XM Admin Roles & End-User Permissions

Admin Roles Overview

In the admin portal, the roles of your admin users can vary depending on the specific needs of your organization. XM Admin has five different admin roles that can be applied to admin users to give them different backend capabilities.

Admin Roles:

• Viewer: Can view engagement analytics, audiences, users, and content.

• Programmer: Can edit and create content. Can view audiences and users.

• Operator: Can edit and create audiences. Can view users.

• Manager: Can edit & create audiences and notifications. Can view users.

• User Admin [cannot be assigned in isolation, the user must have one of the other roles]: Can edit non-admin users (add sites, remove sites, delete users) and edit admin users (add admins, assign/remove XM Admin user roles)

To gain access to the User Admin role, please contact your HqO Customer Success Manager or Implementation Manager.

Adding Admin Roles:

Step 1: Click your user name in the top right corner of XM Admin

Step 2: Click “Manage Team”

Step 3: Search the user you are trying to grant XM Admin permissions to

Step 4: Click on the user

Step 5: Select which roles you would like the user to have

Step 5: Select save in the top right corner

End-User Permission Overview

End-user permissions can be assigned on a user-by-user basis. This allows you to permission specific tech functionalities (utility buttons) to be visible to a certain set of users. By assigning permissions on a user-by-user basis, you can ensure that each user only has access to the functionalities that are relevant to their role and responsibilities.

To permission a group of users, please contact App Support.