Definitions
Accounts
An account is needed to use Splio Mobile Wallets (Admin and API). It is created when an email address is invited to be a member of an organization for the first time, with a pending
status.
The status will be updated to active
once the link received in the invitation is clicked and the activation process is completed with the password setup.
Roles
A role is a set of permissions to execute actions and services on Splio Mobile Wallets Admin and API related to a business function. An account can have one or several roles through its memberships.
Each role is associated with a single organization and can have one test user (for previews and tests). This association between a role and an organization makes the account visible in the member's list of the organization.
When you have several roles, the highest permission prevails for a specific action in a specific organization.
Role descriptions and permissions
Role | Permissions | Description and assignment |
admin | Have all the permissions: Can view, edit and create anything, including the settings. | This role implies a more advanced knowledge of the platform and must be carefully assigned. |
manager | Can view, edit, and create anything, excluding the settings. Able to invite other members and export any data. | This role allows users to handle anything in an organization, starting from the activation. We recommend keeping the number of managers in an organization to as few as possible. |
marketer | Can view anything (excluding invoices), and create and edit audiences and campaigns (updates and notifications). | This role allows users to handle the day-to-day campaigns. |
viewer | Can view anything, excluding personal data and invoices. | This role allows users to see most menus but without edition rights. |
finance | Can only view metrics and invoices. | This role has been designed for finance teams. |
Detailed permissions
Insights | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | ✅ |
| ✅ | ✅ | ✅ | ||
| ✅ | ✅ | ✅ | ||
Users & Passes | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ||
| ✅ | ✅ | |||
| ✅ | ||||
| ✅ | ||||
Audiences | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | |
| ✅ | ✅ | ✅ | ||
| ✅ | ✅ | ✅ | ||
Locations | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | |
| ✅ | ✅ | |||
| ✅ | ||||
Trash | admin | manager | marketer | viewer | finance |
| ✅ | ||||
Updates | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | |
| ✅ | ✅ | ✅ | ✅ | |
Notifications | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | |
| ✅ | ✅ | ✅ | ||
Organization | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | ✅ |
| ✅ | ||||
Projects | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | |
| ✅ | ||||
URLs | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | |
| ✅ | ||||
Triggers | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | |
| ✅ | ||||
Members | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | ✅ |
| ✅ | ✅ | |||
Organization Menu | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | ✅ |
Profile Menu | admin | manager | marketer | viewer | finance |
| ✅ | ✅ | ✅ | ✅ | ✅ |
view/export invoices | ✅ | ✅ | ✅ |