In the Account management portal, you can assign roles to users. Roles define what users can access and do within the platform. A user can be assigned multiple roles.

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Available roles

There are two main user roles:

  • GO Platform - This role provides non-administrator access to the GBG GO platform and can create customer journeys. Users with this role cannot access the Account management portal.
  • Customer Administration - This role provides administrator access to the GBG GO platform. This role is required to access the Account management portal.

More roles may be available depending on which licences your organization has purchased.

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View roles assigned to a user

This option shows you all roles assigned to a user.

  1. In GBG GO, click Account management. The Account management portal opens in a new tab.
  2. Click Users.
  3. Click the name of the user for which you want to view roles. If necessary, you can type the name or email in the search field to narrow the list.
  4. Click Roles. A list of roles currently assigned to the user is displayed.

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Add roles to a user

When a new user account is added to GBG GO, they have no roles assigned. Without a role, the user cannot access GBG GO.

To add a role:

  1. In GBG GO, click Account management. The Account management portal opens in a new tab.
  2. Click Users.
  3. Click the name of the user for which you want to add roles. If necessary, you can type the name or email in the search field to narrow the list.
  4. Click Roles.
  5. Click Add. A list of available roles is displayed.
  6. Select the checkboxes next to the roles that you want to add.
  7. Click *Add role. A confirmation is displayed and the role is added to the user account.

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Remove roles from a user

Removing roles from a user removes access to all or some features in GBG GO.

To remove a role:

  1. In GBG GO, click Account management. The Account management portal opens in a new tab.
  2. Click Users.
  3. Click the name of the user for which you want to remove roles. If necessary, you can type the name or email in the search field to narrow the list.
  4. Click Roles.
  5. Click the three dots next to the role that you want to remove.
  6. Click Remove.
  7. Click Remove to confirm. The role is removed from the user account.