Manage and create user access groups
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!You can create and define user permissions at the group level. These permissions can be program and add-on-specific. You can set a default permission group once you have User Access Groups set up. To set up your User Access Groups:
From the left navigation menu, select
![[Menu]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d3b5cc4952c19da1607fade39f63066b.svg)
[Menu] → Settings.Under the General section, select User Access Groups.
Select Create User Access Group to start setting up your first group.
Fill in the necessary details.
See the User access group form reference below.
Select Save.
Select
![[Checked box]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-aee23966cd91ec2a9f9985361c43ab1a.svg)
[Checkbox] Set as default user access group next to the save button if you want to make this group your default user access group when inviting new users.
Field
Description
Name
Enter a name for the group you are creating.
Performance
Leave this
![[Toggle on]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-84d1224fd3bb6ba94b899febe2021eaa.svg)
[Toggled on] to allow the user access to your account's Performance programs.Programs: Select one or more performance programs to which the user should have access.
Role: Select the role you'd like to give the user. To see a list of access permissions the selected role entails, select View Permissions. Learn more about managing user roles & permissions.
Advocate
[Toggle on] to allow the user access to your account's Advocate program.Warning: Ensure that whenever you enable Advocate permissions, every user access group ALSO has Performance permissions enabled. If you toggle off the Performance permissions, the associated users will lose access to the impact.com platform, which impact.com's internal teams can't easily reverse.
Programs: Select one or more advocate programs to which the user should have access.
Role: Select the role you'd like to give the user. To see a list of access permissions the selected role entails, select View Permissions. Learn more about managing user roles & permissions.
Altitude
[Toggle on] to allow the user access to the altitude add-on.Tag Manager
[Toggle on] to allow the user access to your tag management system, e.g. Google Tag Manager.Forensiq
[Toggle on] to allow the user access to the Forensiq add-on.
Bulk invite users to join your account
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!From the left navigation menu, select
[Menu] → Settings.Under the General section, select Account Users.
In the upper-right corner, select Invite
![[Drop-down menu]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d6b35853a9aa1f1fe6bd66da29bd09fa.svg)
→ Invite User.In the slide-out modal, fill in the relevant information.
See the Invite user form reference below.
Select Invite.
Field
Description
User Email
Enter the email addresses you'd like to invite to join your account. You can add multiple email addresses by separating them with commas.
Example: [email protected], [email protected], [email protected].
User Access Group
Once you've created and set up your user access groups, you'll be able to select a group of permissions to assign to the invited users from the
[Drop-down menu]. If you have not created groups yet, select the Create new user access button instead.Invitation Message [optional]
Type out the message you'd like your invited users to see when receiving their invitation to join your account. This message is optional and can be left blank.
Select the Preview message button to see a preview of what the message would look like to the user.