Quick Audience:Workspace Role Management

Space role guide

In the upper-right corner of the workspace page, choose Workspace Management > Workspace> Workspace Role Management. The following figure shows the list of roles in the workspace. You can click the icon next to a role name to view the permissions of the role.

The system preset in the list role description represent the predefined roles:

• After a workspace is created, three common roles are reserved: administrator, analyst, and developer (some legacy roles of existing spaces).

  • A workspace administrator has all permissions on the workspace, including operation permissions and configuration management permissions on all modules in the workspace.

  • By default, analysts and developers have the following permissions (by navigation bar). You can modify permission points:

    • User insights: user list (excluding the function of exporting users), user tags, marketing models, user analysis, crowd management (excluding the function of downloading people and self-service analysis), and analysis dashboard.

    • User marketing: marketing management (excluding marketing activities), touch marketing, and advertising marketing.

    • Automated marketing.

• For social interaction and other function modules, dedicated predefined roles will be added. For more information about the specific permissions, click the icon before the role name. At the same time, the administrator will also have all the permissions of these functional modules.

You can also create a role. For more information, see Create A Role.

Create a role

1. In the upper-right corner of the page, choose Workspace Management > Workspace> Workspace Role Management.

2. Click Create Role in the upper-right corner.

3. In the Create Role dialog box, set the Role Name, Description, Permissions, and then click OK.

Manage workspace roles

As shown in the preceding figure, you can perform the following operations on a role in the role list:

• Edit: Click the icon, modify the role name, description, and permissions, and then click OK.

• To add a member, click the icon. In the dialog box that appears, select one or more member accounts and click OK.

• Manage members: Click the icon or click Manage Members. In the dialog box that appears, view the existing members of the role. Click Remove to remove the members from the role.

  Note

  • If a member has only one role in the space, the member cannot be removed from the role. That is, a member must have at least one role in the space.

  • Any role (including the administrator role) can have no member.

  • Although the organization administrator has the same permissions as the workspace administrator, the organization administrator does not belong to the workspace administrator role.

  

• Set as Default: The default role is assigned to members by default when they are added in batches. The default role is marked by. The initial default role is analyst. Click Set as Default to change the default role to this role.

• Delete: If the role does not contain members and you no longer need the role, you can click Delete to delete the role from the workspace.