Configuring Advanced User Role Permissions

To get started configuring user roles permissions by a team, navigate to your company logo on the far right corner. Hover over and select Settings from the picklist:

Navigate to Teams to create and manage your teams.

Once teams are created, navigate to Permissions on the left side navigator

Here you have visibility of User role permissions across teams

By default, access will be turned on for the User role. To remove permissions, navigate to the desired team and click on the Display, Create, Edit, and Remove icons for each permission, as needed, to remove access.

With advanced user permissions, it is important to note that if a user is in two teams with conflicting permissions, the "positive" access wins over the "negative" one. In simple terms, if one permission allows something while another denies it, the allowance takes precedence.

*For granting team(s) access to edit curated traits within Reports and/or Battlecards, be sure to not only enable Edit Access to a particular group of Reports and/or Battlecards but also to enable Edit access to Profiles (this setting is required for the teams to edit the content of curated traits).

Permission Definitions

Settings	Description
View	Settings: Displays the sections “Boards and Traits”, “Labels” and “Listening Alerts”
Edit	Settings: Allows edition in all sections but ‘Companies’, ‘Tags’ & ‘Webpage Labels’ Profiles - Curated Traits: Allows creating new traits & boards Views: Allows creating new traits both from traits and tables Reports: Scheduling allows inputting emails not matching any account user Should this read: “Reports: Scheduling allows entering emails matching licensed users only” Views: Sharing allows inputting emails not matching any user account profiled
Integrations-View	Settings: Displays the “Integrations” section Settings: Displays the “SSO” section

Companies	Description
View	Settings: Displays the “Companies” section Tools: Displays the “Competitor Research” tool
Edit	Settings - Companies: Allows managing groups and renaming a group Settings - Companies: Allows entering into a company profile Settings - Web labels: Allows removing labels Web change detail modal: Allows opening the URL edition modal Tools - Keyword Research - Keyword - Keyword SERP Modal: Allows tracking a landing page Automation - Tasks - Modal opened by clicking on a task triggered by an Ads Workflow: Allows tracking a landing page
Add	Settings - Companies: Allows adding a company Tools - Competitor Detector: Allows adding a detected company Tools - Keyword Research: Allows adding a detected company Tools - Keyword Research - Keyword - Keyword SERP Modal: Allows adding a company Automation - Tasks - Modal opened by clicking on a task triggered by an Ads Workflow: Allows adding a company
Remove	Settings - Companies: Allows removing a company Tools - Competitor Detector: Allows removing a company

Tools	Description
View	Displays the “Tools” section Battlecards: Displays ‘Battlecard Analytics’
Edit	Tools - Keyword Research: Enables actions Tools - Win/loss: Enables import

Automations	Description
View	Displays the “Automations” section
Add	Automations - Workflows: Allows creating workflows Automations - Workflows - Workflow: Allows duplicating Automations - Tasks: Allows creating tasks
Edit	Automations - Workflows: Allows opening a workflow Automations - Tasks: Allows completing and assigning tasks
Remove	Automations - Workflows: Allows removing workflows Automations - Workflows - Workflow: Allows removing

Collect Feed	Description
View	Displays the “Collect” section Settings: Displays the “Tags” section
Add	Collect: Allows creating new filters Collect: Allows creating new tags Settings - Tags: Allows creation Automation - Workflows - Workflow: Allows creating new tags
Edit	Collect: Allows editing, renaming, pinning and unpinning saved filters Collect: Allows highlighting, pinning to traits, editing, tagging, archiving and the sharing of feed items Collect: Allows selecting feed items Extension: Allows pinning a new insight to a trait Extension: Allows tagging a new insight Settings - Tags: Allows editing Views: Allows editing of feed-item widgets from a Report or Battlecard
Remove	Collect: Allows removing saved filters Settings - Tags: Allows removing

Battlecards	Description
View	Displays the “Battlecards” section Profiles: Shows Battlecard counters for each competitor Profiles - Profile: Shows ‘Battlecards’ section Profiles - Profile: Shows ‘Export to Battlecard’ option in the boxes
Add	Battlecards: Allows creating and duplicating Battlecards Battlecard: Allows duplicating
Remove	Battlecards: Allows removing Battlecard: Allows remove
Ungrouped-View	Battlecards: Displays the ‘Ungrouped’ group Profiles: Displays the ungrouped Battlecards in the Battlecards sections
Ungrouped-Edit	Battlecards: Allows selecting ungrouped Battlecards to manage their groups Battlecard: Allows editing the View Battlecard: Allows making the View public Battlecard: Allows reviewing the Battlecard Battlecard: Allows editing the sections & companies Battlecard: Allows saving the filters Battlecard: Allows changing the browser layout Battlecard: Allows changing the View style Battlecard: Allows viewing the Battlecard’s 'Access’ Battlecard: Allows sharing Profiles - Profile - Battlecards - Battlecard: Allows editing if it’s ungrouped Profiles: Allows sending boxes to the ungrouped Battlecards
Group:	Battlecards: Allows viewing the group, both in the table and in the ‘Manage groups’ selector Profiles: Displays the Battlecards within this group in the Battlecards section
	Battlecards: Allows selecting its Battlecards to manage its groups Battlecards: Allows adding/removing Battlecards from this group Battlecards: Allows changing the group’s name Battlecard: Allows editing the View Battlecard: Allows making the View public Battlecard: Allows reviewing the Battlecard Battlecard: Allows editing the sections & companies included Battlecard: Allows saving the filters Battlecard: Allows opening the Battlecard suggestions Battlecard: Allows changing the browser layout Battlecard: Allows changing the view style Battlecard: Allows viewing the 'Access’ Battlecard: Allows sharing Profiles - Profile - Battlecards - Battlecard: Allows editing if it’s in the group Profiles: Allows sending boxes to the Battlecards of this group

Reports	Description
View	Displays the “Reports” section Profiles: Shows report counters for each competitor Profiles - Profile: Shows ‘Reports’ section Profiles - Profile: Shows ‘Export to Report’ option in the boxes
Add	Reports: Allows creating and duplicating reports Report: Allows duplicating
Remove	Reports: Allows removing
Ungrouped-View	Reports: Displays the ‘Ungrouped’ group Profiles: Displays the ungrouped reports in the Reports section
Ungrouped-Edit	Reports: Allows sending ‘Ungrouped’ reports to the Consumer portal home dashboard Reports: Allows sending ‘Ungrouped’ reports to the Kompyte home dashboard Reports: Allows selecting ungrouped reports to manage their groups Report: Allows editing the view Report: Allows making the view public Report: Allows editing the sections & companies Report: Allows saving the filters Report: Allows changing the browser layout Report: Allows changing the view style Report: Allows viewing the 'Access’ Report: Allows sharing Report: Allows scheduling Profiles: Allows sending boxes to the ungrouped reports Profiles - Profile - Reports - Report: Allows editing if it’s ungrouped
	Reports: Allows viewing this group, both in the table and in the ‘Manage Groups’ selector Profiles: Displays the reports within this group in the Reports section
	Reports: Allows selecting its reports to manage its groups Reports: Allows adding/removing reports from this group Reports: Allows changing the group’s name Reports: Allows sending reports within this group to Consumer portal home dashboard Reports: Allows sending reports of this group to the Kompyte home dashboard Report: Allows editing the view Report: Allows making the view public Report: Allows editing the sections & companies Report: Allows saving the filters Report: Allows changing the browser layout Report: Allows changing the view style Report: Allows viewing the 'Access’ Report: Allows sharing Report: Allows scheduling Profiles - Profile - Reports - Report: Allows editing if it’s ungrouped Profiles: Allows sending boxes to the reports within this group

Profiles	Description
View	Displays the “Profiles” section
Edit	Omnisearch results: Allows updating traits Automation - Tasks: Allows opening tasks Battlecards & Reports: Allows updating traits Trait modal: Allows checking pinned insights