Capabilities
Company > Users > Roles > Roles
Capabilities grant access to actions and areas of Medallia Experience Cloud. Capabilities should be assigned to Roles, though in special cases they can be assigned to specific accounts (not best practice).
Capabilities are organized hierarchically, with some acting as parents to others. Selecting a parent capability automatically grants access to its child capabilities. For instance, the Social Media reporting capability is needed to view social media reports. Assigning this capability to a role gives all users of that role access to social media reports, but not other social media features. However, if the Social Media (all access) capability is selected, users gain access to all social media features.
Assign capabilities on the Roles screen or, when necessary, on the User Capabilities screen. For more information, see Roles, permissions, and capabilities.
Capabilities hierarchy
These are the capabilities in hierarchical order. A capability that contains other capabilities has the permissions of all its children.
- Do anything
- Allows Internal Administrators to do anything in the setup system. Note: Sometimes the Intern Admin role does not have the ability to edit other roles by default (which is exposed when the admin cannot see the Users screen). To correct this, go to the Role Edit Role screen, and for the InternalAdmin role, change Setup User Permission to ALL_USERS.
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- Create internal accounts
- Can assign Is Internal User capability
- Do admin
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- Alert rights
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Provide all of these capabilities:
- Access the history of changes
- Access to sandbox functionalities including email containment
- Access to the 'Goal Viewer' screen
- Autologon w/any template account
- Cohort Tracking Filter
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Warning: Do not use this capability, which is no longer supported. If you need to filter by specific customer segments, create a custom filter. For more information, see Custom filters.
- Create Demo Data
- CSS graphs enabled (deprecated)
- Custom Groups enabled for single-select filters)
- This capability was formerly named "Custom Groups enabled".
- Custom Groups enabled for multi-select filters)
- Do new setup
- Can create a new company.
- Edit Static Content
- Enables the Edit Content button on the Documents report.
- Enable Push Reports
- Extended benchmarking
- Access to the Unit group when Include in extended benchmark is checked on the Unit groups screen. The user gets access to all the data, for all the units, in the specified unit group via the benchmark drop-down on these reports:
- Satisfaction
- Problems
- Profiler
- Ranker
The specified unit groups appear in a flat list, at the top of the benchmark drop-down, when the user does not have already have access to all the units of the specified unit group. Otherwise, when the usr has access to all the units in the group, and the unit is not a parent node, the unit appears at the bottom of the list with all the other units the user has access to.
The "All Units" selection at the top of the drop-down only contains the units the user has access to (not truly all units). The label can be changed to be something like "Your Units" via Translations. ("All Units" can be translated in Common Reporting 1, in the second "All %S" field (from the top).)
To disable the top selection, turn on Hide From Benchmark on the top node on the Unit groups screen.
- Extended benchmarking if access >=1 unit
- Same as for Extended benchmarking except the user only gets access to the checked unit groups for which they already have access to one unit. Note: This capability has priority over Extended benchmarking.
- Extra features on the UnitPerformance homepage module
- Hide Custom Timeperiods from Reporting unless Do Anything
- Prevents users from creating or viewing custom timeperiods unless they have the Do Anything capability. You might do this, for example, to prevent users in Voice of the Employee survey programs from using custom timeperiods to circumvent sample size requirements.
- Invite mgmt features
- Access to the Invitations Form report.
- Is internal user
- Medallia internal administrators
- Mini graphs enabled
- Mobile Voices (all app access)
- Access to all features in Medallia Voices
- Mobile XP (all app access)
- Access to all features in Medallia Mobile.
- Mobile XP Promotional Page (only available if 'Mobile XP Login' is also granted)
- Mobile XP Case Management (if enabled in Express)
- Mobile XP Promotional Banner (only available for non-internal Admins with 'Mobile XP Promotional Page' capability)
- Digital Integration
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- Digital User
- Digital Analyst
- Allows users the ability to review feedback, feedback reports, dashboard, and Experience Optimizer.
- Digital CX Manager
- Provides users with the same access as a Digital Analyst and also allows users the ability to configure rules, create and remove surveys, and perform all other actions in Platform-short.
- Digital CX Group Manager
- Provides users with the same access as Digital Analyst and also allows users the ability to configure rules, create and remove surveys, and perform all other actions in Platform-short.
- Digital System Administrator
- Users have the same access as CX Manager and CX Group Manager but can also control and edit user settings.
- MyDashboards (BETA)
- Reset Surveys
- Send Invitations Immediately
- Setup Email Templates
- Administrator access to create and modify alert notification email templates.
- Significance Testing on Satisfaction Table
- Allows access to significance testing in Satisfaction Table reports.
- Social Media (all access)
- Provides users with all social media capabilities.
- Social Media competitor reporting
- Users can view the Rival Comparison and Rival Reviews reports.
- View Social Media competitor filter
- Users can view the Rival Review report.
- View Social Media competitor overview
- Users can view the Rival Comparison report.
- Social Media configure competitor lists
- Allows users to view the Rival Lists screen. Users can manage the rival lists associated with a property from this screen.
- Social Media configure sources and respond
- Allows users to view the Source Settings & Issues screen. From that screen, they can configure Facebook and Twitter accounts, report problems, and enable or disable management responses.
- Social Media configure sources
- Allows users to view the Source Settings & Issues screen. From that screen, they can configure Facebook and Twitter accounts, and report problems. However, they cannot enable or disable management responses. Note: This capability is important to give to property-level managers.
- Exclude Social Media Surveys
- Allows users to exclude a social review or social network record from aggregate reporting.
In this example Responses Filter report, the user can exclude records collected from Expedia (i.e. a social review site) and Facebook (i.e. a social network):
- Exclude Social Media Surveys from Review Sites
- Allows users to exclude a social review record from aggregate reporting.
In this example Responses Filter report, the user can exclude an Expedia review, but not a Facebook post:
- Exclude Social Media Surveys from Social Network Sites
- Allows users to exclude a social network record from aggregate reporting.
In this example Responses Filter report, the user can exclude a Facebook post, but not an Expedia review:
Tip: This is an important capability for property-level managers.
- Social Media reporting
- Allows users to view social media data, the Feedback Type filter, and social media questions in standard reports.
For example, users can view the Feedback Type filter in Satisfaction reports:
- Respond to Social Media Surveys
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Allows users to submit management responses to a social media record (if management responses are turned on).
If management responses are turned on, but the user does not have this capability, the user cannot view the Respond button on the Responses Form.
- Static Report — Reporting
- Text Analytics (all access)
- Access to all Text Analytics features. Tip: Avoid granting this capability; grant specific capabilities instead.
- View Employee Recognition filter in Responses List
- Access to responses that were flagged for recognition, not flagged for recognition, or all responses in Responses List reports.
- View Customer Effort filter in Responses List
- Access to responses with one or more levels of effort in Responses List reports.
- View Attention Flag filter in Responses List
- Access to responses that were flagged as needing attention, not needing attention, or all responses in Responses List reports.
- View Attention Types filter in Responses List
- Access to responses needing one or more specific types of attention in Responses List reports.
- View Suggestions filter in Responses List
- Access to responses for a specific aggregated group of suggested actions in Responses List reports.
- Use ad-hoc custom query
- Use 'Go To' hotkey (Ctrl-G)
- Use predefined custom filters
- Use pre-release code
- View ActionPlanner
- View ActionPlanner - List Tab
- View ActionPlanner - ImportancePlot Tab
- View Advanced Analytics
- View Brand Static Reports
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- View Unit Static Reports
- View Client Info link
- Access to the Client Info Documents reports.
- View Documents Tab
- Access to the Documents reports
- View Event Tickets
- View Guest Voices
- Allows the user to view the word cloud below the filters in the Responses report.
- View Invitation Management
- Allows the user to view reports that contain data from invitations.
- View Invitation Ranker
- View Mined Rules
- View OptionBox search field on other reports than RI)
- View Profiler MultiCompare
- View Problems MultiCompare
- View ProgramStats
- This capability is for Medallia internal administrators to debug issues with feed files.
- View Report Footer
- View Responses Form Custom Box
- View RivalTracker
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- View RT Graph
- View RT Snapshot
- View RT Table
- View Satisfaction MultiCompare
- View Toolbox
- View Tutorial link
- Access to the Tutorial Documents reports.
- View unpublished items
- Ability to switch accounts and view any unpublished items.
- View VisualCrossTab
- View VisualInsight
- Web Data Exports
- Enables Data Export for Ranker, Responses, and Invitation Manager reports
- LivingLens Standard
- Corresponds to the LivingLens Standard user role.
- LivingLens Pro
- Corresponds to the LivingLens Pro user role.
- LivingLens Pro Admin
- Corresponds to the LivingLens Channel Admin user role (formerly titled Pro Admin).
- LivingLens Customer Admin
- Corresponds to the LivingLens Customer Admin user role.
