User management

As an administrator of your account in AB Tasty, you can add, edit or remove your teammates from your account settings. 

Heads up ⚡

Only users with administrator rights can add new users and assign them User, Creator, or Viewer rights.

Overview of each role

Admin 

The Admin role has full user rights.

User
The User role has full user rights except for user management (adding and removing users) and some specific settings management.

Creator
The Creator role can configure a campaign but cannot launch it. A user with User or Admin rights must validate the campaign. 

Viewer
The Viewer role can only access the reporting but has no editing rights.

Team management

Adding a new user

To add a new user, follow these steps:

1. Go to Account management > User rights using the lateral navigation or use this link: https://app2.abtasty.com/settings/user-management
   
   
   
2. Enter the user’s email address
   
   
3. Use the drop-down list to select their role
   
   
4. Click Save
   
   

Good to know 💡

Users must be added one at a time – the field doesn’t accept bulk additions.

Removing a user

To remove a user, follow these steps:

1. Go to Account management > User rights using the lateral navigation or use this link: https://app2.abtasty.com/settings/user-management
   
   
2. Each user is managed separately – click on the icon with a cross to remove a user 
   
   
3. A validation message appears confirming that this user has been removed and their access revoked 

❗Caution: Teammates who leave your company should have their AB Tasty user rights deleted as part of their offboarding. Allowing former employees to retain access and user rights to the AB Tasty platform creates risk for your company, especially if they were admins. AB Tasty is not responsible for the mismanagement of access to the platform.

Editing a user’s rights

To edit a user’s rights, follow these steps:

1. Go to Account management > User rights using the lateral navigation or use this link: https://app2.abtasty.com/settings/user-management
   
   
2. Each user is managed separately – click the pen icon to edit their user rights   
   
   
   
3. A drop-down appears to select the role you wish to assign this user:
   
   
   1. • Select the preferred user type with the dropdown and confirm by clicking on the green check
        
        
      • Click the cross to cancel 
        
        
        
        
4. A validation message appears confirming this user’s rights have been edited
   
   
5. If the user is currently connected to the platform, the new rights will be operational when they next log in

Full details of user rights

The following table lists the rights associated with each role. These rights are the same for tests and personalization campaigns. 

Actions on campaigns

Action	Admin	User	Creator	Viewer
Create a campaign	✅	✅	✅	❌
Modify a campaign (name, editor, targeting, traffic allocation, third-party tools)	✅	✅	✅	❌
Archive a campaign	✅	✅	❌	❌
Launch a campaign	✅	✅	❌	❌
Pause a campaign	✅	✅	❌	❌
Schedule a campaign	✅	✅	❌	❌
Duplicate a campaign	✅	✅	✅	❌
Delete a campaign	✅	✅	❌	❌
Add a campaign to a folder	✅	✅	✅	❌
Remove a campaign from a folder	✅	✅	✅	❌
Add a label to a campaign	✅	✅	✅	❌
Remove a label from a campaign	✅	✅	✅	❌

Dashboards

Action	Admin	User	Creator	Viewer
Create a folder	✅	✅	✅	❌
Modify a folder	✅	✅	✅	❌
Delete a folder	✅	✅	✅	❌
Update script	✅	✅	❌	❌

Report

Action	Admin	User	Creator	Viewer
Access the report	✅	✅	✅	✅
Create a goal	✅	✅	✅	❌
Modify a goal	✅	✅	✅	❌
Delete a goal	✅	✅	✅	❌
Add a filter	✅	✅	✅	❌
Modify a filter	✅	✅	✅	❌
Delete a filter	✅	✅	✅	❌
Refresh tag	✅	✅	❌	❌
Launch/pause the campaign	✅	✅	❌	❌
Clear data	✅	✅	❌	❌
Access Clarity Session Recording	✅	✅	✅	✅
Access Clarity Heatmap	✅	✅	✅	✅
Export aggregated data	✅	✅	✅	❌
Export raw data	✅	✅	✅	❌

Settings 

Action	Admin	User	Creator	Viewer
Access the account management section	✅	✅	✅	❌
Access the general information page	✅	❌	❌	❌
Access the user rights page	✅	❌	❌	❌
Access page builder	✅	✅	✅	❌
Access account JavaScript page	✅	❌	❌	❌
Access the transaction indicators management page	✅	✅	✅	❌
Access profile section	✅	✅	✅	✅
Access the personal information page	✅	✅	✅	✅
Access settings section	✅	✅	✅	✅
Access tags implementation subsection	✅	✅	✅	❌
Access the generic tag page	✅	✅	✅	❌
Access generic tag for Chinese audience page	✅	✅	✅	❌
Access the transaction tag page	✅	✅	✅	❌
Access framework page	✅	❌	❌	❌
Access cookies subsection	✅	❌	❌	❌
Access the cookie deposit method page	✅	❌	❌	❌
Access cookie domain page	✅	❌	❌	❌
Access the cookie path page	✅	❌	❌	❌
Access the advanced settings subsection	✅	❌	❌	❌
Access the data export page	✅	❌	❌	❌
Access cross-domain page	✅	❌	❌	❌
Access the IP exclusion page	✅	❌	❌	❌
Access 1 visitor 1 test page	✅	❌	❌	❌
Access the visitor attributes page	✅	❌	❌	❌
Access sensitive data page	✅	❌	❌	❌
Access URLs grouping page	✅	❌	❌	❌
Access the redirect parameters page	✅	❌	❌	❌
Access the public API page	✅	❌	❌	❌
Access integrations section	✅	❌	❌	❌
Access the web analytics page	✅	❌	❌	❌
Access DPM page	✅	❌	❌	❌
Access the data layer integration page	✅	❌	❌	❌
Access experience analytics page	✅	❌	❌	❌
Access the performance center page	✅	❌	❌	❌

ROI dashboard

Action	Admin	User	Creator	Viewer
Access the ROI dashboard page	✅	✅	✅	✅

NPS

Action	Admin	User	Creator	Viewer
Access an NPS	✅	✅	✅	❌
Create a new NPS	✅	✅	✅	❌
Modify an NPS	✅	✅	❌	❌
Delete an NPS	✅	✅	❌	❌
Launch an NPS (make it run)	✅	✅	❌	❌
Pause an NPS	✅	✅	❌	❌
Access the NPS report	✅	✅	✅	❌