Manage your Team

Manage your Team

Under your Team settings you can

  • invite other team members to help you create, edit, and manage your Userlane content 
  • update existing ones
  • check out your current team


ℹ️ Important

  • Only Admins can invite team members.
  • The Team Members are not visible to your end-users.
  • If a limit for your team is reached, reach out to your Customer Success Manager.


Overview of User Roles

Thanks to the three different user roles you will have control over what they will be able to do:

Admin: Has full edit rights anywhere and can manage and invite other team members. 

Moderator: The following table shows in detail how the rights of the moderator differ at the company and application level.

Permissions

Moderator with access to all applications

Moderator with restricted access to individual applications

Global setting

Activate integrations (Attention: only admins can set up integrations in Userlane, but then they can be activated individually per application, see application settings)

no
no

View team members

yesyes

Add or edit team members

nono

Edit user profiles for browser extension 

nono

Apply user profiles for browser extension in application

yesyes

View long-running processes

yes yes

Application settings

Configure Corporate Identity and User Interface 

yes

     yes for relevant applications

Customize offered content

yes

     yes for relevant applications

Activate integrations

yes

     yes for relevant applications

Languages & Translations

yes

     yes for relevant applications

Manage content

Create contentyes

yes for relevant applications

Publish contentyes

yes for relevant applications

Analytics 

View Userlane analytics

yes

yes for relevant applications

Viewing application-related HEART analyticsyes

yes for relevant applications

Troubleshooting notificationsyes

yes for relevant applications

Personal profile

Profile & Security Settings

yesyes


Contributor: The following table shows in detail how the rights of the contributor differ at the company and application level.

Permissions

Contributor with access to all applications 

Contributor with restricted access to individual applications 

Global settings

View team members

yesyes

Manage content

Create content

yes

yes for relevant applications

Publish content

nono



Analytics

View Userlane analytics

yes

yes for relevant applications

Viewing application-related HEART analytics


no

no

Troubleshooting notifications

nono

Personal profile

Profile & Security Settings

yesyes
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