What it’s for
Every user in Snowfire has one role. The role decides which parts of the app a person can open. It does not open data: connector access still applies to every role, including Admin.
Before you start
Only Admins can change a person’s role. The person who creates the company becomes its first Admin.
Steps
Pick the right role
| Role | What it can access |
|---|---|
| Admin (Org Admin) | Invite and update users. Manage the company and connectors, the customer portal and the leaderboard. Edit SQL. Approve organization prompt templates. Still limited by connector access. |
| Standard User | Normal product use. Still limited by connector access and by the features turned on for your company. |
| Integrator (Integration Only) | Connectors, Profile and Settings pages only. |
Set a role
- When you invite someone, choose Standard user or Connector only access under User role. Connector only access is the Integrator role.
- To find people by role later, go to Settings, open the Users tab, and filter by Role, Status or Last Login.
Then give connector access
- Set each person’s access on each connector. See Connector-level access control.
Check and fix
| Problem | Fix |
|---|---|
| An Admin cannot see a connector’s data. | Roles do not open data. Give the Admin All Data Access or Data Admin on that connector. |
| An Integrator cannot open Chat. | That is expected. Integrators open Connectors, Profile and Settings only. |