Role Management & Permissions

Learn how to manage user permissions and roles in GrowthLoop.

In this article, you'll learn what types of custom roles can be created in GrowthLoop for permission management. You are able to design specific roles for your organization with granular permissions on datasets, audiences, and other objects within GrowthLoop.

By default, GrowthLoop has three defined roles within an organization:

ActionUserAdminOwnerAction Definition
Create Audiencesโœ…โœ…โœ…Creates audience
Edit Audiencesโœ…โœ…โœ…Edits audiences*
Delete Audiencesโœ…โœ…โœ…Deletes audiences*
View Audiencesโœ…โœ…โœ…Views audience*
List Audiencesโœ…โœ…โœ…Views list of all audiences*
Create Templatesโœ…โœ…โœ…Creates templates
Edit Templatesโœ…โœ…โœ…Edits templates
Delete Templatesโœ…โœ…โœ…Deletes templates
Create Exportsโœ…โœ…โœ…Exports audiences*
Update Exportsโœ…โœ…โœ…Updates Exports*
CSV ExportsโŒโœ…โœ…Exports audiences to CSV (limited to < 300k records)
Create Destinationโœ…โœ…โœ…Creates Destinations
Delete Destinationโœ…โœ…โœ…Deletes Destinations
Create Studioโœ…โœ…โœ…Creates audiences in studio
Create Journeyโœ…โœ…โœ…Creates journeys
Update Journeysโœ…โœ…โœ…Updates journeys
Delete Journeysโœ…โœ…โœ…Deletes journeys
Create Syncsโœ…โœ…โœ…Creates syncs
Update Syncsโœ…โœ…โœ…Updates syncs
View ActivityโŒโœ…โœ…Views activity across audiences and syncs in central dashboard
Create DatasetsโŒโœ…โœ…Creates Datasets
List DatasetsโŒโœ…โœ…Views a list of all Datasets
View DatasetโŒโœ…โœ…Views details of a specific dataset
Update DatasetโŒโœ…โœ…Updates Datasets
Create Dataset GroupsโŒโœ…โœ…Creates Dataset Groups
List Dataset GroupsโŒโœ…โœ…Views a list of all Dataset Groups
View Dataset GroupโŒโœ…โœ…Views a specific Dataset Group
Update Dataset GroupsโŒโœ…โœ…Updates Dataset Groups
PII ManagementโŒโœ…โœ…Uses fields labeled as PII in exports for personalization of marketing messages
List TeamsโŒโœ…โœ…Views a list of all teams in organization
Edit TeamsโŒโœ…โœ…Adds or removes users from teams
List UsersโŒโœ…โœ…Views a list of all users in organization
Review AudiencesโŒโœ…โœ…Reviews and approves audiences for export
Refresh Source ConnectionโŒโœ…โœ…Refreshes Source Connection
Create SourcesโŒโœ…โœ…Adds source ingests to Data Cloud
List SourcesโŒโœ…โœ…Views list of all source ingests
Create InvitesโŒโŒโœ…Invites users to join organization
List InvitesโŒโŒโœ…Sees list of all invites to organization
Create StorageโŒโŒโœ…Sets external storage configuration for exports
Update NotificationsโŒโŒโœ…Sets who in the organization receives notifications
Update Share SettingsโŒโŒโœ…Sets default audience share settings for organization
Create Source ConnectionโŒโŒโœ…Creates source connection for organization
List Source ConnectionsโŒโŒโœ…Views list of all source connections
Update Source ConnectionsโŒโŒโœ…Assigns Source Connections to specific teams and modifies logging settings
User Activity Audit LogsโŒโœ…โœ…Visibility of actions taken by any user

*Audiences that are shared with them as editor

Custom Roles

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Custom Roles

Custom roles are available on GrowthLoop Enterprise plan

GrowthLoop roles were designed to be completely customizable for enterprise teams. Many of our customers need high specific roles that fit their organization with granular permissioning. You are able to design an unlimited number of custom roles for users within your GrowthLoop Organization. These roles can then be assign to users to provide them with specific permissions.

To design a custom role simply select the permissions from GrowthLoops available list and give your role a name.

Our team will configure the Custom Role for your organization in the GrowthLoop platform, and you will be able to assign your users with that specific role.

Role Assignments

To update role assignments for users in your organization, simply follow these steps:

  1. Navigate to Organization page
  2. Click Users tab
  3. Select role next to user name, and the new role will automatically save for that user.
Update User Roles

Update user roles on Organization Management Panel

If you experience any issues or have any questions, please reach out to us atย [email protected], and weโ€™ll be in touch shortly!