Workspace Role Management

Space role guide

In the upper-right corner of the workspace page, choose Workspace Management > Workspace > Workspace Role Management. The role list appears as shown in the following figure. Click the icon next to a role name to view its permissions.

The system preset label in the role description indicates a predefined role:

• When a workspace is created, three common roles are predefined: administrator, analyst, and developer (some existing spaces may have legacy roles).

  • A workspace administrator has full permissions on the workspace, including operation and configuration management permissions for all modules.

  • By default, analysts and developers have the following permissions (organized by navigation bar). You can modify these permission settings:

    • User insights: user list (excluding user export), user tags, marketing models, user analysis, crowd management (excluding crowd download and self-service analysis), and analysis dashboard.

    • User marketing: marketing management (excluding marketing activities), touch marketing, and advertising marketing.

    • Automated marketing.

• For social interaction and other modules, dedicated predefined roles are provided. To view the specific permissions, click the icon next to the role name. The administrator also has all permissions of these modules.

You can also create custom roles. For more information, see Create A Role.

Create a role

1. In the upper-right corner of the page, choose Workspace Management > Workspace> Workspace Role Management.

2. Click Create Role in the upper-right corner.

3. In the Create Role dialog box, set the Role Name, Description, Permissions, and then click OK.

Manage workspace roles

The following operations are available for each role in the role list:

• Edit: Click the icon, modify the role name, description, and permissions, and then click OK.

• To add a member, click the icon. In the dialog box that appears, select one or more member accounts and click OK.

• Manage members: Click the icon or click Manage Members. In the dialog box that appears, view the existing members of the role. Click Remove to remove the members from the role.

  Note

  • A member who has only one role in the workspace cannot be removed from that role, because each member must have at least one role.

  • Any role, including the administrator role, can have no members.

  • The organization administrator has the same permissions as the workspace administrator but does not belong to the workspace administrator role.

  

• Set as Default: The default role is automatically assigned to members added in batches and is marked with the icon. The initial default role is analyst. Click Set as Default to change it.

• Delete: If the role has no members and is no longer needed, click Delete to remove it from the workspace.