Managing User Roles

The role management system allows you to assign specific levels of permissions to users within the Uniqodo platform, ensuring that each user has access to the appropriate operations. The system provides various predefined roles, each with a different set of permissions. The Admin role has the highest level of permission, and only an Admin can modify the roles of other users within the same account.

By default new user accounts are assigned the Editor role

Accessing User Management

To manage user roles as an Admin, follow these steps:

Navigate to the Admin tab in the left-hand sidebar.
Select Manage Users from the options available.

From this page, you can:

Assign roles to users.
Activate or deactivate user accounts.

Roles & Permissions

See the table below for the permissions associated with each role.

Permission	Viewer	Super Editor	Admin	Promotion Editor	Experience Editor	Loyalty Editor	Referral Editor	User Account Management
View all promotions	✔	✔	✔	✔	✔	❌	✔	❌
Use promo code lookup tool	✔	✔	✔	✔	❌	❌	❌	❌
Redeem/deactivate codes	✔	✔	✔	✔	❌	❌	❌	❌
Create/edit promotions	❌	✔	✔	✔	❌	❌	❌	❌
Advanced promotion features (e.g. translations, tiered discounts)	❌	✔	✔	✔	❌	❌	❌	❌
Manage user accounts	❌	❌	✔	❌	❌	❌	❌	✔
View experiences	✔	✔	✔	✔	✔	❌	✔	❌
Create/edit experiences	❌	✔	✔	❌	✔	❌	❌	❌
View loyalty programmes/campaigns	✔	✔	✔	❌	❌	✔	❌	❌
Create/edit loyalty programmes	❌	✔	✔	❌	❌	✔	❌	❌
Create/edit loyalty campaigns	❌	✔	✔	❌	❌	✔	❌	❌
View referral programmes	✔	✔	✔	❌	❌	❌	✔	❌
Create/edit referral programmes	❌	✔	✔	❌	❌	❌	✔	❌

If the role you have assigned can View Promotions, the user will also be able to:
- View attributes, product catalogue, product groups, and promotion insights.
- View and manage date limits files.
If the role you have assigned can Edit Promotions, the user will also be able to:
- Manage attributes, product catalogue, product groups, third-party codes, and integrations.
- Edit and manage tags, manage translations, and import promotions.

Important Notes

If you are an Admin and assign admin access to another user, they will have equal authority in the Uniqodo interface as yourself
The default role for a user is set to Editor
After an admin updates a user's role, the user must log out and log back in to apply the changes and access the features associated with the new role.