Whatfix User Roles
- 04 Jan 2023
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Whatfix User Roles
- Updated On 04 Jan 2023
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Article Summary
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.
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 Adding 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?
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 Editor using Widgets. For more information, see Organizing Whatfix Content.
- Configure themes and tooltips. For more information, seeConfigure Themes and Tooltips.
- Access Advanced Customization to perform advanced action. For more information, seeAccess 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.
Account Manager
Primary actions
- Review and publish content, widget, or setting changes. For more information, see Hosting Whatfix Content on Cloud or Manage Extensions on the Whatfix Dashboard.
- 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.
Comparative view of what each role can do
The following table lists the permissions associated with each type of user role.
| Permission | Translator | Editor | Content Manager | Account Manager |
|---|---|---|---|---|
| Auto Translate/Translate Content | Yes | No | Yes | Yes |
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 | Yes | Yes |
| Access Widgets | No | No | Yes | Yes |
| Analytics Dashboard | 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 Funnels | No | No | Yes | Yes |
| Edit/Delete other's tags | No | No | Yes | Yes |
| Edit/Delete other user's content | No | No | Yes | Yes |
| Export Flows | No | No | Yes | Yes |
| Export Language files | 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 |
| Push content to Production | No | No | No | Yes |
| Push User Actions to Production | No | No | No | Yes |
| Refresh/Reactivate Beacons | No | No | No | Yes |
| Repository Integration | No | No | No | Yes |
| Set up Google Analytics | No | No | No | Yes |
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