Managing Account Users

To manage account users, click Manage Users in the account menu.

User roles define the amount of access and permissions a Lytics user has when they are logged in and through the Lytics APIs.

A user may have any number of these roles, and the permissions for multiple roles are additive. For example, a user with the Campaign Manager and Content Manager roles will have access to all permissions granted by both roles.

Users with the Admin role have access to control other users' roles within your organization via the "Manage Users" option from the account dropdown menu.

You can indicate any user fields in your account that contain Personally Identifiable Information (PII) via the private fields account setting. These fields will be hidden to anyone who does not have Admin, Data Manager, or User Search roles. You should verify with Lytics Support that the field hiding in the segment scan is also enabled for your account to ensure these fields are hidden there, as well.

A user's role determines which parts of the Lytics app they have access to. Here is a breakdown of what is shown in the navigation for each role.

For access to look-a-like models you will need to be an account admin or have a combination of Discovery Insight + a role that gives access to Jobs/Auths.

Roles define a set of permissions that the user has, which also dictates what actions they can take in the app and through the APIs. Here is a breakdown of the permissions for each role by feature.

To shield PI from users who should not have access, you will need to use the private fields account setting to mark the profile fields that you want to hide from anyone who does not have Admin, Data Manager, or User Search roles.

The former "Integrations" tab is now comprised of the "Jobs" and "Authorizations" sections, which allow you to manage your import and exports.

All roles have API read access to topic rollups, segment collections, and SegmentML. Marked below are the roles with full CRUD access to these features.

To invite a new user to the account, click the "Invite User" button in the top right.

This will open a modal that prompts for an email address and an admin checkbox to select the appropriate level of access the user will have within your Lytics account. Upon completing these forms, the new user will get an email with a link that will take them to the Lytics account login screen.

To remove a user, click the trash can icon in the appropriate table record. This will open a modal that prompts for confirmation of the removal.