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Roles and Permissions

Define roles for your organization and assign permissions on Launchers, Users, and Campaign Management

In This Article

  • Roles and Permissions Overview

  • Setting User Role (Administrators Only)

  • Setting Launcher / Campaign Roles (Administrators Only)

Required Permissions: Administrator

Overview

Roles allow granting a set of permissions for each User against Jeto Features, including API, Users, Groups, Launchers, and Campaigns. A User's Role is set in each User's Profile.

Roles associated with a User on a specific Launcher will dictate the Permissions of this user on all Campaigns created from this Launcher.

To offer additional flexibility, User Role will apply by default when a Launcher is Shared, but Launcher Role can also be Overwritten. This allows for a single User to play different roles on different Launchers (and related Campaigns) - where the Role can be swapped between Viewer, Editor, Approver, and Collaborator. 


Flexible permissions with Hybrid Roles

If you need users to create your campaign AND view/access campaigns from other team members, leverage our Hybrid Roles advanced permissions!

With Hybrid Roles, users can be configured to have combined the "Creator" role with any one of the Viewer or Editor, or Approver roles on the same Launcher(s).

This allows team members to be able to create their own campaigns as well as access campaigns created from team members.

You can enable Hybrid Roles in 2 different ways:
1) At the User Level: use this configuration if you need user to have hybrid roles on ALL their Launchers.

2) At the Launcher Level: Also referred to as "Overwritten Roles" this allows you to set specific roles at the Launcher level- which will superseed the User Roles for these specific Launcher(s).

Here is how to set these up.

User Role Configuration

To set a Role for your User, access the User's Profile and chose one of the 5 roles available:

Launcher Role Configuration

The Roles associated with a User on a specific Launcher will dictate the Permissions of this user on all Campaigns created from this Launcher and superseed the User level Permissions.

To edit the Role associated with a User on a given Launcher, edit the Launcher and navigate to Launcher Settings and Approval Team. From there: 

  1. Add /remove Users and/or Groups

  2. Select the Role(s) to apply. 



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