Documentation / Product / Features / Account Management

Managing Account Users

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

account-settings-menu-0420

Modifying User Permissions

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

manage-users-settings-101520

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.

Managing Personally Identifiable Information

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.

What does a user of each role have access to?

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.

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Dashboardxxxxxxxxxxx
Goalsxx
Experiencesxxx
Audiencexxxxxxxx
Audiencesxxxxxxx
Discoveryxx
User Searchxxx
User Profilesxxx
GDPR Profile Deletexx
Contentxxxx
Overviewxxxx
Topicsxxxx
Collectionsxxxx
Dataxxxxx
Jobs / Authsxxxxx
Data Streamsxx
User Fieldsxx
Queriesxx
Schema Auditxx
Personalizexxxx

What tasks can a user of each role perform?

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.

Personally Identifiable Information (PII)

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.

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Viewxxx

Audiences

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Viewxxxxxxx
Createxxxxxx
Editxxxxxx
Duplicatexxxxxx
Deletexxxxx

Content Topics

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Blocklistxx

Content Collections

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Viewxxxx
Createxxx
Editxxx
Duplicatexxx
Deletexx

Authorizations (for imports & exports)

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Viewxxxxx
Createxxxxx
Editxxxxx
Deletexxxxx

Jobs (imports & exports)

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

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Viewxxxxx
Createxxxxx
Pausexxxxx
Updatexxxxx
Deletexxxxx

Accounts & Users

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Invite Userx
Manage User Rolesx
Create Accountx
Edit Accountx
View Account Usagex

Personalize Campaigns

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Viewxxxx
Createxxx
Editxxx
Duplicatexxx
Deletexx

Additional API Only Features

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.

AdminAudience ManagerCampaign ManagerContent ManagerData ManagerDiscovery InsightsExperience ManagerGoal ManagerMarketerObserverUser Search
Content Topic Rollupsxxxx
Content Classificationxxxx
Queries APIxx
Segment Collectionsxxxxxxxx
Lookalike Modelsxx
Subscriptionxxx

Inviting Users

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

invite user modal

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.

Removing Users

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.