Platform User Roles

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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

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
DeploymentYes
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
AnalyticsOverviewYesYes
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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