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Customer.io permissionings

  • 13 February 2023
  • 1 reply
  • 280 views

I'm trying to divy out roles in my workspace. What is the difference between Admin, Workspace Manager, Author, and viewer?

 

Does Admin have full access to view, edit, restrict, etc all workspaces? And Workspace Manager just has free reign to edit and change things within that specific workspace?

Best answer by SuperNat

Hi! 

This chart should get you right on track for what you need:

The Admin role is the one that can do absolutely everything, so make sure you’re limiting these roles to those who absolutely need it. There’s a lot more info in this doc:

https://customer.io/docs/add-remove-team-members/#roles-and-permissions 

Hope this helps you make your decisions!

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  • Community Manager
  • 40 replies
  • Answer
  • February 13, 2023

Hi! 

This chart should get you right on track for what you need:

The Admin role is the one that can do absolutely everything, so make sure you’re limiting these roles to those who absolutely need it. There’s a lot more info in this doc:

https://customer.io/docs/add-remove-team-members/#roles-and-permissions 

Hope this helps you make your decisions!


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