Platform User Roles
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    Platform User Roles

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    Article summary

    Article Overview

    The following article details EasySend's Builder platform roles and their corresponding permissions.

    Role-Base Access Control (RBAC)

    EasySend utilizes the RBAC security mechanism. This mechanism is used to restrict access to systems, resources, and information based on the roles assigned to individual users within an organization. In the Builder platform, access permissions are not assigned directly to individual users; instead, they are assigned to roles, and users are then assigned to these roles. This approach simplifies the management of permissions.

    Key concepts:

    • A role is a set of permissions. Roles are created based on job functions, responsibilities, or qualifications within your organization.
    • Permissions are the access rights to perform certain operations or tasks, such as reading, writing, modifying, or deleting data.
    • Users are individuals who need access to the system. Each user is assigned a role, which determines their access rights.

    Platform User Roles

    • Super Admin - this role has no restrictions on the Builder platform, the user can manage other users and groups and assign permissions.
    • Admin - this role can only manage users.
    • Super Builder - this role can access all features related to building processes, themes, services, validations, and monitoring.
    • Builder - this role has restricted access to the Builder platform, for example: 
      • Can build processes
      • Cannot deploy process
      • Can access processes only on his assigned business groups
    • Business Manager - this role can use the analytics module to monitor and view processes but can’t build processes.
    • Agent - this role can only access the Journey Sender and the Journey Tracker (filtered by business groups).
    NOTE
    Using roles you can also assign different business groups per user, restring access to digital processes.

    Roles and Assigned Permissions

    The tables below detail each role and its assigned permissions. They also specify data access restrictions by a business group if applicable.

    Table 1: Super Admin

    FeatureCapabilityOpenFeature Access
    Transaction LogsRe-runYesWrite
    Bulk ResumeYes
    View Logz.ioNo
    Download LogYes
    Download AttachmentYes
    Check Email StatusYes
    AnalyticsOverviewYesWrite
    Process AnalysisYes
    Business InsightsYes
    Journey TrackerResendYesWrite
    CancelYes
    Users-YesWrite
    Groups-YesWrite
    ServicesDeployYesWrite
    Add File StorageNo
    Sync and ExportNo
    Customer SettingsAdvance Analytics ToggleNo
    No
    Dynamic DocumentNo
    Process ManagerManage Business GroupYesWrite
    DeploymentYes
    Sync & ExportNo
    Docker Hub DeployNo
    Solo ModeNo
    Last ChangesNo
    TagNo
    Delete ProcessYes
    model value Computed inline/ custom model conditionYes
    Metadata TaggingYes
    VersionsYes
    Quick PreviewNo
    ThemesImport componentsYesWrite
    Sync and ExportNo
    DeployYes
    VersionsYes
    Journey SenderDeployYesWrite
    Sync and ExportNo
    ValidationsSync and Export
    No
    Write
    Deploy
    Yes
    VersionsYes
    WebhooksSync and ExportNo
    Write
    DeployYes
    EasySign--
    Write
    Reports--
    Write
    Bulk Sender
    -
    -
    Write
    Standalone WebflowsSync and Export
    NoWrite
    Standalone ModelSync and Export
    NoWrite
    Standalone FormsSync and Export
    NoWrite
    Output Manager--
    Write
    OTPSync and Export
    NoWrite
    Deploy and ResetYes

    Table 2: Admin

    FeatureCapabilityOpenFeature Access
    Transaction LogsRe-runNoNo
    Bulk ResumeNo
    View Logz.ioNo
    Download LogNo
    Download AttachmentNo
    Check Email StatusNo
    AnalyticsOverviewNoNo
    Process AnalysisNo
    Business Insights
    No
    Journey TrackerResendNoNo
    CancelNo
    Users-YesWrite
    Groups-YesWrite
    ServicesDeployNo
    No
    Add File StorageNo
    Sync and ExportNo
    Customer SettingsAdvance Analytics ToggleNo
    No
    Dynamic DocumentNo
    Process ManagerManage Business GroupNo
    No
    DeploymentNo
    Sync & ExportNo
    Docker Hub DeployNo
    Solo ModeNo
    Last ChangesNo
    TagNo
    Delete ProcessNo
    model value Computed inline/ custom model conditionNo
    Metadata TaggingNo
    VersionsNo
    Quick PreviewNo
    ThemesInsert componentsNo
    No
    Sync and ExportNo
    DeployNo
    VersionsNo
    Journey SenderDeployNo
    No
    Sync and ExportNo
    ValidationsEdit mode (create/remove/deploy)No
    No
    Sync and ExportNo
    DeployNo
    WebhooksSync and ExportNo
    No
    DeployNo
    EasySign--
    No
    Reports--
    No
    Bulk Sender
    -
    -
    No
    Standalone WebflowsSync and Export
    NoNo
    Standalone ModelSync and Export
    NoNo
    Standalone FormsSync and Export
    NoNo
    Output Manager--
    No
    OTPSync and Export
    NoNo
    Deploy and ResetNo

    Table 3: Super Builder (Per Business Group)

    FeatureCapabilityOpenFeature Access
    Transaction LogsRe-runYesWrite
    Bulk ResumeYes
    View Logz.ioNo
    Download LogYes
    Download AttachmentYes
    Check Email StatusYes
    AnalyticsOverviewYesWrite
    Process AnalysisYes
    Business InsightsYes
    Journey TrackerResendYesWrite
    CancelYes
    Users-NoNo
    Groups-NoNo
    ServicesDeployYesWrite
    Add File StorageNo
    Sync and ExportNo
    Customer SettingsAdvance Analytics ToggleNo
    No
    Dynamic DocumentNo
    Process ManagerManage Business GroupYesWrite
    DeploymentYes
    Sync & ExportNo
    Docker Hub DeployNo
    Solo ModeNo
    Last ChangesNo
    TagNo
    Delete ProcessYes
    model value Computed inline/ custom model conditionYes
    Metadata TaggingYes
    VersionsYes
    Quick PreviewNo
    ThemesImport componentsYesWrite
    Sync and ExportNo
    DeployYes
    VersionsYes
    Journey SenderDeployYesWrite
    Sync and ExportNo
    ValidationsSync and Export
    No
    Write
    Deploy
    Yes
    VersionsYes
    WebhooksSync and ExportNo
    Write
    DeployYes
    EasySign--
    Write
    Reports--
    Write
    Bulk Sender
    -
    -
    Write
    Standalone WebflowsSync and Export
    NoWrite
    Standalone ModelSync and Export
    NoWrite
    Standalone FormsSync and Export
    NoWrite
    Output Manager--
    Write
    OTPSync and Export
    NoWrite
    Deploy and ResetYes

    Table 4: Builder (Per Business Group)

    FeatureCapabilityOpenFeature Access
    Transaction LogsRe-runYesWrite
    Bulk ResumeYes
    View Logz.ioNo
    Download LogYes
    Download AttachmentNo
    Check Email StatusYes
    AnalyticsOverviewYesWrite
    Process AnalysisYes
    Business InsightsYes
    Journey TrackerResendNoWrite
    CancelNo
    Users-NoNo
    Groups-NoNo
    ServicesDeployNo
    Write
    Add File StorageNo
    Sync and ExportNo
    Customer SettingsAdvance Analytics ToggleNo
    No
    Dynamic DocumentNo
    Process ManagerManage Business GroupNo
    No
    DeploymentNo
    Sync & ExportNo
    Docker Hub DeployNo
    Solo ModeNo
    Last ChangesNo
    TagNo
    Delete ProcessNo
    model value Computed inline/ custom model conditionNo
    Metadata TaggingNo
    VersionsYes
    Quick PreviewNo
    ThemesInsert componentsNo
    Write
    Sync and ExportNo
    DeployNo
    VersionsNo
    Journey SenderDeployNo
    Write
    Sync and ExportNo
    ValidationsSync and Export
    No
    Write
    DeployNo
    VersionsYes
    WebhooksSync and ExportNo
    Write
    DeployNo
    EasySign--
    No
    Reports--
    Read
    Bulk Sender
    -
    -
    No
    Standalone WebflowsSync and Export
    NoNo
    Standalone ModelSync and Export
    NoNo
    Standalone FormsSync and Export
    NoNo
    Output Manager--
    No
    OTPSync and Export
    NoWrite
    Deploy and ResetNo

    Table 5: Business Manager (Per Business Group)

    FeatureCapabilityOpenFeature Access
    Transaction LogsRe-runYesWrite
    Bulk ResumeYes
    View Logz.ioNo
    Download LogNo
    Download AttachmentYes
    Check Email StatusYes
    AnalyticsOverviewYesWrite
    Process AnalysisYes
    Business InsightsYes
    Journey TrackerResendYesWrite
    CancelYes
    Users-NoNo
    Groups-NoNo
    ServicesDeployNo
    No
    Add File StorageNo
    Sync and ExportNo
    Customer SettingsAdvance Analytics ToggleNo
    No
    Dynamic DocumentNo
    Process ManagerManage Business GroupNo
    Read
    DeploymentNo
    Sync & ExportNo
    Docker Hub DeployNo
    Solo ModeNo
    Last ChangesNo
    TagNo
    Delete ProcessNo
    model value Computed inline/ custom model conditionNo
    Metadata TaggingNo
    VersionsNo
    Quick PreviewNo
    ThemesInsert componentsNo
    No
    Sync and ExportNo
    DeployNo
    VersionsNo
    Journey SenderDeployNo
    No
    Sync and ExportNo
    ValidationsSync and Export
    No
    No
    DeployNo
    VersionsNo
    WebhooksSync and ExportNo
    No
    DeployNo
    EasySign--
    Write
    Reports--
    Write
    Bulk Sender
    -
    -
    Write
    Standalone WebflowsSync and Export
    NoNo
    Standalone ModelSync and Export
    NoNo
    Standalone FormsSync and Export
    NoNo
    Output Manager--
    No
    OTPSync and Export
    NoNo
    Deploy and ResetNo

    Table 6: Agent (Per Business Group) 

    FeatureCapabilityOpenFeature Access
    Transaction LogsRe-runNoNo
    Bulk ResumeNo
    View Logz.ioNo
    Download LogNo
    Download AttachmentNo
    Check Email StatusNo
    AnalyticsOverviewYesNo
    Process AnalysisYes
    Business InsightsYes
    Journey TrackerResendYesWrite
    CancelYes
    Users-NoNo
    Groups-NoNo
    ServicesDeployNo
    No
    Add File StorageNo
    Sync and ExportNo
    Customer SettingsAdvance Analytics ToggleNo
    No
    Dynamic DocumentNo
    Process ManagerManage Business GroupNo
    No
    DeploymentNo
    Sync & ExportNo
    Docker Hub DeployNo
    Solo ModeNo
    Last ChangesNo
    TagNo
    Delete ProcessNo
    model value Computed inline/ custom model conditionNo
    Metadata TaggingNo
    VersionsNo
    Quick PreviewNo
    ThemesInsert componentsNo
    No
    Sync and ExportNo
    DeployNo
    VersionsNo
    Journey SenderDeployNo
    No
    Sync and ExportNo
    ValidationsSync and Export
    No
    No
    DeployNo
    VersionsNo
    WebhooksSync and ExportNo
    No
    DeployNo
    EasySign--
    Write
    Reports--
    No
    Bulk Sender
    -
    -
    No
    Standalone WebflowsSync and Export
    NoNo
    Standalone ModelSync and Export
    NoNo
    Standalone FormsSync and Export
    NoNo
    Output Manager--
    No
    OTPSync and Export
    NoNo
    Deploy and ResetNo

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