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Function

Findings

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Takeaways

Role Creator

Marketo

  • Can create completely custom roles in a builder, where you add the role name and description, then check the items that are allowed to be surfaced

  • Therefore, any bespoke role requirements can be accounted for

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  • We can have the base roles that already exist (i.e. super admin, admin, publisher, creative manager, etc) but then allow creating of custom roles for role requirements that do not fit exactly into the pre-built roles?

  • It would be nice to have this checkbox list of all available platform permissions, similar to how we do on tech dashboard to turn on and off features for user types?

Role Selector (Simple)

Mailchimp

  • Role descriptions provide an understanding of what the role type can do

LinkedIn

  • Role descriptions provide an understanding of what the role type can do

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  • Show descriptions of user role types to explain the purpose and permissions of every user type

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titleReject

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Role Selector (Advanced)

Marketo

  • Multiple roles can be selected, and therefore permissions can be ‘stacked’

Hubspot

  • Detailed information for every item/feature that can be enabled

  • Bespoke UI depending on the type of feature, e.g. dropdowns for more granular access options, toggles for on/off options

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  • Show descriptions of every user role options to explain the purpose usage in order to reduce the amount of training required

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  • ‘Stacking’ of role types might be overkill, especially if we allow custom roles to be created as these roles should contain everything a user may need

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