User Roles and Permissions
Answer
This article is intended to inform you about the different User Roles and their permissions within Siteimprove services. Information on changing a user role can be found in the article How do I change a user’s role? There are currently 5 default user roles that cannot be edited or deleted. These roles can be copied to create new customized roles if required. Learn more on how to customize user roles.
Overview
User permissions in Siteimprove are controlled through assigned user roles. There are currently five default user roles:
- Account Owner
- Administrator
- User
- Read Only
- Report Recipient
The permissions listed apply to the groups, sites and/or checkpoints that a user has been granted access to by an Account Owner. Users with no access to Siteimprove's services can still view an individual Page Report if they have the unique Page Report URL.
User Role Summary
- Account Owner – All view and action permissions.
- Administrator – All view permissions and most action permissions. (See table for details.)
- User – All view permissions and action permissions, but no access to settings.
- Read Only – Only view permissions and no action permissions.
- Report Recipient – No view or action permissions.
Note: The permissions listed apply to the groups, sites and/or checkpoints that a user has been granted access to by an Account Owner. Users with no access to Siteimprove's services can still view an individual Page Report if they have the unique Page Report URL.
General
General Module Summary
The General permissions determine access to exports, reporting functions, page checks, crawls, dashboards, tags, annotations, and general platform functionality.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
Export (CSV / PDF) | ✖ | ✔ | ✔ | ✔ | ✔ |
Export to report template | ✖ | ✔ | ✔ | ✔ | ✔ |
Schedule Reports | ✖ | ✖ | ✖ | ✔ | ✔ |
Recheck single pages/pdfs | ✖ | ✔ | ✔ | ✔ | ✔ |
Recheck own groups | ✖ | ✖ | ✔ | ✔ | ✔ |
Re-crawl entire website | ✖ | ✖ | ✖ | ✔ | ✔ |
Add and delete single page checks | ✖ | ✖ | ✔ | ✔ | ✔ |
View graph annotations | ✖ | ✔ | ✔ | ✔ | ✔ |
Manage annotations | ✖ | ✖ | ✔ | ✔ | ✔ |
Siteimprove FrontierAccess | ✖ | ✔ | ✔ | ✔ | ✔ |
View DCI menu items | ✖ | ✔ | ✔ | ✔ | ✔ |
Manage, Create Dashboard | ✖ | ✖ | ✖ | ✔ | ✔ |
Add, edit and delete page tags | ✖ | ✖ | ✖ | ✔ | ✔ |
Quality Assurance
Quality Assurance Module Summary
The Quality Assurance permissions control access to quality data, broken link management, spelling dictionaries, readability actions, and content inventory management.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
View QA data | ✖ | ✔ | ✔ | ✔ | ✔ |
Dismiss/Confirm broken links | ✖ | ✖ | ✔ | ✔ | ✔ |
Manage misspellings for all pages/sites | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage misspellings for your own pages/sites | ✖ | ✖ | ✔ | ✔ | ✔ |
Upload words to the dictionary | ✖ | ✖ | ✖ | ✔ | ✔ |
View readability data | ✖ | ✔ | ✔ | ✔ | ✔ |
Manage readability actions | ✖ | ✖ | ✔ | ✔ | ✔ |
View inventory | ✖ | ✔ | ✔ | ✔ | ✔ |
Manage inventory | ✖ | ✖ | ✔ | ✔ | ✔ |
SEO
SEO Module Summary
The SEO permissions control access to SEO data, keyword management, activity plans, target pages, and Google Search Console integration.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
View SEO data | ✖ | ✔ | ✔ | ✔ | ✔ |
Ignore at page level & site level | ✖ | ✖ | ✔ | ✔ | ✔ |
Create Tags, put tags on keywords | ✖ | ✖ | ✖ | ✔ | ✔ |
Create, Edit and Delete Activity Plans | ✖ | ✖ | ✔ | ✔ | ✔ |
Add/remove keywords to/from Activity plans | ✖ | ✖ | ✔ | ✔ | ✔ |
Set target page | ✖ | ✖ | ✔ | ✔ | ✔ |
Authorize Google Search Console integration | ✖ | ✖ | ✖ | ✔ | ✔ |
Accessibility NextGen
Accessibility Module Summary
The Accessibility permissions control access to accessibility data, site targets, account-wide targets, and accessibility issue review workflows.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
View accessibility data | ✖ | ✔ | ✔ | ✔ | ✔ |
Set a site target | ✖ | ✖ | ✖ | ✔ | ✔ |
Set account-wide site target | ✖ | ✖ | ✖ | ✖ | ✔ |
Review potential issues | ✖ | ✖ | ✔ | ✔ | ✔ |
Policy
Policy Module Summary
The Policy permissions control access to policy libraries, policy management, policy creation, policy duplication, and policy match actions.
| Permission | Actions | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|---|
| View Summary, Policies, Items with Policy Matches |
| ✖ | ✔ | ✔ | ✔ | ✔ |
View Policy library |
| ✖ | ✔ | ✔ | ✔ | ✔ |
| View My Sites |
| ✖ | ✔ | ✔ | ✔ | ✔ |
Create and edit policies for individual sites |
| ✖ | ✖ | ✔ | ✔ | ✔ |
*Create policy for all sites |
| ✖ | ✖ | ✖ | ✔ | ✔ |
Add policy from library |
| ✖ | ✖ | ✔ | ✔ | ✔ |
*Needs the permission "Create and edit policies for individual sites" as a pre-requisite.
Analytics
Analytics Module Summary
The Analytics permissions control access to statistics, key metrics, funnels, user journeys, behavior maps, feedback, visitor data, privacy settings, domain management, and site configuration.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
View statistics | ✖ | ✔ | ✔ | ✔ | ✔ |
View key metrics | ✖ | ✔ | ✔ | ✔ | ✔ |
Manage/edit key metrics | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage/edit Funnels | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage user journeys | ✖ | ✖ | ✔ | ✔ | ✔ |
Manage behavior map | ✖ | ✖ | ✔ | ✔ | ✔ |
View user feedback | ✖ | ✔ | ✔ | ✔ | ✔ |
Manage feedback | ✖ | ✖ | ✔ | ✔ | ✔ |
Extract Visitor Data file | ✖ | ✖ | ✖ | ✖ | ✔ |
| Manage privacy settings | ✖ | ✖ | ✖ | ✖ | ✔ |
| Manage Domains | ✖ | ✖ | ✖ | ✖ | ✔ |
| Manage Site configuration | ✖ | ✖ | ✖ | ✖ | ✔ |
Data Privacy
Data Privacy Module Summary
The Data Privacy permissions control access to personal data scanning, domain management, name management, PIN configuration, and privacy-related administration.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
View Data Privacy Data, Policies, Domains and IP | ✖ | ✔ | ✔ | ✔ | ✔ |
Add sites to be scanned for personal data | ✖ | ✖ | ✔ | ✔ | ✔ |
Add, move, and reject domains | ✖ | ✖ | ✔ | ✔ | ✔ |
Add, delete, and ignore names | ✖ | ✖ | ✔ | ✔ | ✔ |
Change PIN country-specific format | ✖ | ✖ | ✖ | ✖ | ✔ |
Change PIN alert email recipient | ✖ | ✖ | ✖ | ✖ | ✔ |
Performance
Performance Module Summary
The Performance permissions control access to performance measurements and measurement management activities.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
View, create, edit and delete measurements | ✖ | ✔ | ✔ | ✔ | ✔ |
Ads
Ads Module Summary
The Ads permissions control access to advertising data, Analytics integrations, account management, target customization, and real-time changes.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
View and export Ads data | ✖ | ✔ | ✔ | ✔ | ✔ |
Setup Analytics integration | ✖ | ✖ | ✔ | ✔ | ✔ |
Manage account | ✖ | ✖ | ✖ | ✔ | ✔ |
Customize targets | ✖ | ✖ | ✖ | ✔ | ✔ |
Make real-time changes | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage Users
Manage Users Module Summary
The Manage Users permissions control access to user information, user administration, role management, password policies, and Account Owner assignment.
Note: Only an Account Owner can grant Account Owner permission to another user.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
View user details | ✖ | ✔ | ✔ | ✔ | ✔ |
Manage users | ✖ | ✖ | ✖ | ✔ | ✔ |
View own profile | ✖ | ✔ | ✔ | ✔ | ✔ |
Edit own profile | ✖ | ✔ | ✔ | ✔ | ✔ |
View roles | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage Account Owner role | ✖ | ✖ | ✖ | ✖ | ✔ |
Manage Administrator, User, Report recipient, Read-only and Custom user roles | ✖ | ✖ | ✖ | ✔ | ✔ |
View password policy | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage password policy | ✖ | ✖ | ✖ | ✖ | ✔ |
Settings & Integrations
Settings & Integrations Module Summary
The Settings & Integrations permissions control site administration, groups, readability settings, PDF checking, analytics filters, parameters, feedback settings, tags, APIs, SSO, integrations, crawler management, and related configuration settings.
| Permission | Report recipient | Read Only | User | Admin | Account owner |
|---|---|---|---|---|---|
Account information | ✖ | ✖ | ✖ | ✖ | ✔ |
View sites | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage sites | ✖ | ✖ | ✖ | ✔ | ✔ |
Add/delete sites | ✖ | ✖ | ✖ | ✖ | ✔ |
Edit/add exclusions and aliases | ✖ | ✖ | ✖ | ✔ | ✔ |
View groups | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage groups | ✖ | ✖ | ✖ | ✔ | ✔ |
View readability settings | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage readability test for all sites | ✖ | ✖ | ✖ | ✔ | ✔ |
View PDF check | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage PDF checking | ✖ | ✖ | ✖ | ✔ | ✔ |
View analytics filters | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage filters | ✖ | ✖ | ✖ | ✔ | ✔ |
Parameters | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage parameters | ✖ | ✖ | ✖ | ✔ | ✔ |
View feedback settings | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage feedback surveys | ✖ | ✖ | ✖ | ✔ | ✔ |
View tags | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage tags | ✖ | ✖ | ✖ | ✔ | ✔ |
View API keys | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage API keys | ✖ | ✖ | ✖ | ✔ | ✔ |
View SSO settings | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage SSO | ✖ | ✖ | ✖ | ✔ | ✔ |
Manage Share Widget | ✖ | ✖ | ✖ | ✔ | ✔ |
Add Jira connections | ✖ | ✖ | ✖ | ✔ | ✔ |
Connect URL shortener Integrations | ✖ | ✖ | ✖ | ✔ | ✔ |
Create Manage/Jira issues | ✖ | ✖ | ✔ | ✔ | ✔ |
View Crawler Management | ✖ | ✖ | ✖ | ✔ | ✔ |
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