# User Roles and Permissions

The NextBee Insights Dashboard provides a range of user roles and permissions that allow organizations to control access to the platform and ensure that only authorized users have access to sensitive data and functionalities. The following are the four main user roles in the NextBee Insights Dashboard, along with a brief description of the permissions associated with each role.

During the registration process for an Administrator or a Team Member, the user roles are allocated to the user. On the other hand, the roles can always be altered by assigning a different role using the Team Member edit page at any time. Granular page access can be configured for any role at any level by going to the page for the Team Member ACLs.

# Administrator

The Administrator role provides users with full access to the NextBee Insights Dashboard, including all functionalities and data. Administrators have the ability to manage all aspects of the loyalty program, including program configurations, data analysis and reporting, and custom tasks and workflows. This role is typically assigned to individuals who are responsible for overall management of the loyalty program and who need access to all of the platform's functionalities and data.

# Campaign Manager

The Campaign Manager role provides users with access to the Reports, Tasks, and Read-Only access to the program configurations. Campaign Managers have the ability to create and manage campaigns, generate reports on the performance of the loyalty program, and create and manage custom tasks and workflows. This role is typically assigned to individuals who are responsible for managing specific aspects of the loyalty program and who need access to the platform's reporting and task management functionalities.

# Customer Service Agents

The Customer Service Agents role provides users with access to the Tasks and Reports functionalities of the NextBee Insights Dashboard. Customer Service Agents have the ability to view and manage customer data, including customer profiles, transactions, and rewards, and to generate reports on the performance of the loyalty program. This role is typically assigned to individuals who are responsible for providing customer support and who need access to customer data and reporting functionalities.

# IT Professionals

The IT Professionals role provides users with access to the Templates and Configurations functionalities of the NextBee Insights Dashboard. IT Professionals have the ability to manage the technical aspects of the loyalty program, including program configurations, email templates, and product data. This role is typically assigned to individuals who are responsible for managing the technical infrastructure of the loyalty program and who need access to the platform's configuration and template management functionalities.

# Data Loggers

The Data Loggers role provides users with access to the Data Logging functionalities of the NextBee Insights Dashboard. Data Loggers have the ability to log and manage data related to the loyalty program, including customer transactions, rewards, and other relevant data. This role is typically assigned to individuals who are responsible for logging and managing data related to the loyalty program and who need access to the platform's data logging functionalities.

In conclusion, the NextBee Insights Dashboard provides a flexible and customizable user role and permission system that allows organizations to control access to the platform and ensure that only authorized users have access to sensitive data and functionalities. The platform's user roles and permissions allow organizations to tailor the platform to meet their specific needs and requirements, and to ensure that all users have the access they need to effectively manage and optimize their loyalty program.

# Page Access Controls

In addition to the pre-defined user roles, the NextBee Insights Dashboard also provides organizations with the ability to set up granular page-level access controls. This allows organizations to control access to specific pages within the dashboard, and to specify whether pages are read-only or content-editable. The page-level access controls are managed through a dedicated page within the dashboard, which provides a score for each page, indicating the level of access that has been granted to the user.

This feature provides organizations with an additional level of control and security, allowing them to ensure that sensitive data and functionalities are only accessible by authorized users. The granular page-level access controls also allow organizations to customize the platform to meet their specific needs and requirements, and to ensure that all users have the access they need to effectively manage and optimize their loyalty program.