Cleeng offers the capability to add multiple users, known as Admins, to your account. The Admins may represent different functional areas such as finance, data analysis, customer support, tech, etc. However, you might not want all Admins to have unrestricted access. Cleeng provides a solution by allowing you to customize Permissions, granting varying levels of access to different parts of your account based on individual roles and responsibilities.
Roles
There are two roles in the Cleeng dashboard:
- Owner: someone who created the account on the Cleeng dashboard. There is only one Owner per account. The Owner has all possible permissions by default and they cannot be limited. By default, only the Owner can add and delete Admins, and manage their permissions. However, if the Owner grants the Admin Management permission to another Admin, that Admin can also add and edit other Admins.
- Admin: someone who has access to your Cleeng dashboard. Admins can have different Permissions. Each Admin’s permissions are granted individually by the Owner or Admin with “Admin management” permission. See the Permissions section below for a detailed breakdown.
Permissions
The Owner can assign Admins different permissions in your Cleeng account. The permissions define the kind of access each user will have to the data and account settings.
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Permission type |
Access |
Allowed actions |
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Reporting> No PII data: |
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|
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Reporting > Full access |
All mentioned under Reporting> No PII data and additionally:
|
|
|
Reporting > No access |
Temporarily inactive |
|
|
Offer Management |
|
|
| Customer relationship |
|
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| Customer Accounts |
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|
| Settings |
|
Manage account settings:
|
| Billing | Admin > Account > Billing Information |
|
| Admin management | Admin > Admin accounts |
Important: Admin granted this access cannot edit their own data. |
Add a new admin account
To create a new admin account, go to Admin > Admin Accounts and click on the ‘Add new admin account’ button in the upper right corner.
Note that only the Owner can grant Admin access unless an Admin has been granted the Admin Management permission. Admins without this permission cannot manage Admin accounts, and this page is not visible to them.
Provide the email address, first name and last name of the person you want to grant Admin access to and define the Permissions by ticking the checkboxes. Refer to the Permissions section for more details about each category.
Click ‘Add’ to create the Admin account. An email invitation with an activation link will be sent to the email address provided.
See and edit admin accounts
To see the list of all Admins, go to Admin > Admin Accounts.
To check the permissions assigned to an Admin, find their email address on the list and select the ‘Edit admin’ icon located in the last column of the table.
Admin access can only be granted by the Owner, unless an Admin has been assigned the Admin Management permission. Without this permission, Admins cannot oversee other Admin accounts or access the related settings page.
Define the Permissions by ticking the checkboxes. Refer to the Permissions section for more details about each category.
Click ‘Save’ to confirm the changes.
Remove admin account
To remove an Admin account, go to Admin > Admin Accounts, find their email address on the list, and select the ‘Delete’ icon located in the last column of the table.
Only the Owner can assign Admin access, unless an Admin has been given the Admin Management permission. Without this permission, Admins are unable to manage other Admin accounts or view the corresponding settings page.
Select ‘Delete’ to remove the Admin account.