User Roles

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	✅	✅

⌘I

Home

Aggregation and Collection

Records

Feedback insights

Ask Monty

Knowledge Hub

Workflows

Security

SSO

Pricing

Open Source

Settings

Feedback & Snippets

Accounts & Contacts

Themes

Ask Monty

Portal (internal views)

​Settings

​Feedback & Snippets

​Accounts & Contacts

​Themes

​Ask Monty

​Portal (internal views)

Settings

Feedback & Snippets

Accounts & Contacts

Themes

Ask Monty

Portal (internal views)