The Mainstay platform includes multiple roles that will help you organize your team and make sure that platform users only see the features that are relevant to the work they do in the platform.
Admin users have full access to the platform. Only role that can modify someone's role.
Staff users are able to schedule campaigns, create content (scripts and understandings), participate in conversation management, download reports and view contact information. Staff is not able to approve understandings responses or delete understandings.
Support users have the ability to create content(scripts and understandings) and engage in conversation management.
Insights users are able to view insights and download reports
How do I change a user's role?
If you are an admin, you can change someone's role by following these steps.
2. Click the three-dot overflow menu for the user.
3. Click on Edit User Permissions. (See User Groups to edit the user's group.)
4. Select new role from dropdown.
6. Click Save
7. View the new role on the user record.
Can I modify the permissions for the existing roles?
The current roles are not editable and every platform user will have 1 role assign to them at all times. Giving a user a role is require as part of inviting them into the platform.
Where can I see my current role?
You can view your current role in the users page; If you are not an Admin and believe you should be an Admin you can reach out to the Admin in your account so they can change your role.
How does the platform show you if you do not have access to perform a task?
If you do not have access to perform a task the platform will disable the action and show you a message to contact an Admin if you need to access that feature.
Example below for user who is a Support but wants to send a campaign out: