Whatfix User Roles
- 08 Oct 2024
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Whatfix User Roles
- Updated On 08 Oct 2024
- 1 Minute To Read
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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
Note
The dotted line represents an optional role.
Editor
Primary actions
- Create and edit Whatfix content. For more information, see Create content for DAP on OS.
Other actions
- Review content performance using Whatfix Analytics. For more information, see Whatfix Analytics.
- Preview the created content.
Translator
Primary actions
- Translate existing content to multiple languages.
Content Manager
Primary actions
- Organize the content created by the Editor, using Widgets. For more information, see The DAP on OS Widgets.
- 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 content for DAP on OS.
- 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 DAP on OS. 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.
| Permission | Translator | Editor | Content Manager | Account 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 customization | No | No | Yes | Yes |
| Access widgets | No | No | Yes | Yes |
| Analytics Dashboard | No | No | Yes | Yes |
| Change themes | No | No | Yes | Yes |
| Configure voiceovers | No | No | Yes | Yes |
| Edit/delete other user's tags | No | 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 | No | No | No | Yes |
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