Permissions

Permissions

View Permissions

Every view has user permissions, which dictate who can read the view and who can modify the view.

Below is a matrix table that details how these roles differ.

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Feature
Viewer
Editor
Owner
View
✅
✅
✅
Temporarily modify filters
✅
✅
✅
Export to CSV
✅
✅
✅
Clone view
✅
✅
✅
Save filter edits
✅
✅
Rename view
✅
✅
Edit table columns
✅
✅
Edit sidebar fields
✅
✅
Edit detail pages
✅
✅

The only practical difference between Editor and Owner is that if you are the owner, the view will display under My Views whereas if you are an Editor, the view will display under Shared Views.

User Permissions

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Beyond views permissions, each user has an assigned role of User or Admin. Below is a matrix table that details how these roles differ.

Feature
User
Admin
Search
✅
✅
Create and modify views
✅
✅
Temporarily edit any view’s filters
✅
✅
Share views (as long as user is Owner or Editor of the view)
✅
✅
View Feed (including ability to edit personal feed filters)
✅
✅
View Data configuration page
✅
✅
View Segments page (including conversions, filters, signals, boosts)
✅
✅
View detail pages
✅
✅
Favorite, hide, export CSV, clone view
✅
✅
Enable or disable Slack notifications (if integration is enabled by Admin)
✅
✅
Add users to Outreach sequence (if integration is enabled by Admin)
✅
✅
Create Salesforce record (if integration is enabled by Admin)
✅
✅
Edit segments
✅
Edit signals
✅
Edit boosts
✅
Modify detail pages (table columns, sidebar, charts)
✅
Impersonate users
✅
Edit other users’ views
✅
View Settings & administration page
✅
View, enable, disable, and customize Integrations
✅
View, add, edit, and delete users
✅
View and edit organization information
✅