Whatfix User Roles
- 13 Oct 2023
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Whatfix User Roles
- Updated On 13 Oct 2023
- 2 Minutes To Read
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Article Summary
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The first user who is created in an enterprise automatically becomes the Account Manager (admin).
An Account Manager can invite other users and define their roles from the Users section on the Whatfix Dashboard. The Users section lists all the registered users in the account.
Responsibilities specific to each role
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Editor
Primary actions
- Create and edit Whatfix content. For more information, see Creating Whatfix Content.
- Add tags to content. For more information, see Add Tags to content.
Other actions
- Review content performance using Whatfix Analytics. For more information, see Whatfix Analytics.
- Preview the created content. For more information, see How to use Preview Mode to Review Content?
- Archive Whatfix content created by them.
Translator
Primary actions
- Translate/Auto Translate existing content to multiple languages. For more information, see Translate Whatfix Content or Auto Translate Whatfix Content.
Content Manager
Primary actions
- Organize the content created by Studio using Widgets. For more information, see Organizing Whatfix Content.
- Configure themes and tooltips. For more information, see Configure Themes and Tooltips.
- Access Advanced Customization to perform advanced actions. For more information, see Access Advanced Customization.
Other actions
- Create Whatfix content. For more information, see Creating Whatfix Content.
- Review content performance using Whatfix Analytics. For more information, see Whatfix Analytics.
- Archive Whatfix content and widgets.
Account Manager
Primary actions
- Review and publish content, widget, or setting changes. For more information, see Pushing Whatfix Content to Production.
- 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 Creating and Organizing content.
- Archive Whatfix content and widgets.
Comparative view of what each role can do
The following table lists the permissions associated with each type of user role:
Info
- Whatfix Content includes Flows, Articles, Links, Images, Videos, and PDFs.
- Whatfix Widgets include Pop ups, Self Help, Task Lists, Beacons, Smart Tips, Surveys, and Launchers.
- Editors can only perform the following actions on their own content.
| Permission | Translator | Editor | Content Manager | Account Manager |
|---|---|---|---|---|
| Auto Translate / Translate Content | Yes | No | Yes | Yes |
Auto Test Content | No | Yes | Yes | Yes |
| Create Whatfix Content | No | Yes | Yes | Yes |
| Create User Actions | 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 |
| Get Flow Failure Notification | No | Yes | Yes | Yes |
| Move Content / Widgets from Draft to Ready Stage | No | Yes | Yes | Yes |
| Move Content / Widgets back from Ready to Draft Stage | No | Yes | Yes | Yes |
| Preview Mode | No | Yes | Yes | Yes |
| Access Analytics Dashboard | No | Yes | Yes | Yes |
| View Archived content | No | Yes | Yes | Yes |
| Archive content | No | Yes | Yes | Yes |
| Bulk archive content | No | Yes | Yes | Yes |
| Restore Archived content | No | Yes | Yes | Yes |
| Delete Archived content | No | Yes | Yes | Yes |
| Copy Archived content | No | Yes | Yes | Yes |
| Access Widgets | No | No | Yes | Yes |
| Access Advanced Customization | No | No | Yes | Yes |
| Analytics Dashboard - Domain Filter | No | No | Yes | Yes |
| Change Themes | No | No | Yes | Yes |
| Configure Voiceovers | No | No | Yes | Yes |
| Create Whatfix Widgets | No | No | Yes | Yes |
| Create Insights | No | No | Yes | Yes |
| Create Cohorts | No | No | Yes | Yes |
| Create Dashboards | No | No | Yes | Yes |
| Edit / Delete Others' Tags | No | No | Yes | Yes |
| Edit / Delete Other Users' Content | No | No | Yes | Yes |
| Export Flows | No | No | Yes | Yes |
| Export Language Files | No | No | Yes | Yes |
| View Archived widgets | No | No | Yes | Yes |
| Archive widgets | No | No | Yes | Yes |
| Bulk archive widgets | No | No | Yes | Yes |
| Restore Archived widgets | No | No | Yes | Yes |
| Delete Archived widgets | No | No | Yes | Yes |
| Copy Archived widgets | No | No | Yes | Yes |
| Add / Invite Users | No | No | No | Yes |
| Add Languages | No | No | No | Yes |
| App Integrations | No | No | No | Yes |
| Change User Role | No | No | No | Yes |
| Delete a User | No | No | No | Yes |
| Manage Extensions | No | No | No | Yes |
| Move Content / Widgets from the Ready Stage to the Production Stage | No | No | No | Yes |
| Move Content / Widgets back from the Production Stage to the Draft Stage | No | No | No | Yes |
| Refresh Beacons | No | No | No | Yes |
| Repository Integration | No | No | No | Yes |
| Set Up Google Analytics | No | No | No | Yes |
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