Identify available rights in seconds to adjust the access level according to the usage and the relevant user profile.
To master profiles creation, see our related article: Manage user profiles.
Table of contents
The value of right management on the platform
Recommended rights to enable for each user profile
Description of rights to grant to your user profiles
The value of right management on the platform
Each employee or partner can have specific features depending on their role within your organization. This right management is fully accessible to SatisFactory account administrators.
To ensure consistent access management, it is crucial to understand the impact of each right. Precise right configuration allows you to:
- Customize the user experience and access to platform features according to the user profile
- Access administration settings management
- Ensure consistent data visualization in analytics tools
- Precisely control the scope of action for each user profile
- Secure access to personal data as well as the use of the SatisFactory API
- Enable platform notifications only for relevant user profiles
Recommended rights to enable for each user profile
To ensure efficient and secure use of the platform, while making right management easier when new employees join, it is essential to assign each user an access level aligned with their actual role in the organization.
Each user profile, whether it is a headquarters team, regional managers, stores, or contact center agents, has specific operational needs that must be reflected in the rights granted.
The recommendations below are intended to guide you in this distribution to ensure optimal and consistent management of user access.
Right |
Headquarters Administrator |
IT / IS Administrator |
Marketing / Customer Satisfaction Team |
CRM Manager |
Regional Managers |
Store Consultation |
CRC Agent Consultation |
|
Pilot My overview |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
|
Pilot Interactions |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
|
Pilot Alert Treatment |
✓ |
|
✓ |
✓ |
✓ |
✓ |
✓ |
|
Pilot Diffusion and return rate (Monitoring) |
✓ |
✓ |
✓ |
✓ |
|
|
|
|
Pilot Export Diffusion and return rate (Monitoring) |
✓ |
✓ |
✓ |
✓ |
|
|
|
|
Pilot Customer comments |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
|
Pilot Key Indicators |
✓ |
|
✓ |
✓ |
✓ |
✓ |
✓ |
|
Pilot Benchmark |
✓ |
|
✓ |
✓ |
✓ |
✓ |
✓ |
|
Pilot Export |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
|
Pilot Metadata |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
|
Manage Program settings |
✓ |
✓ |
|
✓ |
|
|
|
|
Manage Interactions |
✓ |
✓ |
|
✓ |
|
|
|
|
Manage Attributes |
✓ |
✓ |
|
✓ |
|
|
|
|
Manage Key Indicators |
✓ |
✓ |
|
✓ |
|
|
|
|
Manage Comments |
✓ |
✓ |
|
✓ |
|
|
|
|
Manage Audio Transcriptions |
✓ |
✓ |
|
✓ |
|
|
|
|
Manage Metadata |
✓ |
✓ |
|
✓ |
|
|
|
|
Manage Profiles |
✓ |
|
|
|
|
|
|
|
Manage Users |
✓ |
|
|
|
|
|
|
|
Manage Users Management |
✓ |
|
|
|
|
|
|
|
Manage Delete |
✓ |
|
|
|
|
|
|
|
Manage Login As |
✓ |
✓ |
|
|
|
|
|
|
Manage Alerts |
✓ |
|
✓ |
✓ |
|
|
|
|
Manage Semantic analysis |
✓ |
|
|
|
|
|
|
|
Manage Response library |
✓ |
|
✓ |
|
✓ |
|
|
|
Manage History recovery |
✓ |
✓ |
|
✓ |
|
|
|
|
Manage Translation for semantic |
✓ |
|
|
|
|
|
|
|
Manage Social networks |
✓ |
✓ |
✓ |
✓ |
|
|
|
|
Manage Dashboards |
✓ |
|
✓ |
✓ |
|
|
|
|
Manage Specific periods management |
✓ |
|
✓ |
✓ |
|
|
|
|
Manage Surveys consultation |
✓ |
|
✓ |
✓ |
|
|
|
|
Manage Surveys management |
✓ |
|
✓ |
✓ |
|
|
|
|
Others Notifications |
✓ |
✓ |
✓ |
|
✓ |
✓ |
✓ |
|
Others In case of one or many importants attributes switch to red |
✓ |
|
✓ |
|
✓ |
✓ |
✓ |
|
Others In case of a significant increase or decrease of your key indicator |
✓ |
|
✓ |
|
✓ |
✓ |
✓ |
|
Others In case of a significant increase or decrease in number of respondents |
✓ |
✓ |
✓ |
|
✓ |
✓ |
✓ |
|
Others In case of a significant increase or decrease in number of responses |
✓ |
✓ |
✓ |
|
✓ |
✓ |
✓ |
|
Others Helpdesk |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
|
Others Display private metadata |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
|
Others Metadatas to exclude |
✓ |
|
|
|
✓ |
✓ |
✓ |
|
API(s) System My account |
✓ |
✓ |
|
✓ |
|
||
|
API(s) System Import |
✓ |
✓ |
|
✓ |
|
|
|
|
API(s) System Log |
✓ |
✓ |
|
✓ |
|
|
|
|
API(s) System Client import |
✓ |
✓ |
|
✓ |
|
|
|
|
API(s) System Delete experience |
✓ |
✓ |
|
✓ |
|
|
|
|
API(s) System Over solicitation |
✓ |
✓ |
|
✓ |
|
|
|
|
API(s) System Client raw data |
✓ |
✓ |
|
✓ |
|
|
|
|
API(s) System Comments flagging analytics |
✓ |
✓ |
|
✓ |
|
|
|
Description of rights to grant to your user profiles
Find below the detailed description of all rights accessible on the platform, by category of rights and for each user profile.
"Pilot" rights
These are rights concerning data viewing and access to features within the platform.
| Right |
Behavior if enabled |
Behavior if disabled |
Notes |
|
Pilot My overview |
Access to the "My overview" page in the "Dashboards" tab Manage the user overview as a personal dashboard |
Access to the page is restricted | |
|
Pilot Interactions |
Access to the "All Interactions" tab View and treat interactions |
Tab and associated features unavailable | Activation required to display and manage customer comments ("Pilot - Customer comments" right) but also to process alerts ("Pilot - Alert Treatment" right) |
|
Pilot Alert Treatment |
Log a call, add an internal note, respond to a review, and send an email from a customer file Process an alert Modify the processing status of an alert |
"Send" button available but blocked | Requires the "Pilot - Interactions" right to allow access to interactions and alerts |
|
Pilot Diffusion and return rate (Monitoring) |
Access to the "Monitoring" tab View and interact with the tracking of sends and responses by source |
Tab and associated features unavailable |
Activation required to export solicited contacts ("Pilot - Export diffusion and return rate (Monitoring)" right) |
|
Pilot Export diffusion and return rate (Monitoring) |
Display of the "Page options" and "Download" buttons in the "Monitoring" tab Download a global export of solicited contacts and their respective status |
Button available but loading of the download progress bar is blocked |
Requires the "Diffusion and return rate (Monitoring)" right to allow access to the "Monitoring" tab |
|
Pilot Customer comments |
Access to the "Comments" and "Themes" tabs View and interact with comments View and interact with parent and child concepts of the semantic map View and interact with dashboard widgets linked to semantic analysis |
Tab and associated features unavailable Dashboard widgets linked to this feature appear empty |
Requires the "Pilot - Interactions" right to display data linked to interactions |
|
Pilot Key Indicators |
Access to the "Indicators details" tab Access indicators in detail upon clicking "Analyse this score" on the home page View and interact with key indicators |
Tab and associated features unavailable Upon clicking "Analyse this score" on the home page, nothing happens |
|
|
Pilot Benchmark |
Access to the "Competition" tab View and interact with competitor scores and comments |
Tab and associated features unavailable | learn more |
|
Pilot Export |
Access to the "Export" tab Create, modify, delete and download reports and exports (occasionally and regularly) |
Tab and associated features unavailable | learn more |
|
Pilot Metadata |
Access to the "Indicators details" tab Access the "Additional data" section in the "Indicators details" tab Use cross-analysis by metadata |
Tab and associated features unavailable |
"Manage" rights
These are rights concerning administration as well as the management of data, tools, features, and users within the platform.
| Right |
Behavior if enabled |
Behavior if disabled |
Notes |
|
Manage Program settings |
Access to the administration center of the platform Access to the "Program settings" and "Preview" tabs of the administration Create and modify program settings Add, manage, and delete survey and email previews |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
learn more |
|
Manage Interactions |
Access to the administration center of the platform Access to the "Interactions" tab of the administration Create, modify, and delete key moments / interactions |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Attributes |
Access to the administration center of the platform Access to the "Satisfaction items" tab of the administration Create, modify, and delete satisfaction items / attributes |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Key Indicators |
Access to the administration center of the platform Access to the "Global Indicators" tab of the administration Create, modify, and delete global / key indicators |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Comments |
Access to the administration center of the platform Access to the "Comments" tab of the administration Create, modify, and delete comment topics |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Audio Transcriptions |
Access to the administration center of the platform Access to the "Audio Transcriptions" tab of the administration Create, modify, and delete audio transcription topics |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Metadata |
Access to the administration center of the platform Access to the "Metadata" tab of the administration Create, modify, and delete additional data / metadata |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
learn more |
|
Manage Profiles |
Access to the administration center of the platform Access to the "Profiles" and "Roles" tabs of the administration Create, modify, and delete user profiles Manage rights and access related to user profiles Manage access to features accessible from the home page and the associated reference periods for each role |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
learn more |
|
Manage Users |
Access to the administration center of the platform Access to the "Users" and "Perimeters" tabs of the administration View, create, and export users Create, modify, and delete analysis perimeters for users Create, modify, and delete comparison perimeters for users Manage data visibility for each user Manage comparison options for each user |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
Activation required to modify and delete users ("Manage - Users Management" and "Manage - Delete" rights) but also to connect to the account of another user ("Manage - Login As" right) |
|
Manage Users Management |
Modify existing users |
Button unavailable Action unauthorized |
Requires the "Pilot - Users" right to allow access to the "Users" tab of the administration |
|
Manage Delete |
Delete existing users |
Button unavailable Action unauthorized |
Requires the "Pilot - Users" right to allow access to the "Users" tab of the administration |
|
Manage Login As |
Connect as another user existing on the account |
Button unavailable Action unauthorized |
Requires the "Pilot - Users" right to allow access to the "Users" tab of the administration |
|
Manage Alerts |
Access to the administration center of the platform Access to the "Alerts" tab of the administration Create, modify, and delete alerts |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Semantic analysis |
Access to the administration center of the platform Access to the "Analysis" tab of the administration Create, modify, and delete parent and child concepts of the semantic analysis |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Response library |
Access to the administration center of the platform Access to the "Response library" tab of the administration Create, modify, and delete email and social network templates |
Feature restricted Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
learn more |
|
Manage History recovery |
Access to the administration center of the platform Access to the "History recovery" tab of the administration Perform data catch-ups, history recoveries and corrections from the platform Download import files and error reports |
Feature restricted Administration center not available if no other "Manage" right is enabled |
learn more |
|
Manage Translation for semantic |
Access to the administration center of the platform Access to the "Translation" tab of the administration Import translations for semantic map labels Download the list of parent and child concepts of the semantic analysis |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Social networks |
Access to the administration center of the platform Access to the "Social networks" tab of the administration Add, modify, and delete establishments as well as their competitors linked to a social network |
Feature restricted Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Dashboards |
Access to the administration center of the platform Access to the "Dashboards" tab of the administration Create, manage, and delete dashboards Manage access to specific dashboards for each user profile Modify and delete widgets within dashboards |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
|
|
Manage Specific periods management |
Access to the administration center of the platform Access to the "Specific period" tab of the administration Create, modify, and delete specific analysis periods accessible in the filters available on the platform |
Access to the admin pages is restricted Administration center not available if no other "Manage" right is enabled |
learn more |
|
Manage Surveys consultation |
Access to the administration center of the platform Access to the survey design and administration module integrated into the platform (SurveyJS) |
Feature restricted Administration center not available if no other "Manage" right is enabled |
Coming soon |
|
Manage Surveys management |
Access to the administration center of the platform Access to the survey design and administration module integrated into the platform (SurveyJS) |
Feature restricted Administration center not available if no other "Manage" right is enabled |
Coming soon |
"Others" rights
These are rights concerning notifications, data access restrictions within the platform, as well as access to the resources provided by SatisFactory
| Right |
Behavior if enabled |
Behavior if disabled |
Notes |
|
Others Notifications |
Activate the notification alert system globally | No alert notification | Activation required to trigger specific notifications |
|
Others In case of one or many importants attributes switch to red |
Automatic email alert notification when one or more important satisfaction attributes/items switch to red | No alert notification |
Requires the "Others - Notifications" right to allow the alert to be triggered |
|
Others In case of a significant increase or decrease of your key indicator |
Automatic email alert notification in case of a significant increase or decrease in the score of a key indicator | No alert notification |
Requires the "Others - Notifications" right to allow the alert to be triggered |
|
Others In case of a significant increase or decrease in number of respondents |
Automatic email alert notification in case of a significant increase or decrease in the volume of respondents | No alert notification |
Requires the "Others - Notifications" right to allow the alert to be triggered |
|
Others In case of a significant increase or decrease in number of responses |
Automatic email alert notification in case of a significant increase or decrease in the volume of responses | No alert notification | Requires the "Others - Notifications" right to allow the alert to be triggered |
|
Others Helpdesk |
Access the "Support" sub-tab of the "Help" tab Open and follow tickets managed by SatisFactory technical support |
No access to technical support | learn more |
|
Others Display private metadata |
Display metadata identified as private in widgets, filters, exports, and customer files | Metadata identified as private is hidden in widgets, filters, exports, and customer files | learn more |
|
Others Metadatas to exclude |
Hide metadata defined as excluded in widgets, filters, exports, and customer files | All metadata is displayed in widgets, filters, exports, and customer files | learn more |
"API(s) System" rights
These are rights concerning the actions that can be performed through the SatisFactory API.
| Right |
Behavior if enabled |
Behavior if disabled |
Notes |
|
API(s) System My account |
From the API documentation, access the user personal settings Modify the user password, language, or activated notifications |
Access restricted | |
|
API(s) System Import |
From the API documentation, access the API import endpoints | Access restricted | |
|
API(s) System Log |
From the API documentation, access the API log | Access restricted | |
|
API(s) System Client import |
From the API documentation, authorize customer imports via API Integrate or update contact solicitations in the platform |
Access restricted | |
|
API(s) System Delete experience |
From the API documentation, access contact and feedback deletion on the platform via API | Access restricted | |
|
API(s) System Over solicitation |
From the API documentation, access over solicitation rules (marketing pressure) via API | Access restricted | |
|
API(s) System Client raw data |
From the API documentation, access raw data | Access restricted | |
|
API(s) System Comments flagging analytics |
From the API documentation, access comment tagging analytics | Access restricted |
For further assistance or to report a specific issue, please contact our Support team.
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