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User Access Management

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Xtremepush Support
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Xtremepush provides full support for multi-user access and enterprise workflows such as peer review for campaign creation. Details of the User Access Management and available roles are given below.

 

Available Roles

  • Company Admin:

    • Access to all company projects
    • Can add, view and edit project settings upload certs see app key, token etc.
    • Create other company-admins
    • Create other roles: publisher, approver etc. with access to project 1,2,3
    • Can View analytics
      • including App Data (User Profiles etc.)
    • Can action data subject requests
      • Data Rectification
      • Data Erasure
      • Data Access
  • This user is a Super User for your account

 

  • Company IAM (Identity and Access Manager):

    • Can view all company projects
    • Can View analytics 
    • Create other Company IAMs
    • Create other roles: Project Admin, campaign Approver  etc. with access to project 1,2,3
    • Can edit project settings
    • Cannot create or edit campaigns
    • Cannot add locations & segments
  • This user is typically an administrator responsible for managing user access they can create new users but can't work with campaigns

 

  • Project Admin:

    • Can create, edit and approve campaigns for assigned projects
    • Can add locations & segments for assigned projects
    • Can edit settings for assigned projects
    • Cannot create other roles
    • View assigned company projects
    • View analytics for assigned projects
      • including App Data (User Profiles etc.)
    • Can action data subject requests
      • Data Rectification
      • Data Erasure
      • Data Access
  • This user is a power user for assigned projects

 

  • Data Protection Officer:

    • Cannot create or work with campaigns
    • Cannot add locations
    • Cannot edit project settings
    • Can View assigned company projects
    • Can View analytics etc.
      • including App Data (User Profiles etc.)
    • Can action data subject requests
      • Data Rectification
      • Data Erasure
      • Data Access
  • This is a special role to separate users with Data Protection responsibilities from day to day users who send campaigns etc.

 

  • Campaign Admin:

    • Can create, edit and approve campaigns for assigned projects
    • Can add locations & segments for assigned projects
    • View assigned company projects
    • Can View analytics etc.
    • Cannot create other roles
  • This is a role for day to day use sending campaigns etc. where you do not use a peer review process.

 

Peer Review Pair - Campaign Copywriter and Approver

  • Campaign Copywriter:
    • View analytics
    • Create and save campaigns as draft
    • Can add locations & segments
    • Can add, view and edit app settings upload certs see app key, token etc.
    • View and work with assigned company projects including:
    • Cannot create other roles
    • Cannot edit project settings
  • If you have a peer review process this is a user who creates campaigns for assigned projects

 

  • Campaign Approver:

    • View and work with assigned company projects including:
      • View analytics  
      • View and approve/launch saved campaigns
      • Can approve campaigns
    • Cannot create other roles
    • Cannot create or edit campaigns - only approve
    • Cannot add locations
    • Cannot edit project settings
  • If you have a peer review process this is a user who approves and launches campaigns for assigned projects

 

  • Project Viewer:

    • Can View assigned company projects
    • Can View analytics etc.
    • Cannot create or work with campaigns
    • Cannot add locations
    • Cannot edit app settings
  • This is the lowest level of access for users who need to view assigned projects but shouldn't need to edit anything

 

 

Creating new users

As company admin you can ad other users if you navigate to Account > Users in the top right menu and selecting + Create User. You can create additional company admins, or viewer, editor, and approver roles with access to specific apps. A company admin has access to all the apps in the company account.

A viewer can only view analytics for the apps they've been assigned to, an editor can view analytics and save draft campaigns for the apps they've been assigned to, an approver can view analytics and start/approve a saved campaign for the apps they've been assigned to, and a publisher can view analytics and create and start campaigns for the apps they've been assigned to.

Create User

After selecting + Create User you will be taken to the create user page as shown above. Fill the fields on the left name, email, password etc. The users username will be their email, the password must meet the following criteria:

  • Contains at least 8 characters
  • Contains uppercase letter(s)
  • Contains lowercase letter(s)
  • Contains number(s)
  • Contains symbol(s)

On the top right select the role for your new user. Next, If it is a role other than company-admin, assign projects, leave the active setting Yes if you plan to give access immediately and save click save to create your new user.

 

Deleting Users

As company admin you can delete other users if you navigate to Account > Users in the top right menu. As shown below all your users will be listed. You can filter be email, name or role to find the user you are looking for and click the trash can next to the user you want to delete to remove them.

Delete User

 

Modifying Users

As company admin you can modify other users if you navigate to Account > Users in the top right menu. As shown below all your users will be listed. You can filter be email, name or role to find the user you are looking for and click the pencil can next to the user you want to modify.

Modify User

You will be taken to their user info page where you can for example change their role or deactivate their account.

User Info

 

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