In this article, you will learn about the content of each right accessible to you and your team members, allowing the use of a specific feature or even delegating the opening and management of Skeepers access.
The purpose of rights on the platform
Each of your team members can be granted access to specific features based on their responsibilities within your organization. This distribution of access rights is managed by the Operational Manager (administrator) of the Skeepers account, who was designated during your onboarding on the Feedback Management platform.
In order to set up consistent access, it is essential to understand the impact of each right on the platform's features. A well-organized distribution of rights allows you to:
- Gain efficiency when deploying your campaigns
- Ensure the compliance of data collected with Skeepers, which will feed your CRM, in line with your existing data
- Control the scope of use, in order to secure the campaigns deployed
- Preserve the integrity of the data collected
- Properly define the scope of use of the Skeepers API
Recommended rights to activate for each user profile
The profiles presented below (Operational Manager, Regional Manager, etc.) are therefore not configurable objects within the tool: they are groupings of rights that we recommend you reproduce manually, right by right, for each relevant user.
It is more practical to define these user profiles before you even begin deploying Skeepers Feedback Management within your organization.
Since each of these users has their own specificities, managing the assignment of rights will be easier, particularly when adding new users to your account, or when a new team member joins.
There are no predefined "roles" on the platform. Only permissions can be assigned to a user or recipient, and only permissions can be imported in bulk when creating users.
Only your organization's operational manager/account administrator can manage the account settings and user/recipient administration.
Below you will find a standard table summarizing the distribution of the various rights to activate for each user profile. This is a summary of our main recommendations. However, you can of course define other user profiles that would better suit your business needs. We invite you to define standard "rights packs" in order to maintain control over your account's activity.
| Right | Account Operational Manager | Regional Manager | Store Manager | IT Technical Integrator | Campaign Manager | CRM Manager | Assistant |
|---|---|---|---|---|---|---|---|
| Account user administration | ✓ | ✓ | |||||
| Account settings | ✓ | ✓ | |||||
| Campaigns | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Simple distributions | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Website distributions | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
|
Email distributions (if service activated) |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
|
SMS distributions (if service activated) |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Distribution activation | ✓ | ✓ | ✓ | ||||
| Distribution design | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| CSS integration | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Javascript integration | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Data exploration | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Data export | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Dashboards | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Data management | ✓ | ✓ | ✓ | ✓ | ✓ | ||
| External application integrations | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Attributes | ✓ | ✓ | ✓ | ✓ | |||
| Segments | ✓ | ✓ | ✓ | ✓ | |||
|
Verified Reviews (if service activated) |
✓ | ✓ | ✓ | ✓ | |||
|
Action plan management (if service activated) |
✓ | ✓ | ✓ | ✓ | |||
|
Action plan execution (if service activated) |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
|
Response management (if service activated) |
✓ | ✓ | ✓ | ✓ | |||
|
Response execution (if service activated) |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| History view | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Detail of the various rights to grant to your users and recipients
Below you will find the detail of each right accessible on the platform.
| Right | Action | Administrator | User | Recipient |
|---|---|---|---|---|
| Account user administration | Create or delete user access | ✓ | ||
| Account user administration | Create or delete recipient access | ✓ | ||
| Account user administration | Ability to modify the rights assigned to users | ✓ | ||
| Account settings | Access account settings | ✓ | ✓* | |
| Campaigns | Create, edit, or delete campaigns | ✓ | ✓ | |
| Simple distributions | Create, edit, and delete URL, Button, QR Code, and Social media distributions | ✓ | ✓ | |
| Website distributions | Create, edit, and delete website distributions; Access the trigger tag and domain in settings | ✓ | ✓ | |
| Email distributions |
Create, edit, and delete Email distributions; Access the contact database (if service activated) |
✓ | ✓ | |
| SMS distributions |
Create, edit, and delete SMS distributions; Access the contact database (if service activated) |
✓ | ✓* | |
| Distribution activation | Deploy/activate and deactivate a campaign via its distribution | ✓ | ✓* | |
| Distribution design | Edit the design of a questionnaire | ✓ | ✓ | |
| Distribution design + CSS integration | Integrate specific CSS rules to customize the design of questionnaires | ✓ | ✓ | |
| Account settings | Create and edit email and SMS templates sent via the platform | ✓* | ✓* | |
| Account settings | Create, view, and edit account properties (including contact fields) | ✓* | ✓* | |
| Campaigns + Javascript integration | Integrate Javascript callbacks from your analytics tools to set up custom tracking | ✓ | ✓ | |
| Data exploration | Display campaign responses and statistics | ✓ | ✓ | |
| Data exploration | Generate campaign reports and set up alerts based on indicators | ✓ | ✓ | |
| Data exploration | Export data in a basic format (HTML and PDF) | ✓ | ✓ | |
| Data exploration + Dashboards | Display the "Raw Data" tab in the "Analysis" section | ✓ | ✓ | |
| Data export | Export data in CSV format or via an FTP deposit; Set up recurring email reports | ✓ | ✓ | |
| Data export + Dashboards | Access raw data within dashboards | ✓ | ✓ | |
| Dashboards | Create and edit a dashboard | ✓ | ✓ | |
| Data management | Import feedback into a campaign manually or via an FTP deposit | ✓ | ✓* | |
| Data management | Edit attribute values already collected in a campaign | ✓ | ✓* | |
| Account user administration + External application integrations + Account settings | Integrate connectors and applications, then configure/modify the associated mappings | ✓ | ||
| Account user administration | Access the Skeepers API and manage API users | ✓ | ||
| Attributes + Segments | Manage the account's attributes and segments | ✓ | ✓* | |
| Dashboards | Share a dashboard and restrict its access | ✓ | ✓ | |
| Dashboards | View a dashboard shared with me and share it again | ✓ | ✓ | ✓ |
| Dashboards + Data export | View a campaign report or custom report shared with me and share it again | ✓ | ✓ | ✓ |
| Data export | View a raw data (feedback) visualization shared with me and share it again | ✓ | ✓ | ✓ |
| Data export | Export data from items shared with me | ✓ | ✓* | ✓ |
Verified Reviews |
Create, edit, and activate elements from Verified Reviews (if service activated) |
✓ | ||
| Action plan management |
Manage Closed Loop action plans (if service activated) |
✓ | ||
| Action plan execution |
Execute Closed Loop action plans (if service activated) |
✓ | ✓* | ✓* |
Response management |
Access the configuration of the response channel and its activation (if service activated) |
✓ | ||
| Response execution |
Respond to consumers (if service activated) |
✓ | ✓* | ✓* |
| Response execution + Third party reviews management |
Respond to Google reviews (if service activated) |
✓* | ✓* | ✓* |
| History view | View the purchase and consumption history of Skeepers products (feedback, emails, SMS, verbatims) | ✓ | ✓ |
*not activated by default; to be granted based on the profile assigned to the user/recipient
If you are an administrator and are looking to create new users or recipients, feel free to check the procedure in our article Everything you need to know about managing access to the platform.