Create read-only user role

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A read-only role allows users to view journeys, sessions, and platform settings without the ability to create, update, or publish journeys. This is useful when you need to grant team members visibility into the GO platform without allowing them to make changes.

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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 create the role.

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Create read-only role

These steps guide you through creating a custom read-only role. After creating the role, you can add read-only permissions to the role. Then, assign it to users who need read-only 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. To learn more about managing departments, refer to Manage departments.
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, read-only-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 read-only permissions to the role

After creating the role, you need to assign permissions. To create a read-only role, only select permissions that allow viewing and reading. Do not select permissions that allow creating, updating, or publishing.

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

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Assign read-only role to a user

After creating the role, assign it to the user who needs read-only access.

1. On the department details page, click the Users tab.
2. Click the name of the user you want to assign the read-only 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 read-only role you created, for example, read-only-user.
6. Click Add role. A confirmation is displayed and the role is assigned to the user.

The user now has read-only access to the platform.

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Remove read-only role from user

To remove the read-only role from a user:

1. On the department details page, 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.
5. Click Remove. A confirmation prompt is displayed.
6. Click Remove to confirm. The role is removed from the user.

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Modify permissions in existing role

You can modify the permissions assigned to an existing role, changing the access level to read-only. To modify permissions in an existing role:

1. On the department details page, click the Roles tab.
2. Click the name of the role you want to modify.
3. Click the three-dot icon next to a permission you want to remove, and then click Remove.
4. Click Remove on the confirmation prompt. This removes the permission from the role. Repeat steps 3-4 for all permissions that you want to remove to make the role read-only.

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All available permissions

The following table lists all permissions available for the GO Platform application.

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

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Read-only permissions

The following table lists only the permissions you should assign to a read-only role. These permissions allow the user to view and read data without the ability to create, update, or publish.

View read-only permissions

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