10, 2022

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