Organizations, Projects, Groups and Roles
- 30 Jul 2024
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Organizations, Projects, Groups and Roles
- Updated on 30 Jul 2024
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
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Xponent supports a permissions model that allows you to control access to organizations and projects, as well as the ability to create groups. These roles are managed from the User and Project Administration screens. Organizational roles will trump the Project Roles.
- Organization Roles
- Administrative Roles
- Administrative roles have rights over all projects in that organization and are the only users allowed to create projects in an organization
- Types of Administrative Roles
- Owner
- All Administrative rights in an organization
- Operator
- All Administrative rights in an organization*
- Configurer
- Most admin rights but limited operational capabilities
- Owner
- Non-Administrative Roles
- Member
- No rights by default. Rights are granted through project roles
- Member
- Administrative Roles
- Project Roles
- Admin
- Can create connections
- Can assign users to project
- Can enable journey discovery analytics dashboard
- Developer
- Can use the project editor (graphs, adaptors, logic)
- Can use the journey mapper and metrics
- Can see the Performance Dashboard
- Strategist
- Can use the journey mapper and metrics
- Can see the Performance Dashboard and Journey Discovery Analytics
- Admin
- Groups
- Collection of users to make administration easier
Currently, the only difference between Owner and Operator is that Owners can create additional owners.
Organization Role Permissions
| Permissions / Role | Admin Roles | Member |
|---|---|---|
| Add/Edit/Delete Organizations | NO | NO |
| Add/Edit/Delete Organization Users | YES | NO |
| Add/Edit/Delete Organization Groups | YES | NO |
| Add/Edit/Delete Organization Projects | YES | NO |
| Project Admin for all Projects | YES | NO |
Administrative Role Permissions
| Permissions / Role | Owner | Operator | Configure |
|---|---|---|---|
| View/Add/Update/Delete Graph Templates | YES | YES | YES |
| View/Add/Update/Delete Managed Graphs** | YES | YES | YES |
| Update Publish Settings for Graph Templates | YES | YES | NO |
| Update Publish Settings for Managed Graphs** | YES | YES | NO |
| Add/Edit/Delete Owner Users | YES | NO | NO |
In order to be able to create a Managed Graph, you need to be an Xponent Journey Hub OEM partner
Please contact your Xponent representative if you are interested in using this feature.
Anyone can use a Managed Graph that is available to them in the Create New window.
Project Role Permissions
| Permission / Role | Admin | Developer | Strategist |
|---|---|---|---|
| Add/Remove Users to Project Roles | YES | NO | NO |
| View/Start/Stop Deployments | YES | NO | NO |
| Create/Restore Versions | YES | NO | NO |
| Add/Edit/View/Delete Graphs | YES | YES | NO |
| Add/Edit/View/Delete Connections | YES | YES | NO |
| Add/Edit/View/Delete Environments | YES | YES | NO |
| Add/Edit/View/Delete Journeys | YES | YES | YES |
| Add/Edit/View/Delete Metrics | YES | YES | YES |
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