Role Management & Permissions

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:

Action	User	Admin	Owner	Action Definition
Create Audiences	✅	✅	✅	Creates audience
Edit Audiences	✅	✅	✅	Edits audiences*
Delete Audiences	✅	✅	✅	Deletes audiences*
View Audiences	✅	✅	✅	Views audience*
List Audiences	✅	✅	✅	Views list of all audiences*
Create Templates	✅	✅	✅	Creates templates
Edit Templates	✅	✅	✅	Edits templates
Delete Templates	✅	✅	✅	Deletes templates
Create Exports	✅	✅	✅	Exports audiences*
Update Exports	✅	✅	✅	Updates Exports*
CSV Exports	❌	✅	✅	Exports audiences to CSV (limited to < 300k records)
Create Destination	✅	✅	✅	Creates Destinations
Delete Destination	✅	✅	✅	Deletes Destinations
Create Studio	✅	✅	✅	Creates audiences in studio
Create Journey	✅	✅	✅	Creates journeys
Update Journeys	✅	✅	✅	Updates journeys
Delete Journeys	✅	✅	✅	Deletes journeys
Create Syncs	✅	✅	✅	Creates syncs
Update Syncs	✅	✅	✅	Updates syncs
View Activity	❌	✅	✅	Views activity across audiences and syncs in central dashboard
Create Datasets	❌	✅	✅	Creates Datasets
List Datasets	❌	✅	✅	Views a list of all Datasets
View Dataset	❌	✅	✅	Views details of a specific dataset
Update Dataset	❌	✅	✅	Updates Datasets
Create Dataset Groups	❌	✅	✅	Creates Dataset Groups
List Dataset Groups	❌	✅	✅	Views a list of all Dataset Groups
View Dataset Group	❌	✅	✅	Views a specific Dataset Group
Update Dataset Groups	❌	✅	✅	Updates Dataset Groups
PII Management	❌	✅	✅	Uses fields labeled as PII in exports for personalization of marketing messages
List Teams	❌	✅	✅	Views a list of all teams in organization
Edit Teams	❌	✅	✅	Adds or removes users from teams
List Users	❌	✅	✅	Views a list of all users in organization
Review Audiences	❌	✅	✅	Reviews and approves audiences for export
Refresh Source Connection	❌	✅	✅	Refreshes Source Connection
Create Sources	❌	✅	✅	Adds source ingests to Data Cloud
List Sources	❌	✅	✅	Views list of all source ingests
Create Invites	❌	❌	✅	Invites users to join organization
List Invites	❌	❌	✅	Sees list of all invites to organization
Create Storage	❌	❌	✅	Sets external storage configuration for exports
Update Notifications	❌	❌	✅	Sets who in the organization receives notifications
Update Share Settings	❌	❌	✅	Sets default audience share settings for organization
Create Source Connection	❌	❌	✅	Creates source connection for organization
List Source Connections	❌	❌	✅	Views list of all source connections
Update Source Connections	❌	❌	✅	Assigns Source Connections to specific teams and modifies logging settings
User Activity Audit Logs	❌	✅	✅	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:

Navigate to Organization page
Click Users tab
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 at [email protected], and we’ll be in touch shortly!