Engagement

Roles and Permissions Defined
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Note: this is a Champion feature. If you are not a member of a Champion, this will not be a feature available to you. Find out more about non-Champion features here!

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Introduction to Roles


There are eight roles, each with specific permissions. A member can have multiple roles assigned to them, allowing for roles to be stacked depending on their specific job. For a full description of which roles have what permissions, see our Roles & Permissions Matrix.

 

 

Admin Roles


Admin

The roles of Admins are similar to Super Admin role, but simplified. The Admin role is ideal for those who:

  • Need to manage Champion's members and settings, but are not a Frontline Champion
  • Do not need access to Console or authoring tools

 

Super Admin

This role serves as a Frontline Champion and the highest-level of administration. Super Admins are the only role who can set roles for other Champion members.

There must be at least one Super Admin per Champion. A safe-guard function is built-in, to ensure a Champion always has at least one Super Admin.

 

Agent Roles


Agents

There are three types of Agent Roles that can be assigned. All Agents act on the behalf of a Champion as Frontline Champions. This includes:

  • Accessing Resources
  • Sending Champion Messages
  • Using Console

 

Volunteer Agents

Volunteer agents currently have the same functionality as agents. However, their roll can be distinguished from an Agent when someone is acting in a volunteer capacity.

 

Advanced Agents

The Advanced Agent role is ideal for Frontline Champions who need more control over the onboarding experience. Additional permissions of Advanced agents include:

  • Creating Advanced Invitations
  • Managing all users and cohorts, not just users they specifically grow

 

Author Roles


Author

All authors focus on curating and managing Champion content. Both author types can:

 

Advanced Author

Advanced author roles are for Champion members who curate and create content for the Champion. Additional permissions of Advanced authors include:

  • Creating Programs & Assessments for the Champion

 

Brand Rep


Brand reps serve as social media managers. They determine which images and content are found on Champion's Feed.

 

Find out more about Roles and Permissions through these articles:

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