Feathr accounts feature robust options for creating and assigning custom roles for users in that account. Account admins can control access to a variety of account settings and features by creating custom user roles and assigning those roles to users in their account. This article will explain how custom users and roles work.
Note: This feature is only available on accounts with Feathr Advanced licenses.
What Can be Customized?
Account admins have the option to grant (or restrict) access to the following settings and features:
- Projects
- Groups
- Billing management
- Data imports
- Domain management
- 3rd party integrations (Meta, Google, iMIS, Raiser's Edge, etc.)
How to manage Users & Roles
Begin by logging in to Feathr, then use the left menu to navigate to Settings > Account > Users & Roles. This will bring you to the user table where you can view all users in your account.
Note: only Feathr account admins can manage users & roles. If you are not an account admin, ask your admin to perform this function, or email support@feathr.co.
To create customized roles for any or all of your users, navigate to the Roles tab at the top of the page. This brings you to a table of any roles created in your account. If there are no custom roles, you will only see Admin and User.
Begin creating a custom role by selecting + Create role in the upper right of the page.
Give your custom role a name.
Then complete the form to choose custom options for the role you're creating. Continue reading to learn about those options.
Custom Role Options
To grant your custom role access to only certain projects, either select those projects from the dropdown list, or type the name of the project into the field. You can select as many projects as you need.
The same applies to Groups.
Providing or restricting access to billing, data imports, domains, and integrations are simple on/off sliders.
Once you have selected the options for the custom role, select save at the bottom of the page. You can now move on to assigning users to this role.
Assigning Users to a Custom Role
Once you have created a custom role, the last step is to assign the appropriate users to that role. There are three ways to do this:
1. One at a time
Using the dropdown menu in the user table under the column Role, you can assign any user to any role.
2. In Bulk
You can also use the check box on the left side of the user table to select multiple users at once, then the action bar at the bottom of the page to assign them all to the same role.
3. As New Users
When creating a new user in your account, you are prompted to assign that user to a role. Any of your custom roles will be assignable while creating a new user.
The Custom User's Perspective
Any user assigned a custom role that restricts access to certain features and settings will not be able to view or edit those areas of the Feathr account.
- If a user's project access is limited, that user will not be able to open projects that are not on their approval list, nor will they be able to edit campaigns or Flights within that project, or view reports.
- If a user's group access is limited, the will not be able to access or edit groups to which they are not assigned. They are also restricted from editing the groups they can access; however, they can create and save new groups based on the original group filters.
- Users that have data import access but group restrictions are able to access contacts they have imported, but not groups that are restricted to them.
- Account settings (billing, domains, and integrations) that have been restricted to any users will not be accessible to those users.