Grant admin access

Admin access gives a user full control of the GO platform, including the ability to create, update, and publish journeys, and to manage the organisation’s users, roles, and departments in the Account management portal. There are two ways to grant admin access:

• Assign the built-in Customer administration role – the simplest option, and the only role that grants access to the Account management portal.
• Create a custom role with all permissions – use this when you want full GO Platform access without account management, or want a named role for your organisation.

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Prerequisites

• You are logged in to GBG GO with the Customer administration role.
• You have identified the department in which you want to grant access.

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Assign the Customer administration role

The Customer administration role is a built-in role that grants full administrative access, including access to the Account management portal. This is the recommended way to grant a user complete admin access.

1. In GBG GO, click Account management. The Account management portal opens in a new tab.
2. Sign in to the Account management portal using your GBG GO credentials if prompted.
3. Click Departments.
4. Click the name of the department that contains the user. To learn more about managing departments, refer to Manage departments.
5. Click the Users tab.
6. Click the name of the user you want to grant admin access to. If necessary, type the name or email in the search field to narrow the list.
7. Click the Roles tab.
8. Click Add. A list of available roles is displayed.
9. Select the checkbox next to Customer administration.
10. Click Add role. A confirmation is displayed and the role is assigned to the user.

The user now has full administrative access, including access to the Account management portal.

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Create a custom admin access role

If you want to grant full GO Platform access under a named role, you can create a custom role and assign all permissions to it. A custom role does not grant access to the Account management portal. To grant account management access, assign the Customer administration role instead. These steps guide you through creating a custom admin access role. After creating the role, you can add all permissions to the role. Then, assign it to users who need full access to the GO platform.

1. In GBG GO, click Account management. The Account management portal opens in a new tab.
2. Sign in to the Account management portal using your GBG GO credentials if prompted.
3. Click Departments.
4. Click the name of the department in which you want to create the role.
5. Click the Roles tab.
6. Click Add at the top-right of the screen.
7. From the Application list, select the application the role applies to, for example, GO Platform.
8. In the Name field, enter a name for the role, for example, admin-access-user.
9. (Optional) In the Description field, enter a description to help other administrators understand the purpose of the role.
10. Click Add. The role is created with no permissions assigned.

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Add admin permissions to the role

After creating the role, you need to assign permissions. To create an admin access role, select all available permissions.

1. Under Features, click Add. A list of available permissions is displayed.
2. Select the checkboxes next to all of the permissions listed in All available permissions.
3. Click Add feature permission. The selected permissions are added to the role.

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Assign admin access role to a user

After creating the role, assign it to the user who needs full access.

1. On the main organisations page in Account management, click the Users tab.
2. Click the name of the user you want to assign the admin access role to. If necessary, type the name or email in the search field to narrow the list.
3. Click the Roles tab.
4. Click Add. A list of available roles is displayed.
5. Select the checkbox next to the admin access role you created, for example, admin-access-user.
6. Click Add role. A confirmation is displayed and the role is assigned to the user.

The user now has full access to the GO platform.

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Remove admin access from a user

To remove admin access from a user, remove the role you assigned:

1. On the main organisations page in Account management, click the Users tab.
2. Click the name of the user you want to remove the role from.
3. Click the Roles tab.
4. Click the horizontal three-dot icon next to the role you want to remove, for example, Customer administration or your custom admin access role.
5. Click Remove. A confirmation prompt is displayed.
6. Click Remove to confirm. The role is removed from the user.

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All available permissions

To create an admin access role, assign all of the permissions listed below.

View all permissions

Permission	Description	Type
Create filters in journey’s session	Allows the user to create filters when viewing journey session data.	Create
Create journey flow	Allows the user to create journey flows in the journey designer.	Create
Create journeys	Allows the user to create new journeys.	Create
Create notes in journey’s session	Allows the user to add notes to journey sessions.	Create
Create report in Investigation	Allows the user to generate reports within the Investigation portal.	Create
Customer access	Grants the user access to customer-facing areas of the platform.	Access
Journeys: create brand	Allows the user to create brand configurations for journeys.	Create
Journeys: create events	Allows the user to create events within journeys.	Create
Journeys: create form	Allows the user to create forms.	Create
Journeys: create image	Allows the user to upload images.	Create
Journeys: create translation	Allows the user to create translations.	Create
Journeys: read events	Allows the user to view events associated with journeys.	View
Journeys: update brand	Allows the user to modify brand configurations.	Update
Journeys: update form	Allows the user to modify forms used in journeys.	Update
Journeys: update image	Allows the user to modify images used in journeys.	Update
Journeys: update organization	Allows the user to modify organisation-level journey settings.	Update
Journeys: update translation	Allows the user to modify translations for journey content.	Update
Journeys: view brand	Allows the user to view brand configurations for journeys.	View
Journeys: view form	Allows the user to view forms used in journeys.	View
Journeys: view image	Allows the user to view images used in journeys.	View
Journeys: view license	Allows the user to view licence details for journeys.	View
Journeys: view organization	Allows the user to view organisation-level journey settings.	View
Journeys: view translation	Allows the user to view translations for journey content.	View
Journeys: view user	Allows the user to view user details within the journeys context.	View
Publish a journey in Production	Allows the user to publish a journey to the production environment.	Publish
Publish draft journey in Preview	Allows the user to publish a draft journey to the preview environment.	Publish
Publish draft journey in Production	Allows the user to publish a draft journey to the production environment.	Publish
Publish journey in Preview	Allows the user to publish a journey to the preview environment.	Publish
Update data retention policy	Allows the user to modify the organisation’s data retention policy.	Update
Update journey flow	Allows the user to modify journey flows in the journey designer.	Update
Update journey-sessions details	Allows the user to modify details of journey sessions.	Update
Update journeys	Allows the user to modify existing journeys.	Update
View Analytics Menu	Allows the user to access the Analytics section of the platform.	View
View Customer Audit Menu	Allows the user to access the Customer Audit section.	View
View data retention policy	Allows the user to view the organisation’s data retention policy.	View
View Investigation Menu	Allows the user to access the Investigation section of the platform.	View
View journey flow	Allows the user to view journey flows in the journey designer.	View
View journey’s session audit	Allows the user to view audit logs for journey sessions.	View
View journey’s session details	Allows the user to view the details of individual journey sessions.	View
View journey’s session documents	Allows the user to view documents submitted during journey sessions.	View
View journey’s session modules	Allows the user to view module results for journey sessions.	View
View journey’s session notes	Allows the user to view notes added to journey sessions.	View
View journey’s session personal info	Allows the user to view personal information submitted during journey sessions.	View
View journey’s sessions	Allows the user to view the list of journey sessions.	View
View journey’s sessions [AUS]	Allows the user to view journey sessions processed in the Australia region.	View
View journey’s sessions [EU]	Allows the user to view journey sessions processed in the EU region.	View
View journey’s sessions [US]	Allows the user to view journey sessions processed in the US region.	View
View journeys	Allows the user to view the list of journeys.	View
View modules library	Allows the user to view the modules library.	View
View Preview publishes	Allows the user to view publish history for the preview environment.	View
View Production publishes	Allows the user to view publish history for the production environment.	View
View raw response	Allows the user to view raw API response data for journey sessions.	View
View Settings Menu	Allows the user to access the Settings section of the platform.	View
View system logs	Allows the user to view system logs.	View
View Templates	Allows the user to view journey templates.	View