The first user role created in an enterprise automatically becomes the Account Manager (admin). An Account Manager can invite other users and define their roles from the Teammates section on the Whatfix Analytics dashboard.
Note
For more information on the various User roles, see Whatfix User Roles.
The Teammates section lists all registered users in the account. Only the Account Manager and Content Manager roles can access and use the Whatfix Analytics dashboard.
Note:
- If you add users to the Whatfix Analytics dashboard, they're automatically added to the Whatfix Guidance dashboard with the same user role.
- Users with the Editor and Translator roles cannot access or use the Whatfix Analytics dashboard.
The following table lists the permissions associated with each type of user role in Whatfix Analytics (Product Analytics):
Info:
Account Managers and Content Managers can perform the following actions on their own content and others' content.
| Permission | Translator | Editor | Content Manager | Account Manager |
|---|---|---|---|---|
| Add Cohorts as Visibility Rule (Beta) |  | |  | |
| Add Dashboard | | | | |
| Add Insight | | | | |
| Add or Invite a user | | | | |
| Add Real Time Cohorts as Visibility Rule (Beta) | | | | |
| Change user role | | | | |
| Copy Insight | | | | |
| Create Cohort | | | | |
| Create Event group | | | | |
| Create User list | | | | |
| Create User Action | | | | |
| Delete Cohort | | | | |
| Delete Dashboard | | | | |
| Delete Event Group | | | | |
| Delete Insight | | | | |
| Delete User Action | | | | |
| Delete User list | | | | |
| Delete a user | | | | |
| Edit Cohort | | | | |
| Edit Dashboard | | | | |
| Edit Event Group | | | | |
| Edit Insight | | | | |
| Edit User Action | | | | |
| Export Cohort | | | | |
| Export Dashboard | | | | |
| Export Insight | | | | |
| Generate an AI Summary of Insights | | | | |
| Save Autocaptured events (Beta) | | | | |
| Publish User Action | | | | |
| Replace User list | | | | |
| Update Analytics settings | | | | |
| Use App integrations | | | | |
| Use Ask Whatfix AI (Beta) | | | | |
| Use Deep think (Beta) | | | | |
| Use Demo Mode | | | | |
| View Autocaptured events in the Whatfix Analytics dashboard (Beta) | | | | |
| View Autocaptured events in Studio (Beta) | | | | |
| View Dashboard | | | | |
| View Insight | | | | |