Listen |
Users can access Listen and run searches depending on the tier filters they have access to. If the permission is missing then they will see a placeholder when clicking on Listen in the nav bar. |
Respond |
Users can access Respond and run searches depending on their tier filters they have access to. If the permission is missing then they will see a placeholder when clicking on Respond in the nav bar. |
Schedule |
Users can access Schedule and see scheduled content for all integrated channels. If the permission is missing then they will see a placeholder when clicking on Schedule in the nav bar. Users require the publisher permission in order to schedule/publish new content. |
Segment |
Users can access Segment and run searches depending on the attributes and segments they have access to. If the permission is missing, they will see a placeholder when clicking on Segment in the nav bar. |
Activate |
Users can go into Activate and create activations based on the integrated channels, segments, and attributes they have access to. If the permission is missing then they will see a placeholder when clicking on Activate in the nav bar. |
Track |
Users can go into Track and create dashboards and metrics based on the dashboards, attributes, and segments they have access to. If the permission is missing then they will see a placeholder when clicking on Track in the nav bar. |
Visualise |
Users can go into Visualize and view/create dashboards. If the permission is missing then they will see a placeholder when clicking on Visualize in the nav bar. |
Edit Team |
Users can add/edit/delete team members. Users can view and edit API tokens in Integrations. Users can create API tokens in Integrations if they have this + the Integrator permission. |
Edit Classifications |
Users can add/edit/delete/archive classifications. |
Integrator |
Users can add/edit/remove integrations. Users will be sent integration email notifications (eg. disconnected). |
Activity |
If users have this permission as well as the Respond permission they can view the Summary, Team, SLA, Cases, NPS tabs in Activity. |
Security Logs |
Users can view the Security tab in Activity. |
Access Reports |
Users can view, create, edit, and delete reports in Measure > Report. If the permission is missing then they will see a placeholder when clicking on Report in the nav bar. |
Edit Forms |
Users can view, create, edit, and publish forms in Manage > Forms. |
Tier 1 |
Users can view tier 1 filters in Listen and Respond. |
Edit Tiers |
Users can edit tier filters in Listen, Respond, and Settings. |
Publisher |
Users can schedule and publish content in Schedule. |
Responder |
Users can publish replies to messages in Respond. |
Approver |
Users can approve message replies for other team members in Respond. |
Profiles from Respond |
Users can view the Profile tab on messages in Respond. |
Edit Segments |
Users can create, edit, and delete segments. |
Individual Profiles |
Users can view the Profiles tab in Segment. |
Activate as CSV |
Users can create CSV activations in Activate. |
Contact Identity |
Users can email customers from the Profile tab in Segment. Requires an integrated Contact and Respond Email account. |
Manage Datasets |
Users can manage Datasets |
View PII |
Users can view PII in Dataset record payloads |
Access Serve |
Users can log in to serve.lexer.io and access Serve. Note: users also require a Serve user profile to use Lexer Serve. |
Manage Serve |
Users can view and edit Serve settings such as store locations, greeting flow, segments and attributes, and theming. |
Access Contact |
Users can access Contact and send messages. |
Manage Contact |
Users can create and edit Contact queues. |
Two factor |
User must authentication using multi-factor authentication such as SMS or OTP. |