Access Roles

Set up role-based access control in MoEngage to manage team permissions for dashboard components, including default and custom roles.

Overview

MoEngage offers role-based access control for account admins to enable different levels of access permissions (to dashboard components) for your team members.

You can view the access roles by navigating to Settings > Account > Team management > Roles.

Types of Access Roles

MoEngage provides two types of access roles to manage MoEngage UI permissions:

• Default roles: Predefined roles with fixed permission sets that are available for every account. These roles cannot be modified.
• Custom roles: User-defined roles that you can configure with specific permission sets based on your organization’s requirements.

Default Roles

These are the default roles with fixed permissions and are available for every account. These roles cannot be edited. MoEngage provides the following default roles:

Admin

The person who creates the workspace is assigned the Admin role by default. The role has all permissions for the account

• Creating campaigns
• Changing account settings
• Inviting team members

Admins are allowed to invite other users as Admin or Manager or Marketer and so on. Only admins are allowed to create or edit or delete new Teams.

For more information about team management, refer to Teams in MoEngage.

Manager

The person who will run marketing campaigns for live users, and manage the account and all settings. This member has all permissions on the dashboard similar to Admin, barring the permission to Create/Edit/Delete Teams. There can be multiple managers in one account. Managers can invite team members to roles of Manager and below.

Marketer

The person who will create the campaigns for live users has access to segmentation but cannot access billing info. With Campaign approval flow, a marketer’s campaigns will go live ONLY upon approval from the Manage or Admin. For more information, refer to Campaign Approval Flow.

Developer

The person who will integrate your app/web with MoEngage. This member can access/test all features in the TEST environment but has restricted access in the LIVE environment. The access details are as follows:

• Can not view Billing details and can only add Developers to the account
• Can not view campaigns created by Admin/Manager team members
• Can not change Push FC and DND settings

Analyst

The person who has access to view/export campaign data, user segmentation data, and set up daily reports. This member can not create any campaigns or change any settings (except for setting up Reports).

To summarise, the following are the default roles and their access permissions.

Custom roles

These allow you to create new roles with your desired permission sets. You can also clone existing roles and assign permission sets as desired.

  Only admins have access to create/update roles.

Steps to create a new role

1. Navigate to Settings > Account > Team management > Roles.
2. Click Create role on the top right of the header.
3. Provide a role name and description. You can choose to copy permission sets from an existing role or create one from scratch.
4. Click Create.
5. You can now check/uncheck permissions as per your requirement. The changes will be autosaved.

Read more about the various permissions on the MoEngage dashboard.

Permissions

Components	Permissions	Description
Recommendations & Catalog	View	Can view list of published recommendations, and catalog items and feeds.
	Create and manage	Can edit, archive or publish new recommendations, catalogs, or add/delete catalog feeds
	Download	Can download catalog feeds or item processing failure report
Dashboard & Analyze	View	Can view custom dashboards, analyze sections
	Run query	Can run analyze queries and view results
	Create and manage	Can create new charts and dashboards and edit/delete existing ones
	Download	Can download charts and CSV data
All Segments, RFM Segments, Warehouse Segments, Seg AI, Sync Segments	View	Can view users & created segments
	Create and manage	Can run segment queries, create new segments, and edit/delete existing ones
	Download	Can download users and CSV data from user profile
Campaigns, Inform, Flows & Personalize	View	Can view all campaigns and campaign info pages
	Create and manage	Can create new campaigns, and edit/update existing campaigns; but cannot publish the campaign. If you are using campaign approval flow - the user with the permission can only send the campaign for approval.
	Create, manage, and publish	Can create new campaigns, edit/update existing campaigns, and also publish the campaign. If you are using campaign approval flow - the user with the permission can approve/reject the campaign.
	Edit templates	Can edit templates
	Download	Can export campaigns
Drafts	View	Can view drafts
	Create and manage	Can create and update drafts
Reports	View	Can view all reports
	Create and manage	Can create new reports, update/delete existing reports
	Download	Can download the reports
App configuration	View	- Can view general, API, Analytics, and Control group settings - Data Management: Can view the data management dashboard and download reports - Identity Resolution: Can view the identity resolution dashboard - Tag Management: Can view tags
	Setup and manage	- Can configure and update App settings - Data Management: Can perform actions on the data management dashboard (for example, block/hide events) - Identity Resolution: Can perform actions on the identity resolution dashboard (for example, add identifiers, change merge settings, pause identifiers) - Tag Management: Can create/edit tags
App Marketplace	Create and manage	Can create & edit the integrations.
Channel configuration	View	- Can view channel settings - PII Masking & Encryption: Can view masked attributes
	Setup and manage	- Can configure and update channel settings - PII Masking & Encryption: Can mask attributes
	Create and manage all roles	Can invite new members, change the role of existing members and revoke access of members irrespective of their roles, enable/disable “Campaign Approval Flow”, and download dashboard users
Teams (know more)	View	Can view all teams and their members
	Setup and manage	Can create new teams, edit/update existing teams
Usage and Billing	View	Can view and enter subscription information, view organisation information, and view billing card information
	Create and manage	Can view and enter subscription information, edit organisation info, edit billing card information, and view & export audit logs
	Download	Can download charts and CSV data for workspace’s usage
Alert Manager - Out of the Box Alerts (OOTB Alerts) and Custom Alerts	View	Can view alerts
	Edit	Can edit alerts
	Subscribe	Can subscribe to alerts
	Subscribe Others	Can subscribe others to receive alerts
	Unsubscribe	Can unsubscribe from receiving alerts that they are subscribed to
	Delete	Can delete alerts
	Create	Can create a custom alert. OOTB alerts cannot be created.
	Duplicate	Can duplicate a custom alert. OOTB alerts cannot be duplicated.
App Marketplace	View	Can view the available integrations
	Create and manage	Can create & edit the integrations
Landing Pages	View	Can view all landing pages and landing page info pages
	Create and manage	Can create new landing pages, edit/update existing landing pages
Imports	View	Can view the created data imports
	Create and manage	Can create & manage new data imports
	Download	Can download users from the created data imports
Coupons	View	Can view the listed Coupon List in Coupon List listing page and the added files and metadata of coupon files added in a Coupon List
	Create and manage	Can set up a new Coupon List within the MoEngage platform, modify or update a Coupon List details, archive/unarchive a Coupon List name, add new coupon files to top-up the Coupon List, and delete a coupon files from a Coupon List
	Publish	Can select the coupon list in a campaign such that the campaigns are sent with coupons as per functionality
	Download	Can download the coupon list usage report for audit
Content	View	Can view templates
	Create and manage	Can create templates and save as draft
	Create, manage, and publish	Can publish templates
	Delete	Can delete templates
Offerings & Decision Policy	View	Can view created offerings and decision policies
	Create and manage	Can view new offerings & decision policies and edit/update existing policies/decision policies
	Create, manage and publish	Can create new offerings & decision policies, edit/update existing offerings & decision policies, and publish them
	Download	Can export reports for offerings & decision policies