User Management
On this page we will tell you about the User Management in FT CRM.
With the help of User Management, you can create and manage roles and users within FT CRM.
This gives you the possibility to structure and organise the different access requirements needed for the different teams/team members within your organisation.
User Management
User Management
🦸♀ Roles
Anyone with the role Manage Roles & Manage Users can set up and manage permissions on roles.
Create roles, with the right access and limitations, that suit the different teams in your organisation.
It's important that the teams have the right access for their daily tasks but it's also equally important to limit access as some areas in FT CRM are sensitive and should only be accessible for specific roles.
Below is a list of the roles available in Fast Track and their meaning:
| Role | Description |
|---|---|
Role | Description |
Select all roles | Selects all roles for the user |
Activity Manager - Override opt-out | Required to override the communication channel consents from the action |
Activity Manager - Trigger Admin | Required for creating triggers in the system |
Activity Manager Admin | Required for creating campaigns in the system |
Activity Tester | Required for creating test users that can trigger actions for internal testing |
Analytics Management Admin | Required for accessing the reporting & analytical dashboards |
Backoffice Management Admin | Required for managing/creating/updating trigger types/segment types/action types (technical settings) |
FT User | Role for Fast Track users (limited access) |
Integration Management Admin | Required for access to integration debug console, data migration portal and integration documentation |
Lifecycles Admin | Required for accessing/creating Lifecycles |
Media Management | Required for accessing/managing the media library (e.g. uploading files) |
Player Origins Admin | Required for managing player origins (*if you have a player origins integration) |
Player Profile Admin | Required to access the Player Profile (e.g. search for a player) |
Projects Manager Admin | Required to access & manage Projects |
Read Only | Role to give very limited access - "Read Only" |
Service Portal Manager | Required for accessing the Service Portal |
User Data Management | Required to be able to view sensitive user data |
Users & Roles Admin | Required to create, manage and edit internal system users |
Data Studio Admin | Required for accessing the Data Studio reporting & analytical dashboards |
Singularity Admin | Required to be able to access the Singularity Model |
👥 Users
Anyone with the role Manage Roles & Manage Users can set up and manage permissions for users.
Create users and give them the relevant role(s) to give them the right access inside FT CRM.
You can always change the roles of a user, at any time, should it be required.