Whatfix User Roles

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

An Account Manager can invite other users and define the roles they will have from the Users section on the Whatfix Dashboard. The Users section lists all the registered users in the account.

Responsibilities specific to each role

Editor

Primary actions

• Create and edit Whatfix content. See Creating Whatfix content.
• Add tags to content. See Adding Tags to Content.

Other actions

• Review content performance using Whatfix Analytics. See Whatfix Analytics.
• Preview the created content. See Using Preview mode on Whatfix Editor. 

Content Manager

Primary actions

• Organize the content created by Editor using Widgets. See, Organizing Whatfix Content.
• Configure themes and tooltips. See, Configuring Themes and Tool tips.
• Access Advanced Customization to perform advanced action. See, Accessing Advanced Customization.

Other actions

• Create Whatfix content. See, Creating Whatfix Content.
• Review content performance using Whatfix Analytics. See, Whatfix Analytics.

Account Manager

Primary actions

• Review and publish content, widget, or setting changes. See, Hosting Whatfix Content on Cloud or Manage Extensions on the Whatfix Dashboard.
• Review content performance using Whatfix Analytics. See, Whatfix Analytics.
• Manage users — add and remove users, and change the user roles. See, Adding new users.

Other actions

* Create Whatfix content and organizing content in Widgets. See, Creating and Organizing content.

Comparative view of what each role can do

The table below lists the permissions associated with each type of user role.