Multiple members of your team can have access to your Advocate program’s settings. These team members may be assigned one of four roles:
impact.com recommends regularly auditing your list of team members to ensure that only current employees have the right level of access.
Note: You need to set up a user access group with Advocate access, which is where you will select these roles.
Full access team members can view and edit all elements of your Advocate program’s content and setup details. Only people with the full access role can invite other team members to your account or edit the permissions of existing team members. They can’t change their own permissions or remove themselves.
impact.com recommends reserving full access permissions for those who need access to integrations and microsite hosting settings.
Manage team
Billing
Manage microsite hosting and identity
Integration management
Manage API keys
View programs
Manage programs
Manage forms
View participants
Manage participants
Review and manage pending referrals
Data management
Reports and analytics
Program managers can create and manage your company’s programs, rewards, data, analytics, and participant information. They do not have the ability to set up or modify microsites and integrations.
impact.com recommends the program manager role for high-touch users who need to frequently interact with our platform without making high-level decisions related to integrations and account settings.
View programs
Manage programs
Manage forms
View participants
Manage participants
Review and manage pending referrals
Data management
Reports and analytics
Team members with the support role have some view permissions and access to the areas of our platform that are more important for troubleshooting. They can view program details, data, and analytics, but they can only modify (not create) participant details and information.
impact.com recommends the support role for anyone involved with troubleshooting how user and event data are transmitted to impact.com.
Viewers have the most limited set of permissions. They’re unable to make changes to your programs or run reports of their own. Instead, they can view programs, data, and analytics, as well as details for individual program participants. They can also export existing reports.
The viewer role is ideal for someone who needs visibility into your Advocate program and its performance without the ability to modify setup or content.