User Roles and Permissions Management

We’ve introduced a new system to manage user roles and permissions within environments on our platform. This system allows for more flexibility, giving users the ability to manage access, invite others, and define specific actions within their environments.

What are User Role Actions?

In this system, instead of predefined roles (Admin, User, Viewer), we now have role actions that define what a user can or cannot do within an environment. This provides more flexibility for teams to manage their environments based on specific needs.

Available Role Actions:

• SHARE: Invite or remove users from an environment and define their role actions.
• EDIT: Manage content such as catalogs, keywords, business rules, and API settings.
• DELETE: Delete environments, catalogs, content, and lists.
• BILLING: Manage payments, view invoices, and update payment information.
• ROLE MANAGEMENT: Define and manage roles for other users, and handle role action requests.
• VIEW: View the environment without performing any actions.

Key Rules to Remember:

1. New users can create environments: All users, whether new or existing, can create environments on the dashboard.
2. Accumulate roles: Users can have more than one role action, and they can have different roles in different environments.
3. Billing role limitation: Only one user per environment can have the BILLING role.
4. Incompatible roles: The VIEW role cannot be combined with SHARE, EDIT, DELETE, BILLING or ROLE MANAGEMENT
5. Required roles: Certain roles (SHARE, EDIT, DELETE, BILLING, ROLE MANAGEMENT) must always be assigned to at least one user in each environment.

How to Use the New System:

Viewing Roles in an Environment

1. Go to the My Account page and navigate to the User Roles tab.