User Management > Permissions > Contact & Guest
Purpose
In this window, you define the global permissions granted to roles that provide access to contacts and guests. The permissions available to these roles are limited to functionality that is available without signing into the Engage user interface.
Each role is assigned a specific set of permissions by default.
What can I do in this window?
View current global permissions assigned to a contact or guest role.
Grant additional global permissions to a contact or guest role.
Remove global permissions from a contact or guest role.
Enter or update the description of a contact or guest role.
Actions
Action
Description
Show
Select which global permissions are shown for the selected role. The following options are available:
All: Shows all global permissions including permissions that are not available to contact and guest roles.
Active: Shows only global permissions that are available to contact and guest roles.
Disabled: Shows only global permissions that are not available to contact and guest roles.
Grant Permission
Select a check box in the Granted column to grant the corresponding permission to the selected role.
Remove Permission
Deselect a check box in the Granted column to remove the corresponding permission from the selected role.
Save
Save changes to the permission settings for the selected role.
Settings
Setting
Description
Role
Select the role for which you set permissions.
Role Description
Create a description of the system role selected from the drop-down list.
Information
Information
Description
Granted
When selected, indicates that permission is granted to the selected role. If the option is unavailable, you do not have permission to change this setting.
Name
Shows the name of the permission in the system.
Permission ID
Shows the permission ID. Each permission has its own ID number in Engage, which is only used for identification purposes.
Info
Shows the symbol. Move the pointer over the symbol to display additional information about the permission.
Implicit Permissions
Shows any permissions that are essentially connected to a selected permission. When you grant a permission to a role, you grant the implicit permissions automatically. When you remove a parent permission, you remove the implicit permissions automatically. You can deselect an implicit permission even if the parent permission is still selected.
Category
Shows the permission category. Permissions are grouped into categories that make it easier for you to find and select them.
