Roles & Permissions

Updated on 03 Jan 2024
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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:

Click Add Role in the Manage Permissions tab (Manage Users page).
Provide a name for the role, then click Create New Role.
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.
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 name	Allows users to...	Default Permissions for Admins		Default Permissions for Supervisors		Default Permissions for Agents
Permission name	Allows users to...	Can Edit	Can View	Can Edit	Can View	Can Edit	Can View
Customer Payments	Make one-time payments and configure auto top-ups.	X	X
Survey Restrictions	Configure survey restriction rules.	X	X
Integrations	Create integrations between Mindful Feedback and other software.	X	X
Branding	Manage the logo associated with your Mindful account.	X	X
Phone Connections	Manage phone connections, including the default surveys for each connection.	X	X
Customer Credentials	Manage secure credentials used for API access and integrations. This permission can only be assigned to the default Admin role.	X	X
General Settings	Manage general settings, such as Customer Name.	X	X
Interaction Detail Reports	View Interaction Detail reports. The scope of these reports is determined by the Interactions and All interactions permissions.	X	X	X	X		X
Dashboard Reports	Save dashboard reports.	X	X	X	X
Dashboard Configs	Save filter groups on your own Dashboard.	X	X	X	X	X	X
Customer Events	View the customer event log. Access to customer events for specific interactions are managed by the Interactions and All interactions permissions.	X	X		X
Watch Words	Manage Watch Words.	X	X	X	X
Surveys	Manage surveys, including questions, events, and general survey configuration such as styling and behavior.	X	X
Do Not Calls	Manage entries in the Do Not Contact list.	X	X	X	X
Interactions	Manage your own survey interactions. This does not allow users to view colleagues' interactions unless they have this option enabled in a user group.	X	X	X	X	X	X
All Interactions	Manage all survey interactions, including those associated with other users.	X	X	X	X
Users	Manage user accounts. Edit permission can only be assigned to the default Admin role.	X	X
User Groups	Manage user groups.	X	X
User Group Membership	Add and remove users from groups.	X	X
User Permissions	Manage the permissions assigned to roles. This permission can only be assigned to the default Admin role.	X	X
Email Reputation	Access the Email reputation page.	X	X
Tasks	Manage onboarding tasks.	X	X
License Usage	Access the License Usage page.	X	X
License Usage Warnings	Manage License Usage Warnings.	X	X

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