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DX User Permissions

Which users have what permissions within DX

Updated over a month ago

Admins:

Admins have access to all settings and permissions in DX:

  • Attrition data

  • Assign permissions to other users

  • Bulk upload user data and attributes

  • All comments (unless users mark comments as limited view)

  • Manage and configure Data Cloud connections

Interviewers:

Interviewers designation allows users who have this permission to conduct Studies.

Privileged users:

Privileged users can view attrition insights and time to 1st/10th PR metrics in the Onboarding tool.

Data Cloud Admins:

Data Cloud admins can manage and configure Data Cloud connections without all of the same permissions as a full DX admin.

Observers:

Observers allow users to view results only as well as get notified when snapshots close. This user isn’t assigned to a team. Typically this role is used for users not a part of the day-to-day operations of engineering (ie. Executive Leadership) but still want visibility and notifications when snapshots are ready to view.

Team Leads / Managers:

Team leads can:

  • Triage Results

  • View “Limited” comments associated with their team and their downline.

  • View real-time Snapshot updates for their team and organization

  • They can edit the team structure - We do have the ability to turn this off and make team editing only available to admins

Team leads can't:

  • They cannot see attrition data

  • They cannot send Studies

  • They cannot change Snapshot settings

  • Cannot view or change admin settings

Individual-level Data Cloud metrics:

Individual-level metrics visibility can be configured with the help of your DX representative. Configurations include:

  • Everyone (default)

  • Admins only

  • Admins and Privileged users

  • Admins, Privileged users, and Team leads

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