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Creating and Customizing User Roles

Some of the users at your Agency may only need access to just one, or a few, specific features of NinjaCat. To ensure that people only have the access you want in our platform NinjaCat allows you to create or customize User Roles containing specific sets of permissions. This article will walk you through creating and customizing a User Role, and how to add a User Role to a specific user.

NinjaNote: To access the options of NinjaCat shown in this article your account must have a User Role that includes the permission "Manage Users". To change your permissions, please contact a NinjaCat admin from your team.

 

Section Links

Creating a New User Role

List of Available User Permissions

Adding a User Role to a NinjaCat User

 

Creating a New User Role

Below are the steps which you will need to follow to access and create a new user role from your Agency settings.

1. Go to the Setup Settings

2. Click on "Users" in the Setup sub-navigation bar

User_Roles_1.png

 

3. Click on the "Roles" tab under Users

User_Roles_2.png

 

4. From the Roles tab click the "Add Role" button near the top right of the window

User_Roles_2.png

 

5. Fill in all of the fields under Add Role

User_Roles_3.png

  • Name - the name of the role as it will display when creating or editing a User (this field is required)
  • Description - the help text which will be displayed on the right hand side of a User Role
  • All Permissions toggle switch
    • "On" (toggled right) - enables every available permission in NinjaCat ("Full Access") for this User Role
    • "Off" (toggled left) - makes the List of Available Permissions appear, from which you can enable the specific permissions you would like for this Role

5. Click the "Save Changes" button near the bottom left of the window

 

List of Available Permissions

Below is an explanation of the different Permissions toggles available when creating or editing a User Role without "All Permissions". Each of these options can be toggled individually to allow the specific access which you would like to enable. Multiple options can be enabled for a Role as needed.

  • Manage Accounts - Add and manage accounts inside of NinjaCat
  • View Account Dashboards - See account dashboards when logged into NinjaCat
  • View Agency Dashboards - See and manage your Agency’s dashboard profile library 
  • Manage Networks - Add and manage Agency level network connections
  • Manage Templates - Create new and edit existing templates from the template library
  • View Reports - See reports generated for the accounts this user has access to.
  • Manage Reports - Create new and edit existing report profiles.
  • Access KPIs - View and edit existing KPIs in the monitoring tab
  • Manage Agency Settings - Change Agency level settings and defaults
  • Manage Users - Edit existing and add new Users and User Roles to NinjaCat
  • Contact NinjaCat - Contact NinjaCat from within the platform
  • Can Export Accounts - Export a list of Accounts from the Accounts tab.
  • Manage NinjaTrack - Create new and edit existing numbers for NinjaTrack.
  • Upgrade Agency - Upgrade Agency payment options
  • Manage Change History - Add to and edit the “Change History” section in the account command center
  • View NinjaTrack Reporting - View and edit details of calls to NinjaTrack

 

Adding a User Role to a NinjaCat User

Below are the steps which you will need to add or change a the User Role options for a User account in NinjaCat.

1. Go to the Setup Settings

2. Click on "Users" from the Setup sub-navigation bar

User_Roles_1.png

 

3. Click on the desired user from the Users list

User_Roles_5.png

 

4. From the Roles section of the User options, toggle the desired Role for the user "on" (toggled right) or "off" (toggled left)

User_Roles_4.png

 

5. Click the "Save Changes" button near the bottom left of the window

 

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