Roles

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This page allows you to create user roles with more granular control over access to specific features within modules. You can assign roles to restrict or grant access to different admin users, ensuring they can perform necessary tasks without accessing configuration settings. You can customize each user role to control permissions at both the module and feature levels.

You can use roles to grant the following privileges to your admin users:

Full access to modules
Access to specific features within modules

By default, Zephr provides two roles: Owner and Administrator, which cannot be edited or deleted. You can create additional roles and configure their privileges to suit your access requirements.

Add a role

Select the Admin User Settings icon.
Navigate to Roles > Add a Role.
Enter a name for the role in the Title text box.
Add a description of the role in the Description (Optional) text box.
Select the toggles to grant privileges to the user role from the Privileges section.
Grant privileges by selecting either an entire category of privileges or specific individual privileges, depending on the level of access required.
The following table describes the privileges:

Type of Privilege	Individual Privileges	Description
Settings	Languages	Allows users to manage and configure the language settings.
	Split Tests	Allows users to access split tests where they can create and manage A/B testing campaigns.
	Email Templates	Allows users to access email templates to design and configure communication templates.
	Rule Template Library	Allows users to access the rule template library where predefined rules can be customized or added.
	Extensions	Allows users to access the Extensions screen to integrate third-party extensions.
	Developer Settings	Allows users to control over advanced configurations, including content APIs, SAML settings, plugins, JSON web tokens, webhooks, payment providers, and Web Analytics, ensuring full customization and integration of external services.
Delivery Module	Add Site	Allows users to create and set up new sites within the Delivery module.
	Site Configuration	Allows users to manage and customize domains, origin routes, browser configurations, template pages, request headers, authentication methods, and login providers for each site.
	Site Experience	Provides tools to define the visual and functional aspects of the site, including style guides, email templates, and subscription plan options.
	Site Groups	Allows users to organize multiple sites into groups for easier management and coordination.
	Component Library	Allows users access to a collection of reusable components to streamline the design and development of site pages.
	Pages	Allows users to create, manage, and configure individual pages within a site.
	Redirect Rules	Allows users to set up rules for redirecting site traffic from one URL to another based on predefined conditions.
Products Module	Save Draft Feature Versions	Allows users to save and manage draft versions of features before they are finalized.
	Stage Feature Versions	Allows users to prepare and stage feature versions for review before they are published live.
	Publish Feature Versions	Grants users the ability to publish finalized feature versions, making them available to end users.
	Catalogue	Allows users to access to manage and organize the product catalogue, including features and offerings.
	Features	Allows users to create, edit, and manage individual product features and their versions.
	Developer Interface (Catalogue & Rules)	Offers developers access to the product catalogue and rule configurations for advanced customizations and integrations.
Identity Module	Settings	Allows users to configure and manage identity-related settings, such as authentication methods and security policies.
	Users	Allows users to manage and administer user accounts, including creating, updating, and deleting users.
	Generate Shareable Links	Provides the ability to create and share secure links for identity-related actions, such as account verification or password resets. Note: The General shareable links toggle cannot be enabled for the Administrator role.
Journey Module	User State Map	Allows users to visualize and manage the different states and transitions of users throughout their journey, providing insights into user behaviour and engagement at various stages.
B2B Module	Companies & Accounts	Allows users to manage company profiles and associated accounts, including creating, updating, and organizing them.
B2B Module	Bypasses	Allows users to configure exceptions or overrides for specific rules or processes, granting flexibility in managing business workflows.

When attempting to access a page without the proper permissions, a warning, You do not have permission to view this page, is displayed.

Select the Save button.

Edit a Role

You can edit any user roles that you have added. You cannot edit the default Owner and Administrator roles; however, you can view the details of the privileges granted to these roles by following steps 1 to 3 below.

To edit a role, complete the following steps:

Select the Admin User Settings icon.
Select Roles.
Select the name of the user role you want to edit from the Title column.
Update the fields as required. For further information on the fields, see the Add a Role section.
Select the Save button.

Delete a Role

You can delete any user roles that you have added. You cannot delete the default Owner and Administrator roles.

If you delete a user role, and users that currently have that user role are automatically assigned to the Administrator role.

If the current user role allows users to generate shareable links, this privilege is lost when they are assigned to the Administrator role.

To delete a role:

Select the Admin User Settings icon.
Select Roles.
Select the three dots at the end of the row for the user role you want to delete.
Select Delete.
Select the Yes! Delete button to delete the user role. Selecting the Cancel button closes the dialog box without deleting the user role.