User Roles and Permissions

Modified on: Thu, 18 Jul, 2024 at 3:04 PM

This article is intended to inform you about the different User Roles and their permissions within Siteimprove services. Information on changing a user role can be found in the article How do I change a user’s role?

There are currently 5 default user roles that cannot be edited or deleted. These roles can be copied to create new customized roles if required. Learn more on how to customize user roles [InApp tutorial].

The default user roles can be summarized as follows:

Account Owner – All view and action permissions.
Administrator – All view permissions and most action permissions. (See table for details.)
User – All view permissions and action permissions, but no access to settings.
Read Only – Only view permissions and no action permissions.
Report Recipient – No view or action permissions.

Note: The permissions listed apply to the groups, sites and/or checkpoints that a user has been granted access to by an Account Owner. Users with no access to Siteimprove's services can still view an individual Page Report if they have the unique Page Report URL.

Below you will find a breakdown of the permission for each of the default User Roles.

General
Quality Assurance
SEO
Accessibility
Policy
Analytics
Data Privacy
Performance
Web Security
Ads
Manage Users
Settings & Integrations

General

Permission	Report recipient	Read Only	User	Admin	Account owner
Export (CSV / PDF)	✖	✔	✔	✔	✔
Export to report template	✖	✔	✔	✔	✔
Schedule Reports	✖	✖	✖	✔	✔
Recheck single pages/pdfs	✖	✔	✔	✔	✔
Recheck own groups	✖	✖	✔	✔	✔
Re-crawl entire website	✖	✖	✖	✔	✔
Add and delete single page checks	✖	✖	✔	✔	✔
View graph annotations	✖	✔	✔	✔	✔
Manage annotations	✖	✖	✔	✔	✔
Siteimprove FrontierAccess	✖	✔	✔	✔	✔
View DCI menu items	✖	✔	✔	✔	✔
Manage, Create Dashboard	✖	✖	✖	✔	✔
Add, edit and delete page tags	✖	✖	✖	✔	✔

Quality Assurance

Permission	Report recipient	Read Only	User	Admin	Account owner
View QA data	✖	✔	✔	✔	✔
Dismiss/Confirm broken links	✖	✖	✔	✔	✔
Manage misspellings for all pages/sites	✖	✖	✖	✔	✔
Manage misspellings for your own pages/sites	✖	✖	✔	✔	✔
Upload words to the dictionary	✖	✖	✖	✔	✔
View readability data	✖	✔	✔	✔	✔
Manage readability actions	✖	✖	✔	✔	✔
View inventory	✖	✔	✔	✔	✔
Manage inventory	✖	✖	✔	✔	✔

SEO

Permission	Report recipient	Read Only	User	Admin	Account owner
View SEO data	✖	✔	✔	✔	✔
Ignore at page level & site level	✖	✖	✔	✔	✔
Create Tags, put tags on keywords	✖	✖	✖	✔	✔
Create, Edit and Delete Activity Plans	✖	✖	✔	✔	✔
Add/remove keywords to/from Activity plans	✖	✖	✔	✔	✔
Set target page	✖	✖	✔	✔	✔
Authorize Google Search Console integration	✖	✖	✖	✔	✔

Accessibility NextGen

Permission	Report recipient	Read Only	User	Admin	Account owner
View accessibility data	✖	✔	✔	✔	✔
Set a site target	✖	✖	✖	✔	✔
Set account-wide site target	✖	✖	✖	✖	✔
Review potential issues	✖	✖	✔	✔	✔

Policy

Permission	Actions	Report recipient	Read Only	User	Admin	Account owner
View Summary, Policies, Items with Policy Matches	Access “Policy Overview” and “My Policies” sections Access the sub-menus “QA Policies,” “Accessibility Policies,” and “SEO Policies” in the QA, Accessibility and SEO sections respectively	✖	✔	✔	✔	✔
View Policy library	Access the “Policy Library” section	✖	✔	✔	✔	✔
View My Sites	Access the “My sites” section	✖	✔	✔	✔	✔
Create and edit policies for individual sites	Create, edit, deactivate, reactivate, or delete policies for at least one site Duplicate a policy and apply it to selected sites Ignore or Undo Ignore a policy match	✖	✖	✔	✔	✔
*Create policy for all sites	Create, edit, deactivate, reactivate, or delete policies for all sites Duplicate a policy and apply it to all sites	✖	✖	✖	✔	✔
Add policy from library	Add Policy from the policy templates in “Policy Library”	✖	✖	✔	✔	✔

*Needs the permission "Create and edit policies for individual sites" as a pre-requisite.

Analytics

Permission	Report recipient	Read Only	User	Admin	Account owner
View statistics	✖	✔	✔	✔	✔
View key metrics	✖	✔	✔	✔	✔
Manage/edit key metrics	✖	✖	✖	✔	✔
Manage/edit Funnels	✖	✖	✖	✔	✔
Manage user journeys	✖	✖	✔	✔	✔
Manage behavior map	✖	✖	✔	✔	✔
View user feedback	✖	✔	✔	✔	✔
Manage feedback	✖	✖	✔	✔	✔
Extract Visitor Data file	✖	✖	✖	✖	✔
Manage privacy settings	✖	✖	✖	✖	✔
Manage Domains	✖	✖	✖	✖	✔
Manage Site configuration	✖	✖	✖	✖	✔

Data Privacy

Permission	Report recipient	Read Only	User	Admin	Account owner
View Data Privacy Data, Policies, Domains and IP	✖	✔	✔	✔	✔
Add sites to be scanned for personal data	✖	✖	✔	✔	✔
Add, move, and reject domains	✖	✖	✔	✔	✔
Add, delete, and ignore names	✖	✖	✔	✔	✔
Change PIN country-specific format	✖	✖	✖	✖	✔
Change PIN alert email recipient	✖	✖	✖	✖	✔

Performance

Permission	Report recipient	Read Only	User	Admin	Account owner
View, create, edit and delete measurements	✖	✔	✔	✔	✔

Web Security

Permission	Report recipient	Read Only	User	Admin	Account owner
Grant access to other customer user roles	✖	✖	✖	✖	✔
View security scan results for different domains	✖	✖	✖	✖	✔
Manage scanned domains	✖	✖	✖	✖	✔
View specific issue types	✖	✖	✖	✖	✔

Note: Account owners can grant access onwards to other custom roles.

Permission	Report recipient	Read Only	User	Admin	Account owner
View and export Ads data	✖	✔	✔	✔	✔
Setup Analytics integration	✖	✖	✔	✔	✔
Manage account	✖	✖	✖	✔	✔
Customize targets	✖	✖	✖	✔	✔
Make real-time changes	✖	✖	✖	✔	✔

Manage Users

Permission	Report recipient	Read Only	User	Admin	Account owner
View user details	✖	✔	✔	✔	✔
Manage users	✖	✖	✖	✔	✔
View own profile	✖	✔	✔	✔	✔
Edit own profile	✖	✔	✔	✔	✔
View roles	✖	✖	✖	✔	✔
Manage Account Owner role	✖	✖	✖	✖	✔
Manage Administrator, User, Report recipient, Read-only and Custom user roles	✖	✖	✖	✔	✔
View password policy	✖	✖	✖	✔	✔
Manage password policy	✖	✖	✖	✖	✔

Note: Only an Account Owner can grant Account Owner permission to another user.

Settings & Integrations

Permission	Report recipient	Read Only	User	Admin	Account owner
Account information	✖	✖	✖	✖	✔
View sites	✖	✖	✖	✔	✔
Manage sites	✖	✖	✖	✔	✔
Add/delete sites	✖	✖	✖	✖	✔
Edit/add exclusions and aliases	✖	✖	✖	✔	✔
View groups	✖	✖	✖	✔	✔
Manage groups	✖	✖	✖	✔	✔
View readability settings	✖	✖	✖	✔	✔
Manage readability test for all sites	✖	✖	✖	✔	✔
View PDF check	✖	✖	✖	✔	✔
Manage PDF checking	✖	✖	✖	✔	✔
View analytics filters	✖	✖	✖	✔	✔
Manage filters	✖	✖	✖	✔	✔
Parameters	✖	✖	✖	✔	✔
Manage parameters	✖	✖	✖	✔	✔
View feedback settings	✖	✖	✖	✔	✔
Manage feedback surveys	✖	✖	✖	✔	✔
View tags	✖	✖	✖	✔	✔
Manage tags	✖	✖	✖	✔	✔
View API keys	✖	✖	✖	✔	✔
Manage API keys	✖	✖	✖	✔	✔
View SSO settings	✖	✖	✖	✔	✔
Manage SSO	✖	✖	✖	✔	✔
Manage Share Widget	✖	✖	✖	✔	✔
Add Jira connections	✖	✖	✖	✔	✔
Connect URL shortener Integrations	✖	✖	✖	✔	✔
Create Manage/Jira issues	✖	✖	✔	✔	✔
View Crawler Management	✖	✖	✖	✔	✔

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