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Role-based access control, or RBAC, lets you control what users can see and do in GBG GO by assigning them roles. A role is a named set of permissions. You can create custom roles that grant only the permissions your team members need, from read-only visibility through to full administrative access.
Only users with the Customer administration role can create custom roles.

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How roles work

Each permission controls a single action in the platform, such as viewing a journey, updating a journey flow, or publishing to production. GBG GO groups permissions by type:
  • View: allows the user to see data without changing it.
  • Create: allows the user to add new items, such as journeys, forms, or filters.
  • Update: allows the user to modify existing items.
  • Publish: allows the user to publish journeys to the preview or production environment.
  • Access: grants the user access to a portal or area of the platform.
You build a role by selecting the permissions that match the level of access you want to grant. Because you choose the permissions, you can create any role your organisation needs, not just the examples described in this section.
The permissions available to your organisation depend on the licence granted by GBG. You might not see all permission types.

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Roles you can create

The pages in this section describe common roles used in GO. Use them as a starting point, then add or remove permissions to suit your needs.

Read-only user role

View journeys, sessions, and settings without creating, updating, or publishing.

Write access role

View and update journeys and platform data, without publishing.

Publisher role

View, update, and publish journeys to the preview and production environments.

Admin access role

Full access to create, update, and publish journeys, plus account management.

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How to create a custom role

Creating any custom role follows the same three steps, regardless of the access level:
  1. Create the role in the relevant department, with no permissions assigned.
  2. Add the permissions that match the access you want to grant.
  3. Assign the role to the users who need that access.
The role pages in this section walk through these steps for each example role. To assign or remove roles that already exist, refer to Manage user roles.