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Expert Success Center

Dashboard Tool Permissions

Particular Seated user (formerly Pro Member) roles are required for different Dashboard tools.

Dashboard tools are accessible to certain levels of Seated user roles. The following are the minimum role required to use each Dashboard feature or tool.

Contribution Reports

  • Capture Manager Report - Admin
  • Group Comparison - Admin
  • Site Contributions - Admin
  • Site History - Viewer
  • User Comparison - Admin
  • User Contributions - Viewer

Customer Experience Reports

  • Customer Insights - Viewer (to see personal activity), Admin (to see other user activity)
  • Page Views - Admin
  • Path Completion - Admin
  • Search Insights - Admin
  • Self-Service - Admin

Site Reports

  • Community Scoring - Admin
  • Content Aging - Admin
  • HelpRequest Usage - Admin
  • Search Terms and Queries - Admin
  • Site Activity - Admin
  • Site Structure Analysis - Admin

Content Tools

  • Content ID Manager - Admin
  • Draft Manager - Viewer
  • Find & Replace - Admin
  • Link Manager - Viewer
  • Media Manager - Viewer
  • Page Classification Manager - Viewer
  • Path Manager - Author

Integrations

  • API Token Management - Admin
  • Single Sign On Configuration - Admin
  • Touchpoints Management - Admin

Site Administration

  • Editor Configuration - Admin
  • Global Variables - Viewer
  • Template Directory - Viewer
  • XML Sitemap - Viewer

 

 

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