What is a role?

A role is a set of permissions that you can assign to a user. For example, if you'd like to have a user only be able to manage campaigns, you'd want to create a new role called "Campaign Manager," with Create, Read, Update, and Delete permissions on the Campaign.

How do I create a role?

1. Hover over your name in the top right

2. Click "My Organization"

3. Click "Roles" in the left hand sidebar

4. Click "Create" near the top left

5. Fill out the following fields

   1. Name. This is a name that you choose. Ex. "Campaign Manager"

   2. Description. This is a short description for what this role does, it can be as descriptive as you'd like. Ex. "This role allows users to create, edit, update, and delete campaigns"

   3. Permissions. These are the permissions that the user will have when they are assigned this role.

How do I edit roles that are assigned to a user?

Once you've created a role, you'll be able to assign it to any number of users

1. Hover over your name in the top right

2. Click "My Organization"

3. Click "Users" in the left hand sidebar

4. Find the user you'd like to add the role to

5. Click the "Actions" dropdown on the right side of the row

6. Click "Edit Roles"

7. Check or uncheck any roles

8. Click "Save"

Can I deny a permission to a user?

Unfortunately, ContextCue doesn't have the ability to specifically deny a permission. Instead, you'll want to make sure that they are not assigned a role which contains that permission. ContextCue uses a Role-based access control system to ensure that users only have access to functionality that was explicitly specified.

Help! I can't find X feature!

If you're unable to find a feature, or see some data, you probably don't have permission to see that data. You'll want to check with your ContextCue administrator to ensure that you have the proper permissions. If you're still having trouble, reach out to support@contextcue.com and we can look into it.

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