User Management

To get started easily, first create one or several user groups and after create the users associating each user to one of the user groups

User groups

You can find the User Groups in the menu User Management > User groups:

A user group defines a level of access for a certain group of users.

In the user group view, you only define the level of access. Then, it will be the users themselves which will be connected to a group in the User View (as described below).

To create a User Group, click on the “+ Add” button on the top left and then enter a clear access level name, like for example : “full_access”.

Press “SAVE” and then click on the edit button on the right of the row which as added:

Then select a level in the list and press save:

Here are the description of the accesses for each level:

Access Level	Rights	Comment
0 - full access	full	only for the administrators, as it includes defining who can be a user or not and with which rights
1 - extended access	everything (except some key advanced aspects)	only for the administrators, as it includes defining who can be a user or not and with which rights
2 - standard access	same as 1, but without: User Management Advanced menu	fine for most users (even quite advanced ones)
3 - limited access	same as 2, but without: Layout Blocks Site Maps Request Rules Heuristics Data Owners Data Correlations Taxonomy Publish Headless Content Models, Sources & Queries Template Resources Search Parameter Models	fine for many users who do not need publishing rights (only push data), so typically good for Marketers with limited usage of the admin
4 - minimum access	Sames as 3, but without: Widgets Narratives Segmentations Search (full menu) Data Enrichment Push Data	Very limited access, only for people who need to edit campaigns or content without publishing or push data rights
5 - full access read only	full, but only to see, not to change anything
6 - extended access read only	sames as 1, but only to see, not to change anything
7 - standard access read only	sames as 2, but only to see, not to change anything
8 - limited access read only	sames as 3, but only to see, not to change anything
9 - minimum access read only	sames as 4, but only to see, not to change anything
10 - defined User-Group accesses	custom	advanced (not described here, ask for support if the standard level don’t support your needs)

Users

In this menu you can create the users, that should have access to your account. To create a new user, click on the add-button. The username should be unique and somewhat descriptive to make management easier. To en- or deactivate the user, simply adapt the Status-switch. Under Group you can define to which usergroup the user belongs to.

To save the user click on save. To edit or delete the user, click on the pencil button or the trashcan button.