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Whatfix User Roles
  • 11 Aug 2022
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Whatfix User Roles

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The first person to create an account in an enterprise automatically becomes the Account Manager or the admin.

Only the Account Manager can invite other people to the enterprise specifying appropriate Roles.

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Responsibilities specific to each role

Whatfix User Roles

Note

The dotted line represents an optional role.

Editor

Primary actions

Other actions


Translator

Primary actions


Content Manager

Primary actions

  • Organize the content created by Editor, using Widgets. For more information, see Organize Whatfix Content.
  • Configure themes and tooltips. For more information, see Configure Themes and Tool Tips.
  • Access Advanced Customization to perform advanced actions.

    Other actions

  • Create Whatfix content. For more information, see Create Whatfix Content.
  • Review content performance using Whatfix Analytics. For more information, see Whatfix Analytics.

Account Manager

Primary actions

  • Review and publish content and widgets, or change the settings. For more information, see Publish Whatfix content.
  • Review content performance using Whatfix Analytics. For more information, see Whatfix Analytics.
  • Manage users — add and remove users, and change the user roles. For more information, see Add new users.

Other actions

  • Create Whatfix content and organize content in Widgets. For more information, see Create and Organize content.

Comparative view of what each role can do

The following table lists the permissions associated with each user role.

PermissionTranslatorEditorContent ManagerAccount Manager
Translate Content
Yes
No
Yes
Yes
Create/Edit Whatfix Content
No
Yes
Yes
Yes
Create tags
No
Yes
Yes
Yes
Delete self-created content
No
Yes
Yes
Yes
Edit/Delete self-created tags
No
Yes
Yes
Yes
Preview mode
No
Yes
Yes
Yes
Access Advanced customizationNo
No
Yes
Yes
Access widgetsNo
No
Yes
Yes
Analytics Dashboard
No
No
Yes
Yes
Change themesNo
No
Yes
Yes
Configure voiceoversNo
No
Yes
Yes
Edit/delete other user's tagsNo
No
Yes
Yes
Edit/Delete other user's content
No
No
Yes
Yes
Export Language files
No
No
Yes
Yes
Assign/Change user roles
No
No
No
Yes
Delete a user
No
No
No
Yes
Add Languages
No
No
No
Yes
Push to Production
No
No
No
Yes
Repository Integration
NoNo
No
Yes
 

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