User Roles (Legacy)

Warning: This article refers to legacy Roles and Permissions functionality. Most customers have been upgraded to the new version of Roles and Permissions with more default roles and the ability to assign roles by app. Learn more in the Roles and Permissions Overview article.

Overview

When adding a new user to Pendo, you’ll be prompted to define their permissions. Each permission level is outlined below.

Take a look at the matrix view for a high-level overview.

Admin

In addition to what Users can do, an Admin can add and remove other users from the Pendo account, modify Exclude List and Staging settings, modify Data Mappings, set up Integrations, change account Timezone, and adjust account level settings. They can publish and un-publish guides and edit guides while published.

User

Users are able to tag pages and features and have full access to all analytics. When it comes to guides, permission levels can be set on a per-user basis with the options below.

Create Guides from Layouts (or Templates)

This option gives the user the ability to create and edit guides using Layouts ONLY. They do not have the ability to create Layouts, or customize the Guide (HTML / CSS or WYSIWYG) beyond the editable fields that are defined within the Guide Layout.

Create Layouts (or Templates) and Guides From Scratch

This option gives the user full control over both Guide and Layout design.

Note: this option automatically enables the “Create Guides from Layouts (or Templates) option as well.

The user can create or edit guide layouts, and can create / edit Guides either using layouts or building them from scratch. Scratch-built guides use the same approach and interface that was previously available in Pendo. They can be designed either through HTML / CSS markup, the WYSIWYG guide editor, or a combination of both.

Manage Published Guides

This option gives the user the ability to publish Guides, and modify Guides that have already been published. This option does not allow the user to delete Guides (only Admins have this ability).

Note: this is an additional functionality that was not previously available to the user role. When changes are made to a Guide layout, any published (or unpublished) Guides that uses the particular layout will not update until they are reviewed and approved.

This option gives users the ability to review and update their published Guides. All users can review and edit Guides in draft or staging.

Read-Only

Read-Only users can view all analytics. This means that the user has access to page, feature, visitor, account, funnel, path, and guide metrics. While these users can view all analytics, they cannot modify existing segments, reports, funnels or paths, unless they were the user who originally created it.

While they cannot edit existing items, they can create their own segments, reports, funnels and paths.

Note: when creating segments, reports, funnels, and paths as a read-only user, the visibility for these items will automatically default to "only me."