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Guide to Default Role Access types

Default access guide for starters

Written by Support

In this article, you will learn the default behavior of user access types by the following role types:

Admins (Lead Administrator)

Employee and data

  • By default, all employees, regular and smart custom segments

  • By default, all employee data including reports and Journey data

Tools Content

  • All content created by the Lead admin themselves, including Standard Administrators and Managers content.

Admins (Standard Administrator)

Employee and data

  • By default, only people reporting to them

  • Additional Georestriction settings may be applied, and when enabled, limits the employee access to people who belongs to the same location value.

  • Additional employee or segments may be added via Employee access settings and Dynamic Custom Segment assignment.

  • Employee and Journey data are limited based on the assignments above (only people they have access to)

Tools Content

  • All content created by the Standard admin themselves

  • Shared content by other Administrators or Managers

Managers (Primary or Secondary)

Employee and data

  • By default, only people reporting to them

  • Georestriction settings do not apply for Managers

  • Additional employee or segments may be added via Employee access settings and Dynamic Custom Segment assignment.

  • Employee and Journey data are limited based on the assignments above (only people they have access to)

Tools Content

  • All content created by the Manager themselves

  • Shared content by other Administrators or Managers

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