Role-Based Access Control (RBAC)

Align your team structure with your data governance strategy.

Role-Based Access Control enables organizations to manage user permissions across projects and environments. The system restricts feature access based on assigned user roles, supporting data governance requirements.

Roles

Freshpaint provides five user roles with distinct permission levels.

  • Admin: Full administrative access including user management, project/environment creation, and HIPAA allowlist configuration.

  • Data Manager: Elevated data access with the ability to view and modify PHI allowlists, and configure consent management settings.

  • General User: Standard operational access for configuring destinations and events. General users have PHI visibility, but no ability to modify allowlists or consent settings.

  • Event Manager: Focused access for managing event tracking and integrations without access to PHI or form submissions.

  • Data Viewer: Read-only access limited to viewing analytics dashboards and reports.

User Permissions by Role

Feature
Admin
Data Manager
General User
Event Manager
Data Viewer

PHI Access

βœ…

βœ…

βœ…

❌

❌

Allowlist (modify)

βœ…

βœ…

❌

❌

❌

Destinations

βœ…

βœ…

βœ…

βœ…

❌

Event Library

βœ…

βœ…

βœ…

βœ…

❌

Audiences (view)

βœ…

βœ…

βœ…

βœ…

❌

Audiences (edit)

βœ…

βœ…

βœ…

❌

❌

Forms (beta)

βœ…

βœ…

❌

❌

❌

Consent Management (view)

βœ…

βœ…

βœ…

βœ…

βœ…

Consent Management (edit)

βœ…

βœ…

❌

❌

❌

Analytics

βœ…

βœ…

βœ…

βœ…

βœ…

Audit Log

βœ…

❌

❌

❌

❌

Web Tracker Monitoring

βœ…

βœ…

βœ…

βœ…

❌

Video

βœ…

βœ…

βœ…

βœ…

❌

Offline Attributions

βœ…

βœ…

βœ…

βœ…

βœ…

Live View

βœ…

βœ…

βœ…

❌

❌

Visual Editor

βœ…

βœ…

βœ…

βœ…

❌

Access to Projects and Environments

Users can see the environments they have access to in the left navigation panel in Freshpaint. Admins always have access to all environments, and can grant access to specific environments to specific users.

When a new environment is created, all users have access by default. An admin must explicitly restrict access via the Teams page.

Granting Environment Access

To invite new users:

  1. Navigate to Settings β†’ Team Membersarrow-up-right

  2. Click Add Teammate

  3. Enter the user's email address

  4. Select their role from the list

  5. If non-Admin, select the projects and environments they can access

  6. Click Send Invite

Invite teammate dialog with email field, role selection (General User selected), and project checkboxes.
circle-info

The invite link expires after one week. Users should check their spam folder if they don't see the email.

To grant access to existing users,

  1. Navigate to Settings β†’ Team Members

  2. Select the user to configure

  3. Under Environment Access, select the projects and environments

  4. Click Save

Teams page teammates table showing roles, creation dates, and environment access for each user

Access to Freshpaint Audiences

RBAC for Audienceschevron-right

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