Overview
This article details each of the permissions offered in Element451. These permissions are automatically added to System Permission Groups and cannot be edited. You can, however, add these permissions to Custom Permission Groups and assign users to those Permission Groups to tailor access to your specific needs.
Accessing Permissions
These permissions are accessed when viewing system groups or creating/editing custom groups. Navigate to your profile picture in the top right corner, then click Settings > Manage Users > Permission Groups. Once you're on the Permission Groups page, you can view and edit individual permissions by clicking on a specific group. Keep in mind that permissions within system groups cannot be modified.
List + Details of Individual Permissions
App451
Delete User Application | Allows for deleting a user's application and its resources. |
Access App451 | Allows basic access to the applications section and dashboard. |
Administer Applications | Allows for creating/editing/deleting application types, portals, and recommendations. |
Administer Application Waivers | Allows for creating/editing/deleting application waivers. |
Appointment451
Administer Appointments | Administer appointments |
Appointments User | Allows for access to appointments |
View Appointments | View appointments. Cannot edit, delete, or create |
My Appointments | View/Create/Edit/Delete appointments assigned to me, create/edit/delete availability, configure settings |
Campaign451
Access Campaigns451 | Allows basic access to the campaigns dashboard and analytics. |
Administer Templates | Allows for create/edit/delete of templates. |
Administer Communications | Allows for create/edit/delete of communications. |
Administer Campaigns | Allows for create/edit/delete of communications and templates. |
Edit Own Communications* | Edit only Communications authored by the user. |
View Communications* | Allows user to view all campaigns but cannot edit. |
Edit My Team Communications* | Edit communications authored by any member of my team. |
Create Tags* | Create a Tag. |
Delete Tags* | Delete a Tag. |
Edit Tags* | Edit all Tags. |
Send Communications* | Send all communications. |
Send Own Communications* | Send only communications authored by the user. |
Send My Team Communications * | Send communications authored by any member of my team. |
*For these permissions to function as intended, the user must also have the Access Campaigns permission enabled.
Conversations451
Access Conversations451 | Allows for creating/editing conversations. |
Administer Conversations | Allows for creating/editing conversations and rules. |
Manage Conversations | Allows for deleting conversations. |
Decision451
Access Decision Overview | Allows basic access to the decision section. |
Administer Decision Applications | Administer the decision applications. |
Administer Decision Settings | Allows for creating/editing/deleting of decision module settings and users. |
Access Decision451 | Allows basic access to the decision section. |
Access Decision Reports | Allows access to the admin reports. |
Element451 Core
Dashboards
Administer Dashboards | Administer all dashboards. |
Access Dashboards | Access dashboards feature. |
Data
Access Import/Export | Allows basic access to the import, export, and templates data section. |
Administer Data Templates | Allows for creating/editing/deleting data import and export templates. |
Administer Fields Settings | Create/edit/delete any field settings. |
Administer Documents | Create/edit/delete documents |
Administer Data Sources | Create/edit/delete any data source. |
Access Data451 | Allows basic access to the data section. |
Administer Import/Export | Allows for creating/editing/deleting import jobs, export jobs, and data templates. |
Administer Custom Fields | Create/edit/delete custom fields. |
Administer Source Codes | Create/edit/delete any source codes. |
Administer Connectors | Allows for creating/editing/deleting data connectors. |
Administer Knowledge Base | Allows for creating/editing/deleting knowledge base articles. |
Journeys
Manage Journeys | Create, update, delete, and list journeys |
Manage Journeys Users | Add, remove, move, and list journeys users |
View Journeys | List journeys |
Organizations
Administer Organizations | Administer organizations |
Packs
Execute Packs | Access to execute packs |
Records
Edit People Profiles | Update people profiles |
Delete Labels | Delete any label from the labels section |
Administer People Profiles | View and update people profiles |
Deactivate People Profile | Activate/deactivate a person’s record |
View People Profiles | View-only access to people's profiles |
Delete People Profile | Permanently delete a person’s record and its resources |
Edit Labels | Edit any label |
Administer Duplicates | Merge duplicates |
Administer Labels | Create/edit/delete any label |
Administer Profile Templates | Create/Edit Profile Templates |
Administer People Application Details | View and update people application details from profiles |
See Full SSN | View the entire SSN |
Administer Territories | Create/edit/delete any territory |
Edit Territory Opt-in/Opt-Out | Ability to change territory opt-in/opt-out |
Change Password | Change a person’s password. |
See Data Quality Issues | Be able to see data quality issue alerts. |
Login To Person Application | Be able to impersonate a person and log in to their application. |
See All Sent Email/SMS Content | View content that was sent to the contact. |
See Sent Email/SMS Content - Sensitive Info Redacted | View content with sensitive information removed from the preview. |
Segments
Edit Own Segments | Edit only segments authored by the user. |
Edit Segments | Edit all segments. |
Administer Segments | Allows for creating/editing/deleting segments. |
Add Labels to Segment | Add labels to people via segments. |
Administer Segment Folders | Allows for creating/editing/deleting of segment folders. |
Create Segment | Create a segment. |
Administer Segment Tags | Allows for creating/editing/deleting segment tags. |
Delete Segments | Delete only segments authored by the user. |
Settings
Administer Settings | Access to the client settings section |
Administer Deposits | Allows for creating/editing/deleting deposits |
Administer Privacy Settings | Allows access to the client privacy settings section |
Administer Phone Numbers | Create/edit/delete phone numbers |
Surveys
Access Surveys | Access surveys |
Administer Surveys | Administer surveys |
Tasks
View Tasks | See tasks, subscribe or unsubscribe to tasks |
Tasks User | Create/edit/delete tasks |
Administer Tasks | Create/edit/delete to-do tasks and types and notes |
Administer Task Queues | Create/edit/delete task queues |
Users
Administer Internal Users | Create and invite internal users |
Administer Departments List | Allows for creating/editing/deleting departments under settings |
Event451
Access Events | Allows basic access to the events section |
Administer Event451 | Allows Admin access to create/delete/edit |
Administer Event Attendees | Allows for creating/editing/deleting event attendees, and viewing attendees tab. |
Insights451 - Predict
Predict451 | Use Predict API |
Element451 Insights
Access General Dashboard | Allow access to the general insights dashboard |
Access Tasks Performance Dashboard | Allow access to the tasks performance insights dashboard and Q topic |
Access Campaigns Dashboard | Allow access to the campaigns insights dashboard and Q topic |
Access Events Dashboard | Allow access to the events insights dashboard and Q topic |
Access Funnel Dashboard | Allow access to the funnel insights dashboard and Q topic |
Access Sources Dashboard | Allow access to the sources insights dashboard and Q topic |
Access Conversations Dashboard | Allow access to the conversations insights dashboard and Q topic |
Access Web Activities Dashboard | Allow access to the web activities insights dashboard and Q topic |
Access Management Dashboard | Allow access to the management insights dashboard and Q topic |
Page451
Access Pages | Allows basic access to the pages section |
Administer Pages | Allows for creating/editing/deleting pages |
Publish Pages | Allows for publishing pages |
Prospect451
Access Prospect451 | Allows basic access to the prospects section |
Administer Forms | Allows for creating/editing/deleting forms |
Site451
Administer Sites | Allows for creating/editing/deleting sites |
Access Sites | Allows basic access to the sites section |
Publish Sites | Allows for publishing sites |