A Brief Look At Dashboard User Roles & Permissions

Large companies inevitably have multiple teams, from different departments, consisting of employees who use the same software for different purposes and projects. Each team is then fragmented into differing levels of seniority and skills. If the right processes are not in place to manage the correct use of the software, operating it can get confusing very quickly, work suffers, and mistakes happen.

Even worse, there is the potential for a major security breach, and with data security now fully in the mainstream spotlight, there is absolutely no room for error. As a result, it’s crucial to be able to control user roles and permissions within any platform that manages communications with users and customers. Thankfully, with Swrve you can do just that.

For starters, company admins have complete control over the management of precisely what each dashboard user in their organization can do within the Swrve dashboard, immediately mitigating a number of risks. This is all easily configured in the dashboard, with preset roles of Company Admin, Full Access and Read Only supplemented with the flexibility of creating custom user roles with any combination of permissions.

Furthermore you can assign roles on a company-wide, app-level, or per user basis, really giving you the ability to control permissions at a granular level.

Swrve User Roles & Permissions

In an archipelagic work environment where different team members only need to have access to certain areas of the dashboard, it makes perfect sense to limit them to only those areas. For instance:

  • A data analyst should have full access to reports, but should not be allowed to create campaigns
  • A summer intern shouldn’t be able to access sensitive app reports
  • A marketer may have write access for campaigns, but no access to resource A/B tests.
  • A senior exec may wish to see high-level overviews but have no interest in granular detail

This way any potential for prying eyes or mischief is nullified, and it is easier for each employee to focus on their specific role in the organization. Also, instead of the same role being applied to all apps in a company, users can be assigned different roles in different apps. For example, developers can have full access to sandbox apps, but only read-access to production apps.

Swrve User Roles & Permissions

The types of role permissions go beyond the basic read-only or write permissions too. There are also permissions for launching campaigns and tests, as well as downloading data. This means that certain employees, junior marketers for instance, have the ability to create a new campaign, but do not have the authority to launch it. Instead they will have to pass the campaign by a more senior user with ‘launch’ permissions, who can review, edit and then take responsibility for sending it themselves, which should minimize the risk of content mistakes or Hawaiian missile alert-type fiascos. And only users with ‘download’ permissions are able to download CSV files with the results of various reports or campaigns, which no doubt would contain sensitive information.

User Roles & Permissions

To find out more about User Roles and Permissions, or indeed anything else about Swrve, please get in touch with us at contact@swrve.com.