Roles and Collaborators

In this article, we will look at: 

• Overview of Roles
• Unable to find Collaborators and Roles?
• How to create a role
• How to edit a role
• How to bulk edit collaborators (role)
• How to delete a role
• How to filter roles by permissions
• How to invite a collaborator to join your team
• How to download a list of your collaborators
• How to change the role of a collaborator
• How to disabled/enabled SAML on a collaborator
• How to tell if SAML is enabled/disabled on a collaborator
• How to delete a collaborator from your team
• How to bulk delete collaborators
• How to filter by role in collaborators
• Permissions Glossary

Overview of Roles

A Role is a set of permissions that can be attached to users.  If you work for a large organization, you might want to get a few more team members involved in the creation, personalization, and moderation of your Boards.  That’s what Collaborators are for!  Just assign a Collaborator to a Role, and your team will be able to access the platform.

Please note that you must be an account admin, or have the necessary account privileges from your account admin to be able to access, create, and edit Roles and Collaborators.

Unable to find Collaborators and Roles?

As a TINT client, you would have previously found Collaborators and Roles on Team Settings page under your profile name.  As TINT and Zinrelo have become TrueLoyal, this has now moved to a new location to make it accessible for everyone.  Roles will now live in the sidebar under Global Settings. This article will be updated shortly with the new instructions and images to guide, but please find below where to find this in your dashboard. 

How to create a role

To create a role with a set of permissions, proceed with the following steps:

1. Click on your name in the top right corner
2. Click on Team Settings
3. Click on Roles
4. Click on +Add
5. This will open up a different view
6. Fill in and select all the relevant permissions.  To get a detailed description of the permissions, click on Show Details in the right-hand corner.  
7. Click Save

You can also create a role whilst you are inviting a collaborator.  

How to edit a role

You can edit Role permissions and access at any time. To edit this, proceed with the following steps:

1. Go into Role
2. Use the search or find the role you want to edit
3. Click on the ...
4. Select or unselect the permission that you want to change or the role title if you would like to update this
5. Click Save

How to bulk edit collaborators (role)

1. Click on Team Settings
2. Click on Collaborators
3. Select the multiple collaborators that you wish to bulk change the role of 
4. Click on the ...
5. Click on Edit
6. This will open up a different view
7. Select the role
8. Choose if you would like to Skip SAML Authentication
9. Click Apply

This will change all the collaborators on the same role that you picked.

How to delete a role

If you want to delete a role, first you must make sure that the role has no collaborators on it otherwise, the delete option will not appear.  To delete a role, proceed with the following steps:

1. Go into Role
2. Use the search or find the role you want to delete
3. Click on the ...
4. Click Delete

How to filter roles by permissions

You can see which roles have what permissions.  To delete a role, proceed with the following steps:

1. Go into Role
2. Click on Permissions
3. Click on the permission you want to filter by
4. The list should appear

Collaborators

How to invite a collaborator to join your team

To get a collaborator to join your team, you would need to invite them.  To invite them to the platform, proceed with the following steps:

1. Click on your name in the top right corner
2. Click on Team Settings
3. Click on Collaborator
4. Click on +Add
5. This will open a pop-up on the right-hand side
6. Type in the email of the collaborator you want to invite
7. Click the plus sign or press Enter to add the email in
8. Click on the dropdown under ASSIGN A ROLE to create a role or add, or search for a pre-existing role 
9. If your account has SAML enabled, you will see the additional option of SKIP SAML AUTHENTICATION.  The default is set at No (Recommended,) so you keep SAML switched on, but if you choose Yes, then this collaborator will use their password to sign in and will not be redirected to your corporate sign-in page.  If you do not see this option and your account has SAML enabled, this means that you do not have manage security settings permission.
10. Click Add to send the invite

Once you have pressed add your collaborator will receive an email asking them to join your team.  If the person has never been a part of a team, it will send the following email: 

The email is valid for 2 hours. Either click on Choose a password on the email and if it's valid it will get to you set up your password or it will take you to https://id.trueloyal.com/passwords/new and type in your email address if not filled in already and this will send you a new email so you can set your password.

How to download a list of your collaborators

1. Go to Team Settings
2. Click on Collaborators
3. Locate the Settings Cog and click on it
4. Select Export to CSV
5. The file will take a few seconds to download depending how large your list is

How to change the role of a collaborator

1. Go into Collaborator
2. Use the search (only full emails will return a result due to security) or find the collaborator you want to change.  
3. Click on the ...
4. Click Edit
5. Choose a different role
6. Click Apply

How to disabled/enabled SAML on a collaborator

Inside the platform, you can have a mix of SAML collaborators and non-SAML collaborators.  This is extremely useful if you use outside contractors or agencies, which might not necessarily have access to your corporate credentials, but you would like them to be able to use the platform.  To change the SAML status of a collaborator, do the following:

1. Go into Collaborator
2. Use the search (only full emails will return a result due to security) or find the collaborator you want to change.  
3. Click on the ...
4. Click Edit
5. Click on SKIP SAML AUTHENTICATION dropdown to change it to Yes to switch SAML off for a collaborator or No (Recommended) to switch SAML on.  This option will not be available if the account does not have SAML implemented or if you do not have the manage security settings permission to see this.
6. Click Apply
7. The SAML indicator changes from Green to Grey when it's been switched off or from Grey to Green when it's been switched on

How to tell if SAML is enabled/disabled on a collaborator

Under the collaborator, there's an SAML label if it's in Grey, SAML is switched off, or if it's Green SAML is switched on.

If SAML hasn't been implemented on your account, you will not see any labels.

How to delete a collaborator from your team

To delete a collaborator, proceed with the following steps:

1. Go into Collaborator
2. Use the search (only full emails will return a result due to security) or find the collaborator you want to delete.  
3. Click on the ...
4. Click Delete

How to filter by SAML in collaborators 

1. Go into Collaborators
2. Click on SAML (this option will not be available if the account does not have SAML implemented)
3. Click on All, Yes to see all the collaborators that have SAML enabled, or No to see the collaborators that use their password to log in and are not on SAML
4. The list should appear

How to bulk delete collaborators

1. Click on Team Settings
2. Click on Collaborators
3. Select the multiple collaborators that you wish to bulk-delete 
4. Click on Delete
5. A pop-up will appear with Are you sure? This action will permanently delete collaborators. Are you sure you still want to continue? Click Ok to continue or cancel to cancel the action
6. The collaborators will disappear and be deleted

How to filter by role in collaborators 

1. Go into Collaborators
2. Click on Role
3. Click on the Roles you want to filter by
4. The list should appear

Permissions Glossary

• TEAM
  • Can Make Purchases and View Billing - Can update credit card on file, change plan type, make purchases, and view Payment panel
  • Can Manage Security Settings - Can manage security settings
• COLLABORATORS
  • View Collaborators & Roles - Can view Collaborators and Roles
  • Can Invite/Modify Collaborators - Can invite and modify Collaborators
  • Can Delete Collaborators - Can delete Collaborators
  • Can Create/Modify Roles - Can create or modify Roles
  • Can Delete Roles - Can delete Roles
• MEMBERS
  • Can View Members - Can view Members
  • Can Update Members - Can update Members
  • Can Delete Members - Can delete Members
• TRANSACTIONS
  • Can View Transactions - Can view redeem points and submit receipts on behalf of members
  • Can Create Transactions - Can add, deduct, redeem points and submit receipts on behalf of members
• LOYALTY
  • Can Manage Members -  Can manage members
  • Can Manage Program Settings  - Can manage program settings
  • Can View Analytics - Can view Analytics
  • Can manage Notifications -  Can manage notifications
  • Can Manage Campaigns - Can manage campaigns
  • Can Manage Design - Can manage Design
  • Can Moderate - Can moderate
  • Can Manage Anomaly Detection - Can manage anomaly detection
  • Can Manage Streaks - Can manage streaks
• COMMUNITIES & MISSIONS HUBS
  • Can Manage Community and Mission Hubs - Can manage the community including creating, deleting and modifying mission hubs
• TINT BOARDS
  • Can Create TINT Boards - Can create a new TINT Board
  • Can Modify TINT Boards - Can change a TINT Board's Content and Personalization options
  • Can Moderate TINT Boards - Can approve or reject posts within a TINT Board
  • Can Delete TINT Boards - Can delete a TINT Board
    • TINTS ACCESS - Edit Access to which TINT boards are visible
      • Allow access to ALL future TINTs - Allow access to any future TINT boards added to the account
• PERSONALIZATIONS
  • Can View Personalizations - Can view personalization
  • Can Create/Modify Personalizations - Can create or modify personalization
  • Can Delete Personalizations - Can delete personalization
    • PERSONALIZATIONS ACCESS - Edit Access to which Personalizations are visible
      • Allow access to ALL future Personalizations - Allow access to any future personalization created in the account
• TINTMIX
  • Can View Mixes - Can view a Mix
  • Can Create/Modify Mixes - Can create or modify a Mix
  • Can Delete Mixes - Can delete a Mix
    • MIXES ACCESS - Edit Access to which Mixes are visible
      • Allow access to ALL future Mixes - Allow access to any future Mixes created in the account
• UGC STUDIO
  • Can View Assets - Can view an Asset
  • Can Create/Modify Assets - Can create or modify an Asset
  • Can Delete Assets - Can delete an Asset
  • Can Archive Assets - Can archive Assets
  • Can Publish Assets - Can Publish Assets
    • COLLECTIONS ACCESS - Edit Access to which Collections are visible
      • Allow access to ALL future Collections - Allow access to any future collections created in the account
• SOCIAL ACCOUNTS
  • Can Display Social Accounts - Can display Social Accounts
  • Can Create/Modify Social Accounts - Can create or modify Social Accounts.  This includes transferring feeds from one account to another.
  • Can Delete Social Accounts - Can delete Social Accounts
    • ACCOUNTS ACCESS - Edit Access to which Social Accounts are visible
      • Allow access to ALL future Social Accounts - Allow access to any future Social Accounts added to the account
• EXPERIENCE BUILDER
  • Can View Experiences - Can see Experiences
  • Can Create/Modify Experiences -Can create and update Fonts
  • Can Delete Experiences - Can delete Experiences
  • Can Publish changes to Experiences - Can publish changes to Experiences
  • Can View Form Submissions - Can view Form Submissions
  • Can Delete Form Submissions - Can delete Form Submissions
    • EXPERIENCES ACCESS - Edit Access to which Experiences are visible 
      • Allow access to ALL future Experiences - Allow access to any future Experiences created in the account
• FONTS
  • Can View Fonts - Can view Fonts
  • Can Upload Fonts - Can upload Fonts
  • Can Delete Fonts - Can delete Fonts
    • FONTS ACCESS - Edit Access to which Fonts are visible
      • Allow access to ALL future Fonts - Allow access to any future fonts added to the account
• DOMAINS
  • Can View Domains - Can view Domains
  • Can Create/Modify Domains - Can create and update Domains
  • Can Delete Domains - Can delete Domains
    • DOMAINS ACCESS - Edit Access to which Domains are visible 
      • Allow access to ALL future Domains - Allow access to any future domains added to the account
• PRODUCTS
  • Can Tag Products in Post - Can tag Products in Post
  • Can View Products - Can view Products 
  • Can Create/Modify Products - Can create and update Products
  • Can Delete Products - Can delete Products
• PRODUCT ACCOUNTS
  • Can View Product Accounts - Can view Product Accounts
  • Can Create/Modify Product Accounts - Can create and update Product Accounts
  • Can Delete Product Accounts - Can delete Product Accounts
    • PRODUCT ACCOUNTS ACCESS - Edit Access to which Products Accounts are visible
      • Allow access to ALL future Product Accounts - Allow access to any future Product Accounts added to the account
• PRODUCT FEEDS
  • Can View Product Feeds - Can view Product Feeds
  • Can Create/Modify Product Feeds - Can create and update Product Feeds
  • Can Delete Product Feeds - Can delete Product Feeds
    • PRODUCT FEED ACCESS - Edit Access to which product feeds are visible 

      • Allow access to ALL future Product Feeds - Allow access to any future Product Feeds added to the account
• WEBHOOKS
  • Can View Webhooks - Can view Webhooks
  • Can Create/Modify Webhooks - Can create and update Webhooks
  • Can Delete Webhooks - Can delete Webhooks
    • WEBHOOK ACCESS - Edit Access to which Webhooks are visible
      • Allow access to ALL future Webhooks - Allow access to any future Webhooks added to the account
• OAUTH APPLICATIONS
  • Can View OAuth Applications - Can view OAuth Applications
  • Can Create/Modify OAuth Applications - Can create and update OAuth Applications
  • Can Delete OAuth Applications - Can delete OAuth Applications
    • OAUTH APPLICATIONS ACCESS - Edit Access to which OAuth Applications are visible
      • Allow access to ALL future OAuth Applications - Allow access to any future OAuth Applications added to the account
• FORM BUILDER
  • Can View Forms - Can view Forms
  • Can Create/Modify Forms - Can create and update Forms
  • Can Delete Forms - Can delete Forms
  • Can Publish changes to Forms - Can publish changes to Forms
    • FORM BUILDER ACCESS - Edit Access to which Form Builder templates are visible
      • Allow access to ALL future Forms - Allow access to any future Form Builder Templates added to the account