How to create and manage Users, Teams and Permissions

Profile & User Admin

Profile

Profile stores individual user information, such as username, email, role and team. Role determines the level of access they have to the Limio app. Team allows user to only view information related to their team in Catalog.

Users

The Users tab is only visible to users with TenantAdmin role. It enables admin to review and enact changes for other users, such as editing the username, email, team and permission level.

Create User

The Create User tab allows to create another user and assign them a user role and a team. Once created, they will receive a welcome email which redirects them to a sign-in page.

For username, we recommend that you append the environment name to the username, for example if your address is [e-mail] and the environment to access is brand-dev.prod.limio.com, use [e-mail]. This will help users that might access multiple Limio environments (e.g. staging and production)

Team

The Create Teams tab enables you to create teams which can then be assigned to users, such as 'Acquisition' or 'Lifestyle Team'. Assigning users to a team allows them to filter information related to their team in the Limio Catalog (for example campaigns and pages).

Permissions

Permissions allow you to restrict part of the app to some users, based on their role. For example, a viewer would only be able to view campaigns or pages, but not edit them. You can edit the permissions for each role. The default roles are Tenant Administrator,  Manager, Editor and Viewer.

• Tenant Admin - typically IT - a user that can do everything in Limio
• Manager - typically marketing manager - a user who can approve & publish campaigns but cannot change IT settings
• Editor - typically marketers - a user who can work on campaigns but cannot publish and approve campaigns
• Viewer - a user who can only view information in the Limio catalogue but cannot edit/create/delete.

Custom Roles

With Limio, Tenant Administrators can create new roles and customise the permissions for each role. 

Step 1 - Select the role you want, e.g. Tenant Administrator > top right corner > Add Role 

Step 2 - Add Role ID, Role Name, Based on (this lets you choose permissions role template), Role Description > SAVE

The new role that you added will appear on the left hand side. You will be able to customise the permissions for that role and then assign to users.

If you need any help, please contact [e-mail].

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