Overview
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
In the top right of your screen, locate and click your user profile image or icon.
Hover your cursor over Settings.
Select Manage Users.
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
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 individual permissions assigned to a particular system group:
Click your profile picture in the top right corner.
Navigate to Settings > Manage Users > Permission Groups.
Select a Permission Group from the list.
Click Permissions from the left-hand menu. The assigned permissions will contain a check mark by them. Remember, you cannot edit system group permissions, and that is why the checkboxes are grayed out.
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
In the top right of your screen, locate and click your user profile image or icon.
Navigate to Settings > Manage Users > Permission Groups
Locate and click on a team member's name.
Click on the Groups & Permissions tab at the top.
Use the checkboxes to assign the user to one or more groups. Remember, Permission Groups determine what actions the user can take.
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.
Troubleshooting Permission Updates
Please note that it can take up to 60 seconds for permission updates to take effect. If the permission change doesn’t seem to have taken effect, follow these steps:
Wait an additional 90 seconds.
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