Access Levels

Overview

Each dashboard user will have an access role that determines what they will and will not be able to access in the dashboard. We provide several default profiles with predefined access levels, and we also offer the option of creating custom roles to give you as much flexibility as possible when assigning access. The default profiles, along with their permissions, are below:

Role App-level Settings Channel-level settings Link-level Settings Aggregate Data Sensitive Data Export
Admin Edit Edit Edit View View Access
Team Member View Edit Edit View No Access No Access
Full Read View View View View No Access No Access
Limited Read No Access No Access No Access View No Access No Access

For each type of permission (e.g. App-level Settings), there are a number of levels of access. Those levels are described below:

App-level Settings, Channel-level Settings, Link-level Settings

  • Edit: user can see the information and edit it
  • View: user can see the information but not edit it
  • No Access: user cannot see or edit the information

Aggregate Data, Sensitive Data

  • View: user can see the data
  • No Access: user cannot see the data

Export

  • Access: user can export sensitive data from pages they can view
  • No Access: user cannot export sensitive data, even from pages they can view

Required Permissions by Dashboard Page

Page Required Permissions (to view) Default Profiles (to view)
Summary Aggregate Data All
Web to App/Journeys Banners/Analytics Aggregate Data All
Web to App/Journeys Banners/Manager Channel-level Settings Admin, Team Member, Full Read
Web to App/Deepviews Previews Channel-level Settings Admin, Team Member, Full Read
Web to App/Desktop SMS Channel-level Settings Admin, Team Member, Full Read
Ads/Analytics Aggregate Data All
Ads/Partner Management Channel-level Settings Admin, Team Member, Full Read
Ads/Links Link-level Settings Admin, Team Member, Full Read
Ads/Fraud Aggregate Data All
Email/Analytics Aggregate Data All
Email/Manager Channel-level Settings Admin, Team Member, Full Read
Organic Search Channel-level Settings, Aggregate Data Admin, Team Member, Full Read
Referrals/Analytics Aggregate Data All
Referrals/Reward Rules Channel-level Settings Admin, Team Member, Full Read
Quick Links Link-level Settings, Aggregate Data Admin, Team Member, Full Read
Link Settings App-level Settings Admin
Sources Aggregate Data All
Content Aggregate Data All
Data Import & Export/Data Feeds/Manager Channel-level Settings, Sensitive Data Admin
Data Import & Export/Data Feeds/Data Integrations Channel-level Settings, Sensitive Data Admin
Data Import & Export/Data Feeds/Webhooks Channel-level Settings, Sensitive Data Admin
Data Import & Export/CSV Exports Sensitive Data, Export Admin
Liveview Sensitive Data Admin
Account Settings/App App-level Settings Admin, Team Member, Full Read
Account Settings/User All
Account Settings/Billing App-level Settings Admin, Team Member, Full Read
Account Settings/Team App-level Settings, Sensitive Data Admin
Account Settings/Agencies App-level Settings, Sensitive Data Admin
Account Settings/SSO App-level Settings Admin, Team Member, Full Read
Set up SDK App-level Settings, Sensitive Data Admin

Getting More Permissions

As a non-Admin user, you may not be able to access/use certain sections of the Branch dashboard. If you’d like more access, please contact an Admin user on your account to ask for more permissions.

If you need further assistance, feel free to reach out to [email protected]

Updated 8 days ago

Access Levels


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