Roles

This guide covers how to create, edit, and delete roles within an organization. It details how roles define user permissions, manage access to platform features, and ensure proper control over user actions based on assigned responsibilities.

A Role in Grower defines a user's position within an organization, determining their access to features and actions based on assigned permissions. Roles are managed centrally and are organization-specific, meaning each organization can create and modify its own roles.

Permissions in Grower are role-based rather than user-based, so changes to a role's permissions affect all users assigned to that role.

Accessing Roles

To manage roles, navigate to the Mission Control page in the side menu. Expand the User Management tab and click on the "Roles" tab. This will take you to the Roles page, where you can view, create, duplicate, edit, and delete roles based on your permissions.

Viewing Roles

The Roles page displays all existing roles, including their names and descriptions. You can search through role names to locate specific roles or sort them alphabetically by name or description.

The page allows you to adjust the number of roles displayed and navigate between table pages.

Access to this page is granted only if your role includes the View Roles permission. If this permission is not assigned, the Roles tab will not be visible to you. Refer to the Role Permissions section for more details on permissions and their functionalities.

Creating A Role

Users with the Create Role permission can create a new role by clicking the "+ Role" button at the top of the page. A popup will appear prompting you to enter a unique role name and description.

By default, a new role has no permissions assigned, but you can add permissions after creation.

If you need a new role to share similar permissions with an existing role, use the duplicate option. Duplicating a role automatically copies all permissions to the new role, requiring only a new name and description.

You can add a department only if your role includes the Create Roles permission. Refer to the Role Permissions section for more details.

Editing A Role

To edit a role, click on the edit icon next to the role’s name. A popup form will appear where you can modify the role’s name and description. Editing a role also allows you to review and adjust the role’s permissions by navigating to the permissions page.

To access and modify permissions, ensure you have the Edit Role permission assigned to your user role. Permissions can be customized to grant or restrict actions such as View, Create, Edit, and Delete, depending on your organization’s needs.

For a detailed breakdown of permissions and their categories, refer to the Role Permissions section.

Deleting A Role

Roles can be deleted by clicking the trash can icon next to the role. If the role has active users assigned to it, deletion will not be possible. In such cases, all assigned users must either be reassigned or removed before the role can be deleted.

You can delete a department only if your role includes the Delete Roles permission. Refer to the Role Permissions section for more details.

Role Permissions

Roles within Grower determine the level of access users have across the platform. Permissions are role-based, meaning all users assigned to a role will share its associated permissions. By toggling permissions, administrators can define the actions a user can perform within Grower.

Permissions are grouped into three main sections: Mission Control, AI, and Grower Platform, with each section focusing on different functionalities.

The Mission Control section enables administrative control over organizations, users, departments, roles, and campaign group assets.

• Data Permissions: Grant Access allows users to manage data visibility and permissions across projects and channels.
• Organization: Edit permission allows managing Organization details.
• Departments: Users can create, edit, view, or delete Departments.
• Roles: Users can create, edit, view, and delete Roles.
• Users: Permissions include the ability to create, delete, edit, and view Users, as well as activate or deactivate accounts.
• User Logs: Grant Access allows users to view historical User Logs for auditing purposes.
• CG Assets: Manage campaign group assets by creating, editing, viewing, or deleting them.
• Recommendations: Users can edit, delete, and view Targeted Recommendations.

The AI section focuses on enabling access to AI-powered tools within Grower.

• AI Analysis: Grant Access allows users to trigger General, Group, and Deep AI Analyses.
• Buyer Persona: Permissions include creating, editing, viewing, or deleting Personas.

The Grower Platform permissions manage campaign groups, channels, and groups to streamline operational workflows.

• Campaign Groups: Create, edit, and delete Campaign Groups to organize projects effectively.
• Groups: Permissions include can creating, editing, and deleting Groups.
• Channels: Manage the creation, editing, and deletion of Connections.
• Data Export: Grant Access enables users to export platform data for further analysis.

To manage permissions, navigate to the Roles page and click on the permissions button for a specific role. You’ll be directed to the role’s permissions page, where you can toggle each permission on or off.

Certain permissions are interdependent. For instance, enabling Create, Edit, or Delete will automatically enable View, as viewing the relevant page is required to perform these actions.

Changes made to role permissions apply to all users assigned to that role. Always review and test permissions carefully to ensure proper access control.