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User Roles Matrix

Overview

When adding a new user to Pendo, you’ll be prompted to define their permissions. Take a look at the matrix below for a bird’s eye view of what permission will allow a user to do in Pendo:

Take a look at the User Roles Help Article for more information on each permission level.



Analytics Permissions
Description Admin User - Manage Published Guides User - Create Guides & Layouts (or Templates) from Scratch User - Create Guides from Layouts (or Templates) User Read-Only
Tag Pages
Tag Features
View Analytics
Create Dashboards
Create Path
Create Funnel
Create Trend
Create Goal
Create Segments
Create Groups
Create Visitor/Account Report



Guides Permissions
Description Admin User - Manage Published Guides User - Create Guides & Layouts (or Templates) from Scratch User - Create Guides from Layouts (or Templates) User Read-Only
Create Guides and Layouts (or Templates) from Scratch
Create Guides from Layouts (or Templates)
Edit Published Guides
Edit Draft/Staged Guides
Publish Guides to Production
Delete Guides
Visual Design Studio
View/Edit Themes (Global Styling)
View/Edit Resource Center
Legacy Designer
View/Edit Global CSS
View/Edit Guide Center


Account Permissions
Description Admin User - Manage Published Guides User - Create Guides & Layouts (or Templates) from Scratch User - Create Guides from Layouts (or Templates) User Read-Only
Edit Subscription or App Settings
View/Edit Data Mappings
View/Edit Agent & Install Settings
Edit Subscription or App Settings
View Raw Events
View/Edit Blacklist
View/Edit Staging
View/Edit Integrations
Manage Pendo Users
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