Standard User Role


The Standard Users Roles available in CustomerGauge are as follow.
  • Admin
  • User
  • Workflow User (Front-Line)
  • Workflow+ User (Front-Line Manager)


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.


Admin
User
Workflow
Workflow +
SearchSearchSearchSearch
Favorites*Favorites*

Favorites*

Favorites*
Close the LoopClose the LoopClose the Loop
Close the Loop
Report HubReport Hub--
Campaigns---
DataData (Export)--
Settings---
HelpHelpHelpHelp
My ProfileMy ProfileMy ProfileMy Profile

*if Favorites were enabled for the role by the Admin


User Role Explained


Workflow User (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+ User (Front-line Manager)

The workflow+ user has access to the dashboard required to have 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

Admin User

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 surveys campaigns
  • Uploading Data via the application
  • Uploading Data manually and maintaining any integrations
  • Setting up and editing Reports with the Report Hub
  • Editing the system security settings including API IP whitelisting address



Other functionalities that can be activated for each role

  • Personal Dashboards
  • Favorite Reports
  • Show Survey link in the Reports