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Roles & Permissions
  • 03 Jan 2024
  • 2 Minutes to read
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Roles & Permissions

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Article summary

Every user in Mindful Feedback is assigned a role. This role determines what permissions the user has and how much of the UI the user can access. Mindful Feedback includes three customizable default roles (Admin, Supervisor, and Agent), and you can add custom roles to grant the precise permissions needed for your users.

Quick access: Manage Users > Manage Permissions tab

Screen capture of Manage Permissions tab

Creating, Editing, and Deleting Roles

Follow the steps below to create a new custom role:

  1. Click Add Role in the Manage Permissions tab (Manage Users page). 
  2. Provide a name for the role, then click Create New Role
  3. Click the X permissions assigned link beneath your new role to begin assigning permissions. By default, a new role will have Forbidden assigned to all permissions.
  4. In the modal window that appears, review each available permission and set the access levels desired (Forbidden, Can view, or Can edit).

Alternatively, you can click Duplicate Role beneath any existing role listed on the screen to use an existing role's configuration as the starting point for a new one.

To edit an existing role, click the X permissions assigned link once more, make any changes needed, then click Update Role.

To delete a role, click the X permissions assigned link then click Delete Role.

Screen capture of Admin Role modal window

Understanding Role Permissions

Role Permissions in Mindful Feedback are categorized into three levels: Forbidden, Can View, and Can Edit. For each role, you can assign one of these permission levels to different functions of the application, such as creating surveys, viewing reports, or managing users. This allows you to create custom roles and fine-tune exactly what your users can access.

When adding a new role or viewing an existing role's permissions, all of the available permissions will be shown in a modal window. You can hover over the icon next to each permission's name to view more information about it.

The following table details each permission and which roles are assigned those permissions by default.

Permission nameAllows users to...
Default Permissions for Admins
 
Default Permissions for SupervisorsDefault Permissions for Agents
Can EditCan ViewCan EditCan ViewCan EditCan View
Customer PaymentsMake one-time payments and configure auto top-ups.XX    
Survey RestrictionsConfigure survey restriction rules.XX    
IntegrationsCreate integrations between Mindful Feedback and other software.XX    
BrandingManage the logo associated with your Mindful account.XX    
Phone ConnectionsManage phone connections, including the default surveys for each connection.XX    
Customer CredentialsManage secure credentials used for API access and integrations. This permission can only be assigned to the default Admin role.XX    
General SettingsManage general settings, such as Customer Name.XX    
Interaction Detail ReportsView Interaction Detail reports. The scope of these reports is determined by the Interactions and All interactions permissions.XXXX X
Dashboard ReportsSave dashboard reports.XXXX  
Dashboard ConfigsSave filter groups on your own Dashboard.XXXXXX
Customer EventsView the customer event log. Access to customer events for specific interactions are managed by the Interactions and All interactions permissions.XX X  
Watch WordsManage Watch Words.XXXX  
SurveysManage surveys, including questions, events, and general survey configuration such as styling and behavior.XX    
Do Not CallsManage entries in the Do Not Contact list.XXXX  
InteractionsManage your own survey interactions. This does not allow users to view colleagues' interactions unless they have this option enabled in a user group.XXXXXX
All InteractionsManage all survey interactions, including those associated with other users.XXXX  
UsersManage user accounts. Edit permission can only be assigned to the default Admin role.XX    
User GroupsManage user groups.XX    
User Group MembershipAdd and remove users from groups.XX    
User PermissionsManage the permissions assigned to roles. This permission can only be assigned to the default Admin role.XX    
Email ReputationAccess the Email reputation page.XX    
TasksManage onboarding tasks.XX    
License UsageAccess the License Usage page.XX    
License Usage WarningsManage License Usage Warnings.XX    

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