When adding new users into your Sign In Enterprise account, you can control the feature access they have using Permission Bundles. Each account has two default permission bundles, ADMIN and INVITES, but also gives you the ability to create your own.
Note: The default Permission Bundles are available on the PLUS pricing tier, but only ENHANCED tier and above customers are able to create custom permission bundles.
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Default ADMIN and INVITES Bundles
By default, there are two Permission Bundles available in the account. They cannot be edited or deleted:
ADMIN: Provides full global access to the account.
INVITES: Allows users to create invites, send invite notifications, and bulk upload invitees to any location. To learn more about creating invites, check out our knowledge article HERE.
Creating Custom Permission Bundles
To create a custom bundle, click the Permission Bundles icon in the left-navigation bar. Then, click Create permission bundle in the top menu.
Alternatively, click the Copy Bundle icon to the right an existing bundle to clone and edit an existing permission set.
Each page has its own Header setting that can be toggled on/off.
Many of the Headers are associated with an icon in the left-navigation bar. For example, the Guestbook header controls the very top icon
in the navigation bar. If the header's toggled off, it will not be visible for the user.
Next, every Sub-toggle under a header controls what a user can do within a specific section.
NOTE: Some settings are dependent on others being toggled on first. For example, if your Invites header is toggled on, the Locations header will automatically be toggled on as well. This is because an invite cannot be created without an associated location.
Below is an example of how a bundle designed for a receptionist would look when that user signs in. In this case, the Guestbook, Location, Hosts, and Email Templates headers are toggled-on and are visible in the left-navigation bar.
Editing Visibility Settings: All, Shared, and Owner
Visibility settings allow you to determine how many records a user can view that that other users have created. Some common use-cases include:
Limit site-specific admins and receptionists to view only their own location's guestbook entries.
Limit site-specific employees to create invites only to their own location.
Limit employees to be able to view and edit only their own invited guests.
There are three Visibility settings to choose from:
All: A user can see all records created under this feature.
Shared: A user can only see records created by other users with this exact same permission bundle.
Owner: A user can only see records they have created themself.
To help facilitate this, especially in regards to the Shared visibility type, you can assign a user in your account with ownership of key records, such as a Location. You can then assign this user multiple Permission Bundles which then allows them to share visibility of their location with any other user with at least one of those shared Permission Bundles.
Here's an example. Let's say I have a Vancouver location in my SIE account. Apart from a Vancouver site-specific admin, I would like to create other Vancouver user profiles with one of these two use-cases:
Allow receptionists in Vancouver to view only the Vancouver Guestbook.
Allow regular Vancouver employees to create invites only to the Vancouver Location.
To do so, I would need to follow these steps:
1. Create a Vancouver specific Permission Bundle with Locations set to Shared or Owner.
2. Assign the new Vancouver admin user this permission bundle.
3. Transfer ownership of the Vancouver location to the Vancouver admin user.
2. Create a Vancouver Receptionist Permission Bundle with Locations set to shared.
3. Create a Vancouver Invite Permission Bundle with Locations set to shared.
4. Assign the Vancouver admin these two new permission bundles, in addition to their existing bundle. This allows the admin to share the Vancouver location (which they now own due to step 3) with other users.
5. Add the new receptionists and regular Vancouver employees as users with their corresponding permission bundles.
The Vancouver admin is now sharing visibility of the Vancouver location with those other users, due to the shared Permission Bundle sets between them.
NOTE: A user's overall permissions will be a sum of the individual bundles assigned to them.
For example, if they have a bundle that gives them access to locations, and a separate bundle that gives them access to badges, they will have access to both locations and badges.
Record Ownership Transfer
When you transfer a record to a different user, it allows that user and all other users with the same permission bundle, to see the record as if they were the one that created it.
Ownership Transfer can be done on any record that has visibility settings (Locations, Experiences, Themes, Badges, and Invites.)
NOTE: Global ADMINS retain full rights to transfer ownership of records that already belong to other users.
For help setting up your Permission Bundles, reach out to your dedicated Customer Success manager or to [email protected].