Admin
Users
The One Creation platform includes four predefined user roles: Admin, Reviewer, Editor, and Viewer. Refer to the table below for detailed information on each role and its associated permissions.
Admin |
Reviewer |
Editor |
Viewer |
|
|---|---|---|---|---|
| Manage users & groups | Y |
|||
| Manage billing | Y |
|||
| Review, publish, deactivate policies | Y |
Y |
||
| Review, publish, deactivate campaigns | Y |
Y |
||
| Manage contacts | Y |
Y |
Y |
|
| Manage integrations | Y |
Y |
Y |
|
| create, edit, delete datasets, policies, campaigns | Y |
Y |
Y |
|
| View users & groups, contacts, integrations, datasets, policies, campaigns, analytics | Y |
Y |
Y |
|
| View campaign results & access data | based on data sharing rules |
based on data sharing rules |
based on data sharing rules |
based on data sharing rules |
Create User Groups
Users with the Admin role can view and manage other users and groups within their organization. Groups serve as data recipients when defining data-sharing rules, either as part of a campaign or independently.
To create a user group:
- Click Settings in the left navigation menu, then select Users.
- Enter the name of the user group in the Group Name text box, and click Add New.
- You can add as many groups as needed. Once you're finished, click Save at the bottom of the page.
After creating user groups, you can add users to these groups and assign data-sharing rules. This enables you to control which users have access to specific data.
Assign Users to Groups
Admins can assign users to groups:
- Click Settings in the left navigation menu, then select Users.
- On the Users page, you can invite new users and view the list of all users in your organization.
- To assign users to one or more groups, click the Edit User(s) button above the table. The table will become editable.
- Select the desired Group Name from the dropdown for each corresponding user.
- Once you've finished making changes, the Save Changes button will be enabled. Click it to save your updates.
You can also assign users to groups when inviting them to your organization. Simply select the group(s) to assign the user to when sending the invitation email.
Contacts
Contacts are automatically created when a consumer responds to a data collection campaign. Admin users can view and delete contacts by clicking Settings in the left navigation menu, then selecting Contacts. To delete a contact, find the desired contact and click the trash icon next to it.
If a consumer responds to a campaign again using the same email, a new record will be created in the Contacts table.
Billing
Admin users can view their organization's license status by clicking Settings in the left navigation menu, then selecting Billing. This page is view-only. Users can see their organization's platform license type, license key, and validity.
For updates or inquiries about the license, contact the One Creation Support Team.