What are the different Role abilities in Mindmatrix?

What are the different Role abilities in Mindmatrix?

If you are in the Channel or Enterprise level program - Roles will allow you to assign software-level permissions to Users. When you assign Roles to Users or Groups, you can apply these permissions to multiple Users at one time and even revoke different levels of access. Learn about assigning Roles to Users, User Groups, and Organization Groups here:  How do I setup a Role and Assign it to a Group?

To view, create and delete Roles, go to Setup > User Management > Roles

Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.

The Dashboard Persona Tab
In Dashboard Persona section we can choose Persona for our dashboard.

The Marketing Functions Tab
In the “Marketing Functions” tab, you can slide forward to make areas of the software visible and control what types of media, or Assets, that a User is able to see, create, and delete. 

Moving the sliders will control the levels of Permissions, as well as what a User sees within their Portal. For example, sliding the Print slide to "Not Set" will take away the ability for a User to see Print assets. Moving Print to View will show the Assets, but take away the Edit, Create, and Delete buttons. It is recommended that most Users (if not internal or Admin) receive View and Copy levels, so as to see the original Master file shared with them but not allow that User to make edits to the Master (which would be reflected in all User accounts). 

  1. Not Set: This is the minimal value for slider and it means there is no permission provided for this type of Media Asset. This asset type will not be shown across AMP for the User.
  2. View: This is the first level of permission allowing a User to only View the media
  3. Edit: Allows a User to view and edit the master (or original) file
  4. Create: A User can view, edit the master file, and create their own templates for this type of media
  5. Delete: A User can view, edit the master file, create their own templates, and delete this type of media
  6. Send: The User can send an Asset via email from within the portal
  7. Publish: Allows for the publishing of a media type on select Social Media (if integrated by the User)
  8. Share: Gives permission for a User to share the original template with other Users
  9. Copy: Allows to copy the template of an asset for editing and changes
  10. Hide Advanced Editor: It will disable the editor feature of a template.(Please note, this option is not available for all assets)

The Operations Tab 

  1. Not Set: This is the minimal value for the slider and it means there is no permission provided for this setup item. The sub-menu will be hidden when set at this level.
  2. View: This is the first level of permission. Users can only view the area but have no control of the area
  3. Edit: Allows a User to only edit existing records
  4. Create: Users can create new records as well as edit the created one
  5. Delete: At the highest level, a User can perform all above actions, including deleting original records

The Advanced Tab 

This tab will allow you to choose the features you want.

  1. Drip: Gives permission for a User to see and use Drip Campaigns in Manage > Campaigns
  2. Auto Publishing: Gives permission to enable Social Drip and Social Listening in Manage > Campaigns
  3. Setup Menu: Displays the “Setup” tab menu when enabled. (If this is disabled then it will hide the complete “Setup” menu even if there exists permission for items within the men.)
  4. CRM Add-ons: Shows “CRMs & Add Ons” menu under the Setup tab
  5. Export: Allows Users to export certain reports, and contact databases into CSV and PDF
  6. Opportunity Ownership: Turns on the ability for a User to be able to 'own' an Opportunity
  7. MDF Planner: Turns on MDF (Market Development Funds) for Users to request and view
  8. Summary Reports: Shows reports within a Portal
  9. Notifications: Enables the ability to have Users turn on Notifications via email from the portal
  10. Contact Sharing: Gives the ability to enable sharing Contacts with other Users and/or User groups via Smart Lists
  11. Template Approval: Enables the “Template for Approvals” sub-menu in Setup > Asset Management
  12. Developer API: Provides developer API. Meant for use within Mindmatrix set-up, or to use with help from your Mindmatrix team
  13. Self-Serve: Turns on the self-serve Welcome screen for new Users
  14. Push to CRM: Enables option under certain functions within the portal to have a "Push to CRM" checkbox 
  15. Import Sales Data:
  16. MDF Approver: Enabled ability to approve MDF (Market Development Funds) from Users
  17. Restrict Document Upload: Disables the ability for a User to upload their own Assets and Documents
  18. Email Director - Turns on the ability to send emails on behalf of other users.
  19. Social Template - Turns on the ability to create Social Drip Templates on the Media Page.
  20. Accounts - Turns on the ability to import accounts and account lists.
  21. Collaboration - Users can chat and interact with Managers, and other accessible Users from within the Application. 

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