Roles

Built-in roles

Gtmhub uses role-based access control to determine the what level of access users of one account have. There are 2 default roles in each Gtmhub account - Admin and User. The Admin role has access to view and manage all parts of Gtmhub account which includes, inviting users, creating and managing roles, teams, integrations, etc. The User role on the other hand has a more limited set of permissions - it can view and manage objectives and insight boards and view the People module.

By default each new user invited to a Gtmhub account will be assigned to the User role. 

Custom roles

If you need to provide more limited access to users, for example to have users that can only view Objectives but not manage/update them you can create a custom role and provide it the necessary set of permissions. Go to Setup > Users and click the Manage roles button. You will see a screen with the built-in and custom roles.

Click on Add new role and give your role a name. Then you can define the access level for that role.

Select the necessary permissions and now you can save your changes.

Users and roles

You can assign roles to users either individually or in bulk. To set a role for user go to Setup > Users find the user you want to set a role for and choose the appropriate role in the User role section of the user's details view.

Permissions

Gtmhub exposes the following permission sets:

  • Access Insight boards
    Whether the users in this role can access and preview Insight boards
  • Manage Insight boards
    Whether the users can create, edit or delete Insight boards
  • Access Goals
    Whether the users in the role can browse Goals
  • Manage Goals
    Whether the users in the role can create, edit (assign, change) Goals
  • Access Setup
    Whether the users in the role can access (browse) the configuration settings under Setup tab
  • Manage Setup
    Whether the users in the role can manage (edit, create, delete) Insights, Entities, Data Sources
  • Manage Users
    Whether the users in the role can manage (edit permissions, delete, invite) other user profiles
  • Manage Configuration
    Whether the users can manage users, roles and general configurations
  • Manage Planning Sessions
    Whether the users in the role can create, edit or delete Planning Sessions
  • Access People
    Whether the user in the role can access (browse) people module
  • Manage People
    Whether the user in the role can manage teams, their managers and hirarchy in the people module
  • Manage Billing
    Whether the user in the role can manage billing settings for the whole account
  • Manage Data Sources
    Whether the user in the role can create, update and delete data sources and the corresponding entities which in turn affects insights and metrics
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