Permission Groups Overview

Create custom permissions to fit your team's operations

Ardis Kadiu avatar
Written by Ardis Kadiu
Updated over a week ago


Permissions are how you grant your internal users access to specific modules in Element451. Different permissions control different aspects of each module. Some Permissions are "administrative," meaning they can control the entire module. Other Permissions are more specific, allowing access to or editing only certain module aspects.

Permission Groups are collections of individual permissions. Users in a permission group have all permissions assigned to that group.

Permissions can't be added to users on an individual basis. You must assign users to a System Permission Group or a Custom Permission Group.

Accessing Permission Groups

  1. In the top right of your screen, locate and click your user profile image or icon.

  2. Hover your cursor over Settings.

  3. Select Manage Users.

  4. From the left navigation menu, click Permission Groups.

Types of Permission Groups

System Permission Groups

System Permission Groups are pre-configured and set by Element451 and provided by default in your Instance. System Permission Groups cannot be edited; you can only add or remove users.

View a list of all System Permission Groups

  • Api451 User

  • App451 Administrator

  • App451 User

  • Appointment451 Administrator

  • Appointment451 User

  • Campaign451 Administrator

  • Campaigns451 User

  • Conversations Administrator

  • Conversations User

  • Custom Fields Manager

  • Data Manager

  • Decision451 Administrator

  • Decision451 Reports User

  • Element451 Administrator

  • Event451 Administrator

  • Event451 User

  • Insights Access All Dashboards

  • Internal Users

  • Journeys Administrator

  • Journeys User

  • Labels Manager

  • Manage Profiles

  • Organizations Administrator

  • Page451 Administrator

  • Prospect451 Administrator

  • Segments Administrator

  • Site451 Administrator

  • Surveys Administrator

  • Task Manager

To review the permissions assigned to a particular system group:

  1. Click your profile picture in the top right corner.

  2. Navigate to Settings > Manage Users > Permission Groups.

  3. Select a Permission Group from the list.

  4. Click Permissions from the left-hand menu. The assigned permissions will contain a check mark by them. Remember, you cannot edit system group permissions.

Custom Permission Groups

Can't find the right fit among the System Permission Groups? You can create your own Custom Permission Groups to tailor access exactly to your requirements. These groups allow you to select and combine specific individual permissions, offering precise control over what actions users can perform.

Managing a User's Permission Groups

  1. In the top right of your screen, locate and click your user profile image or icon.

  2. Navigate to Settings > Manage Users > Permission Groups

  3. Locate and click on a team member's name.

  4. Click on the Groups & Permissions tab at the top.

  5. Use the checkboxes to assign the user to one or more groups. Remember, Permission Groups determine what actions the user can take.

  6. Changes are saved automatically.

You can also remove users when editing a Permission Group (System and Custom) by using the Users tab in the left-hand menu.

Individual Permissions

Our article, "List and Details of Individual Permissions," provides a detailed overview of permission options for custom permission groups. It can also be helpful when reviewing the permissions within system groups.

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