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 with the roles available in Fast Track and their meaning:

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

Users

Anyone with the role Manage Roles & Manage Users can set up and manage permissions on users. Create users and give them the relevant role(s) to give them the right access in FT CRM. You can always change the roles of a user, at any time, should it be required.