User Roles
Description of team member roles and capabilities
Currently, Reforge Insights supports two distinct user roles: admin and Member. Generally, admin users can manage settings such as integrations and workspace details, while members can only interact with the system outside of settings.
Settings
| Capability | Admin | Member |
|---|---|---|
| Invite team members | ✅ | 🚫 |
| Manage workspace | ✅ | 🚫 |
| Manage integrations | ✅ | 🚫 |
| Manage tags | ✅ | 🚫 |
| View tags | ✅ | ✅ |
| Manage project areas | ✅ | 🚫 |
| View project areas | ✅ | ✅ |
| Manage user segments | ✅ | 🚫 |
| View user segments | ✅ | ✅ |
| Manage API Keys | ✅ | 🚫 |
| View API Keys | ✅ | 🚫 |
Feedback & Snippets
| Capability | Admin | Member |
|---|---|---|
| View feedback/snippets | ✅ | ✅ |
| Review spam | ✅ | ✅ |
| Mark as spam | ✅ | ✅ |
| Delete | ✅ | ✅ |
| Add/remove tags | ✅ | ✅ |
| Add/remove project area | ✅ | ✅ |
| Change category | ✅ | ✅ |
| Comment | ✅ | ✅ |
| Add attachments | ✅ | ✅ |
| Export CSV | ✅ | ✅ |
| Create quick summary | ✅ | ✅ |
Accounts & Contacts
| Capability | Admin | Member |
|---|---|---|
| View accounts | ✅ | ✅ |
| Edit accounts | ✅ | ✅ |
| Delete accounts | ✅ | ✅ |
| View contacts | ✅ | ✅ |
| Edit contacts | ✅ | ✅ |
| Delete contacts | ✅ | ✅ |
Themes
| Capability | Admin | Member |
|---|---|---|
| View themes | ✅ | ✅ |
| Change theme names | ✅ | ✅ |
| Delete snippet from theme | ✅ | ✅ |
Ask Monty
Chats, aside from those that are “shared” are scoped to the user who submits the question. So an individual user will only see their own chats and their own history.
| Capability | Admin | Member |
|---|---|---|
| Submit chats | ✅ | ✅ |
| Save chats | ✅ | ✅ |
| Share chats (owned by user) | ✅ | ✅ |
Portal (internal views)
| Capability | Admin | Member |
|---|---|---|
| View portal settings | ✅ | ✅ |
| Edit portal settings | ✅ | ✅ |
| Manage portal feedback | ✅ | ✅ |
| Manage roadmap items | ✅ | ✅ |
User Roles
Description of team member roles and capabilities
Currently, Reforge Insights supports two distinct user roles: admin and Member. Generally, admin users can manage settings such as integrations and workspace details, while members can only interact with the system outside of settings.
Settings
| Capability | Admin | Member |
|---|---|---|
| Invite team members | ✅ | 🚫 |
| Manage workspace | ✅ | 🚫 |
| Manage integrations | ✅ | 🚫 |
| Manage tags | ✅ | 🚫 |
| View tags | ✅ | ✅ |
| Manage project areas | ✅ | 🚫 |
| View project areas | ✅ | ✅ |
| Manage user segments | ✅ | 🚫 |
| View user segments | ✅ | ✅ |
| Manage API Keys | ✅ | 🚫 |
| View API Keys | ✅ | 🚫 |
Feedback & Snippets
| Capability | Admin | Member |
|---|---|---|
| View feedback/snippets | ✅ | ✅ |
| Review spam | ✅ | ✅ |
| Mark as spam | ✅ | ✅ |
| Delete | ✅ | ✅ |
| Add/remove tags | ✅ | ✅ |
| Add/remove project area | ✅ | ✅ |
| Change category | ✅ | ✅ |
| Comment | ✅ | ✅ |
| Add attachments | ✅ | ✅ |
| Export CSV | ✅ | ✅ |
| Create quick summary | ✅ | ✅ |
Accounts & Contacts
| Capability | Admin | Member |
|---|---|---|
| View accounts | ✅ | ✅ |
| Edit accounts | ✅ | ✅ |
| Delete accounts | ✅ | ✅ |
| View contacts | ✅ | ✅ |
| Edit contacts | ✅ | ✅ |
| Delete contacts | ✅ | ✅ |
Themes
| Capability | Admin | Member |
|---|---|---|
| View themes | ✅ | ✅ |
| Change theme names | ✅ | ✅ |
| Delete snippet from theme | ✅ | ✅ |
Ask Monty
Chats, aside from those that are “shared” are scoped to the user who submits the question. So an individual user will only see their own chats and their own history.
| Capability | Admin | Member |
|---|---|---|
| Submit chats | ✅ | ✅ |
| Save chats | ✅ | ✅ |
| Share chats (owned by user) | ✅ | ✅ |
Portal (internal views)
| Capability | Admin | Member |
|---|---|---|
| View portal settings | ✅ | ✅ |
| Edit portal settings | ✅ | ✅ |
| Manage portal feedback | ✅ | ✅ |
| Manage roadmap items | ✅ | ✅ |