Roles and permissions

  • Updated

NOTE! This is an add-on feature that is only included in the Enterprise subscription but can be purchased separately for those without Enterprise.
Contact Ungapped's support to activate or purchase the feature.

 

The HR department should only be allowed to create surveys, the consultant should only be allowed to view e-mail statistics, and the communicators should be allowed to create surveys and send newsletters…

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How to create custom roles:

  1. Open account settings.
  2. Navigate to Account users in the left sidebar.
  3. Click on the Roles and permissions tab.
    (If you don’t see this tab, contact Ungapped support.)
  4. Click the turquoise Create new role button.
  5. Assign a name and optional description to the role, and configure it´s settings.
  6. Click Create role when you're done.
  7. You can then assign this role to account users.

To edit an existing role - simply click on the role’s name to open the edit mode, make your changes, and save.