Roles and permissions
Every user in Mindful Feedback is assigned a role. This role determines what permissions the user has and how much of the UI the user can access. Mindful Feedback includes three customizable default roles (Admin, Supervisor, and Agent), and you can add custom roles to grant the precise permissions needed for your users.
Quick access: Manage Users > Manage Permissions tab
Creating, Editing, and Deleting Roles
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Follow the steps below to create a new custom role:
Alternatively, you can click Duplicate Role beneath any existing role listed on the screen to use an existing role's configuration as the starting point for a new one. To edit an existing role, click the X permissions assigned link once more, make any changes needed, then click Update Role. To delete a role, click the X permissions assigned link then click Delete Role. |
Understanding Role Permissions
Role Permissions in Mindful Feedback are categorized into three levels: Forbidden, Can View, and Can Edit. For each role, you can assign one of these permission levels to different functions of the application, such as creating surveys, viewing reports, or managing users. This allows you to create custom roles and fine-tune exactly what your users can access.When adding a new role or viewing an existing role's permissions, all of the available permissions will be shown in a modal window. You can hover over the icon next to each permission's name to view more information about it.
The following table details each permission and which roles are assigned those permissions by default.
| Permission name | Allows users to... | Default Permissions for Admins | Default Permissions for Supervisors | Default Permissions for Agents | |||
|---|---|---|---|---|---|---|---|
| Can Edit | Can View | Can Edit | Can View | Can Edit | Can View | ||
| Customer Payments | Make one-time payments and configure auto top-ups. | X | X | ||||
| Survey Restrictions | Configure survey restriction rules. | X | X | ||||
| Integrations | Create integrations between Mindful Feedback and other software. | X | X | ||||
| Branding | Manage the logo associated with your Mindful account. | X | X | ||||
| Phone Connections | Manage phone connections, including the default surveys for each connection. | X | X | ||||
| Customer Credentials | Manage secure credentials used for API access and integrations. This permission can only be assigned to the default Admin role. | X | X | ||||
| General Settings | Manage general settings, such as Customer Name. | X | X | ||||
| Interaction Detail Reports | View Interaction Detail reports. The scope of these reports is determined by the Interactions and All interactions permissions. | X | X | X | X | X | |
| Dashboard Reports | Save dashboard reports. | X | X | X | X | ||
| Dashboard Configs | Save filter groups on your own Dashboard. | X | X | X | X | X | X |
| Customer Events | View the customer event log. Access to customer events for specific interactions are managed by the Interactions and All interactions permissions. | X | X | X | |||
| Watch Words | Manage Watch Words. | X | X | X | X | ||
| Surveys | Manage surveys, including questions, events, and general survey configuration such as styling and behavior. | X | X | ||||
| Do Not Calls | Manage entries in the Do Not Contact list. | X | X | X | X | ||
| Interactions | Manage your own survey interactions. This does not allow users to view colleagues' interactions unless they have this option enabled in a user group. | X | X | X | X | X | X |
| All Interactions | Manage all survey interactions, including those associated with other users. | X | X | X | X | ||
| Users | Manage user accounts. Edit permission can only be assigned to the default Admin role. | X | X | ||||
| User Groups | Manage user groups. | X | X | ||||
| User Group Membership | Add and remove users from groups. | X | X | ||||
| User Permissions | Manage the permissions assigned to roles. This permission can only be assigned to the default Admin role. | X | X | ||||
| Email Reputation | Access the Email reputation page. | X | X | ||||
| Tasks | Manage onboarding tasks. | X | X | ||||
| License Usage | Access the License Usage page. | X | X | ||||
| License Usage Warnings | Manage License Usage Warnings. | X | X | ||||
