TABLE OF CONTENTS
- Standard User Role
- User Role and Main Menu Permission
- User Role Explained
- Other functionalities that can be activated for each role
Standard User Role
- System Admin
- Admin
- User
- Workflow+ User (Front-Line Manager)
- Workflow User (Front-Line)
User Role and Main Menu Permission
Below is a table that outlines the main menu sections that the different user types have access to. Each menu section has sub-menu sections with different functionalities that the user can access.
| System Admin | Admin | User | Workflow + | Workflow |
|---|---|---|---|---|
| Search | Search | Search | Search | Search |
| Favorites* | Favorites* | Favorites* | Favorites* | Favorites* |
| Close the Loop | Close the Loop | Close the Loop | Close the Loop | Close the Loop |
| Report Hub | Report Hub | Report Hub | - | - |
| Campaigns | Campaigns | - | - | - |
| Data | Data | Data (Export) | - | - |
| Settings | Settings | - | - | - |
| Help | Help | Help | Help | Help |
| My Profile | My Profile | My Profile | My Profile | My Profile |
*if Favorites were enabled for the role by the Admin
User Role Explained
Workflow (Front-line User)
The workflow user has access to the Close the Loop aspects of the CustomerGauge system. They are able to:
- Track Cases
- Change case status (Open, In-progress, Close, etc)
- Assign cases to users
- Add notes to cases
- Search
Workflow+
The workflow+ user has access to a dashboard that gives an overview of the program in addition to be able to access everything that workflow users can access.
User
Users are able to access everything that Workflow + users can access, plus :
- Export
- Reporting
- OPTIONAL - Setting up and editing Reports with the Report Hub
Admin
Admin users are able to access everything that Users can access. In addition they can perform administrative functions including:
- Adding, editing and removing users from the system
- Building and maintaining owned surveys campaigns
- Building and maintaining owned Workflow Rules
- Setting up and editing Reports with the Report Hub
- Uploading Data via the application
- Uploading Data manually and maintaining any integrations
- Removing single survey records
System Admin
System Admin users are able to access all features available to Admin users. In addition they can adjust system settings and perform bulk data administration tasks. Here are some of the actions (but not limited to) that a System Admin can do:
- Adjust Permissions for other roles
- Bulk Edit and Bulk Delete Survey Records
- Adjust anyone's Campaigns and Surveys
- Adjust Field Settings
- Act on GDPR requests