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Group permissions

Manage user permissions, product access, and team reporting with Groups

Permissions in Lexer are managed by Groups (users that belong to the same company), controlling the products you can use, your permission to respond or schedule content, and the customer data you have access to. Ensuring that your team is configured in the right Groups is essential for a great experience with Lexer and the following article will guide and the following article will guide you through the group permission management process.

Group Creation

Groups are created by Lexer based on your team structure, and are typically created when you first start working with Lexer. Your Success Manager will design your Groups based on your team structure and business requirements. Let's take a closer look at how Groups work in your Lexer Hub.

What do Groups control?

Groups control user access to all functions and features in Lexer, including:

Access to Products and Features
Access to Customer Profile and Attribute data in your CDP
Enforce multi-factor authentication
Manager permissions for your team
Permission to manage segments, filters, classifications
Permission to integrate accounts
Permission to respond, schedule and approve responses

Please note

These permissions work in unison for some tasks, it depends what you're trying to achieve. For example if you want to email a customer via Segment, you might need permissions for: Segment, View PII and Contact Identity.

The permissions you can access may vary from those in the table below.
If you need any help, please reach out to Lexer Support using the chatbot in the bottom right of the page.

The following table specifies each permission and how these impact the users access in Lexer products:

Permission	Description
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. If this permission is missing, then the user does not see Serve in the settings area of the hub.
Two factor	User must authentication using multi-factor authentication such as SMS or OTP.

Group updates

That's it for group permission! We're happy to update your Groups if they're not working for you, just reach out to Lexer Support at support@lexer.io for help using the chatbot in the bottom right of the page!

Updated:

September 19, 2022