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Whatfix User Roles
  • 23 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 (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.

Dashboard_users_tiles

Responsibilities specific to each role



Editor

Primary actions

Other actions


Translator

Primary actions


Content Manager

Primary actions

Other actions


Account Manager

Primary actions

Other actions

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



Comparative view of what each role can do

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

PermissionTranslatorEditorContent ManagerAccount Manager
Auto Translate/Translate ContentYes
No
YesYes
Auto Test Content
No
Yes
Yes
Yes
Create/Edit 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
Preview Mode
No
Yes
Yes
Yes
Access Advanced Customization
No
No
YesYes
Access Widgets
No
No
YesYes
Analytics Dashboard
No
No
YesYes
Analytics Dashboard- Domain filter
No
No
YesYes
Change Themes
No
No
YesYes
Configure Voiceovers
No
No
YesYes
Create Funnels
No
No
YesYes
Edit/Delete other's tags
No
No
YesYes
Edit/Delete other user's content
No
No
YesYes
Export Flows
No
No
YesYes
Export Language files
No
No
YesYes
Add/Invite Users
No
No
No
Yes
Add Languages
No
No
No
Yes
App Integrations
No
No
No
Yes
Change User RoleNo
No
No
Yes
Delete a userNoNoNoYes
Manage ExtensionsNoNoNoYes
Push content to ProductionNoNoNoYes
Push User Actions to ProductionNoNoNoYes
Refresh/Reactivate BeaconsNoNoNoYes
Repository IntegrationNoNoNoYes
Set up Google AnalyticsNoNoNoYes

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