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.

Administer Appointments

Administer appointments

Appointments User

View/Create/Edit/Delete (All) Appointments, create/edit/delete availability, configure my settings

View Appointments

View appointments. Cannot edit, delete, or create
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*add My Appointments permission to also grant manage access for the user's own appointments

My Appointments

View/Create/Edit/Delete own appointments, create/edit/delete availability, configure settings
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*add View Appointments permission to also grant view-only access for all other appointments

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*

Create, edit, delete, and duplicate only Communications authored by the user. Also allows for moving authored campaigns to a folder.

Edit My Team Communications*

Edit communications authored by any member of my team. Also allows for creating campaigns.

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.

Access Conversations451

Allows for creating/editing conversations.

Administer Conversations

Allows for creating/editing conversations and rules.

Manage Conversations

Allows for deleting conversations.

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.

Administer Dashboards

Administer all dashboards.

Access Dashboards

Access dashboards feature.

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

If you are looking for a permission that grants view-only access to documents, that permission is included with other permissions such as view profiles and access decisions. Do not add administer documents if you want the user to have view-only access.

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.

Manage Journeys

Create, update, delete, and list journeys

Manage Journeys Users

Add, remove, move, and list journeys users

View Journeys

List journeys

Administer Organizations

Administer organizations

Execute Packs

Access to execute packs

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.

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.

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

Access Surveys

Access surveys

Administer Surveys

Administer surveys

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

Administer Internal Users

Create and invite internal users

Administer Departments List

Allows for creating/editing/deleting departments under settings

Edit Visibility Groups

Ability to manage visibility groups

Access Webhooks

Access Webhooks

Administer Workflows

Allows for creating/editing/deleting of workflows and workflow rules.

Access Workflows

Allows access to view workflows and rules.

Edit Own Workflows*

Edit only workflows and workflow rules authored by the user. Also allows for creating workflows/rules.

Edit Team Workflows*

Edit workflows and workflow rules authored by any member of their team. Also allows for creating workflows/rules.

Administer Workflow Folders*

Allows for creating/editing/deleting of workflow folders.

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.

Predict451

Use Predict API

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

Access Pages

Allows basic access to the pages section

Administer Pages

Allows for creating/editing/deleting pages

Publish Pages

Allows for publishing pages

Access Prospect451

Allows basic access to the prospects section

Administer Forms

Allows for creating/editing/deleting forms

Administer Sites

Allows for creating/editing/deleting sites

Access Sites

Allows basic access to the sites section

Publish Sites

Allows for publishing sites