Accounts and Users
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Activate function permissions

In Guru, you can manage the permissions of each role to grant or restrict the level of access and actions that your users can perform on the platform.

On this page:

  • Enable role permissions

Enable role permissions

In this section, you can enable the permissions of the roles associated with users in Guru.

Steps:

1 - Access the guru admin with your username and password.

2 - In the side menu, click on Settings, then click on Roles.

conf-roles.png

3 - In the list, locate the desired role and click on it.

view-roles.png

4 - Consult the items below to define permissions within the role:

Access to Subscriptions

1 - Click on Subscriptions.

2 - In the permissions list, check or uncheck the options:

  1. Subscriptions: when active, checks all options below, activating all Subscription permissions;

  2. Add Coupon: when active, the user can add coupons to subscriptions;

  3. Change Surcharge and Discount: when active, the user can add surcharges and discounts to subscriptions;

  4. Change Cancellation at End of Cycle: when active, the user can change the cancellation date at the end of the subscription cycle;

  5. Change Credit Card: when active, the user can change the credit card details of subscriptions;

  6. Change Trial End Date: when active, the user can change the trial end date of subscriptions;

  7. Change Cycle End Date: when active, the user can change the cycle end date of subscriptions;

  8. Change Payment Method: when active, the user can change the payment method used for subscriptions;

  9. Change Current Offer: when active, the user can change the current offer of subscriptions;

  10. Change Renewal Offer: when active, the user can change the renewal offer of subscriptions;

  11. Change Installment Plan: when active, the user can change the installment plan used for subscriptions;

  12. Cancel Subscriptions: when active, the user can cancel subscriptions;

  13. Cancel Downgrade: when active, the user can cancel the downgrade of subscriptions;

  14. Export Subscriptions: when active, the user can export the list of subscriptions to XLS;


  16. Perform Subscription Upgrade/Downgrade: when active, the user can upgrade or downgrade subscriptions;

  17. Resend sale to Member Areas: when active, the user can resend sales to the Member Areas of subscriptions;

  18. Resend sale to Autoresponders: when active, the user can resend sales to the Autoresponders of subscriptions;

  19. Resend sale to Contracts: when active, the user can resend sales to the Contracts of subscriptions;

  20. Resend sale to Transactional Emails: when active, the user can resend sales to the Transactional Emails of subscriptions;

  21. Resend sale to SMS: when active, the user can resend sales to the SMS of subscriptions;

  22. Resend sale to Webhooks: when active, the user can resend sales to the Webhooks of subscriptions;

  23. Remove Coupon: when active, the user can remove coupons from subscriptions;

  24. End Trial Period: when active, the user can anticipate the end of the trial period for subscriptions;

  25. View Subscriptions: when active, the user can view the details of subscriptions;

  26. Subscription Options: when active, checks the 3 options below, activating all permissions for Subscription Options;

  27. Global Options: when active, the user can change the general settings of subscriptions;

  28. Offer Options: when active, the user can change the settings of offers for "Subscription" type products;

  29. Product Options: when active, the user can change the settings of "Subscription" type products.

3 - Click on Send.

Access to Registrations

1 - Click on Registrations.

2 - In the permissions list, check or uncheck the options:

  1. Registrations: when active, checks all options below, activating all Registration permissions;

  2. Affiliates: when active, checks the 4 options below, activating all permissions for Affiliate registration;

  3. Update Affiliates: when active, the user can update Affiliate details;

  4. View Affiliate: when active, the user can view affiliate details;

  5. Contacts: when active, checks the 6 options below, activating all permissions for Contact registration;

  6. Anonymize Contact: when active, the user can anonymize contacts;

  7. Update Contact: when active, the user can change contact details;

  8. Create Contact: when active, the user can add new contacts;

  9. Export Contact: when active, the user can export the contact list to XLS;

  10. Remove Contact: when active, the user can delete contacts;

  11. View Contact: when active, the user can view contact details.

  12. View Subscriptions: when active, the user can view subscription details;

  13. Change Surcharge and Discount: when active, the user can add surcharges and discounts to contact subscriptions;

  14. Change Cancellation at End of Cycle: when active, the user can change the cancellation date at the end of the contact subscription cycle;

  15. Change Credit Card: when active, the user can change the credit card details of contact subscriptions;

  16. Change Trial End Date: when active, the user can change the trial end date of contact subscriptions;

  17. Change Cycle End Date: when active, the user can change the cycle end date of contact subscriptions;

  18. Change Payment Method: when active, the user can change the payment method used for contact subscriptions;

  19. Change Current Offer: when active, the user can change the current offer of contact subscriptions;

  20. Change Renewal Offer: when active, the user can change the renewal offer of contact subscriptions;

  21. Change Installment Plan: when active, the user can change the installment plan used for contact subscriptions;

  22. Cancel Subscriptions: when active, the user can cancel contact subscriptions;

  23. Cancel Downgrade: when active, the user can cancel the downgrade of contact subscriptions;

  24. Export Subscriptions: when active, the user can export the list of subscriptions to XLS;

  25. Perform Subscription Upgrade/Downgrade: when active, the user can upgrade or downgrade contact subscriptions;

  26. Resend sale to Member Areas: when active, the user can resend sales to the Member Areas of contact subscriptions;

  27. Resend sale to Autoresponders: when active, the user can resend sales to the Autoresponders of contact subscriptions;

  28. Resend sale to Contracts: when active, the user can resend sales to the Contracts of contact subscriptions;

  29. Resend sale to Transactional Emails: when active, the user can resend sales to the Transactional Emails of contact subscriptions;

  30. Resend sale to SMS: when active, the user can resend sales to the SMS of contact subscriptions;

  31. Resend sale to Webhooks: when active, the user can resend sales to the Webhooks of contact subscriptions;

  32. End Trial Period: when active, the user can anticipate the end of the trial period for contact subscriptions;

  33. View E-ticket: when active, the user can view e-ticket details;

  34. Create E-ticket: when active, the user can add new tickets;

  35. View Sales: when active, the user can view sales details;

  36. Cancel Shipping with Carrier: when active, the user can cancel shipping with the integrated carrier;

  37. Create Shipping with Carrier: when active, the user can create a shipment with the integrated carrier;

  38. Export Sales: when active, the user can export the sales list to XLS;

  39. Generate New Charge: when active, the user can generate a new charge for contacts;

  40. Mark as chargeback: when active, the user can mark the sale as a chargeback;

  41. Fill in Invoice Data: when active, the user can update invoice data;

  42. Refund Sales: when active, the user can create a sales refund request;

  43. Resend sales status:

  44. Resend sale to Billing: when active, the user can resend sales to the Billing of contact subscriptions;

  45. Resend sale to Member Area: when active, the user can resend sales to the Member Area of contacts;

  46. Resend sale to Autoresponders: when active, the user can resend sales to the Autoresponders of contacts;

  47. Resend sale to Contracts: when active, the user can resend sales to the Contracts of contact subscriptions;

  48. Resend sale to Ecommerces: when active, the user can resend sales to the Ecommerces of contact subscriptions;

  49. Resend sale to Transactional Emails: when active, the user can resend sales to the Transactional Emails of contact subscriptions;

  50. Resend sale to SMS: when active, the user can resend sales to the SMS of contact subscriptions;

  51. Resend sale to Webhooks: when active, the user can resend sales to the Webhooks of contact subscriptions;

  52. E-ticket: when active, checks all options below, activating all E-ticket permissions;

  53. Cancel Check-in: when active, the user can cancel the contact's check-in;

  54. Cancel Invitation: when active, the user can cancel the contact's ticket invitation;

  55. Cancel E-ticket: when active, the user can cancel the contact's ticket;

  56. Invite Participant: when active, the user can invite the participant;

  57. Export E-tickets: when active, the user can export the list of e-tickets to XLS;

  58. Perform Accreditation: when active, the user can perform contact accreditation;

  59. Resend e-ticket to webhooks: when active, the user can resend e-tickets to the Webhooks of contact subscriptions;

  60. View Invitation: when active, the user can view invitation details;

  61. View E-ticket: when active, the user can view e-ticket details;

  62. Contact Groups: when active, the user can have Contact groups;

  63. Update Contact Groups: when active, the user can change contact group details;

  64. Create Contact Group: when active, the user can create a group for contacts;

  65. Remove Contact Group: when active, the user can delete the contact group;

  66. View Contact Group: when active, the user can view contact group details;

  67. Leads: when active, checks the 2 options below, activating all permissions for Lead registration;

  68. Export Leads: when active, the user can export the list of leads to XLS;

  69. View Lead: when active, the user can view Lead details;

  70. Producers: when active, checks the 4 options below, activating all permissions for Producer registration;

  71. Affiliations: when active, checks the 7 options below, activating all permissions for Affiliation registration;

  72. Update Affiliations: when active, the user can change affiliation details;

  73. Update Commission: when active, the user can change commission details;

  74. Create Affiliations: when active, the user can create affiliations;

  75. Manage Resources: when active, the user can manage affiliate resources;

  76. List Affiliations: activate or deactivate the affiliations you want1;

  77. Remove Affiliation: when active, the user can delete the affiliation;

  78. View Commission: when active, the user can view commission details.

  79. Update Product: when active, the user can change product details;

  80. Create Product: when active, the user can add new products;

  81. Export Affiliations: when active, the user can export the list of affiliations to XLS;

  82. Export Products: when active, the user can export the list of products to XLS;

  83. Product Groups: when active, the user can have Product groups;

  84. Update Group: when active, the user can change product group details;

  85. Create Group: when active, the user can create a group for products;

  86. Remove Group: when active, the user can delete the product group;

  87. View Group: when active, the user can view product group details;

  88. Remove Product: when active, the user can delete products;

  89. View Product: when active, the user can view product details;

  90. Users: when active, checks all options below, activating all permissions for users;

  91. Manage API Tokens: when active, the user can create an API token in the account..

1This list of platforms may appear with more or fewer items.

3 - Click on Send.

Access to Settings

1 - Click on Settings.

2 - In the permissions list, check or uncheck the options:

  1. Settings: when active, checks all options below, activating all Settings permissions;

  2. Create Recruitment Links: when active, the user can create recruitment links;

  3. Remove Recruitment Links: when active, the user can delete recruitment links;

  4. View Recruitment Links: when active, the user can view the details of recruitment links;

  5. Update Recruitment Links: when active, the user can update the settings of recruitment links;

  6. Advertisers: when active, checks permissions for all Advertiser platforms;

  7. Advertiser list: activate or deactivate the advertisers you want1;

  8. member Area: when active, checks permissions for all Member Area platforms;

  9. Member area list: activate or deactivate the member areas you want1;

  10. Autoresponders: when active, checks permissions for all Autoresponder platforms;

  11. Autoresponder list: activate or deactivate the autoresponders you want1;

  12. Credits: when active, checks permissions for all Credit platforms;

  13. Contracts: when active, checks permissions for all Contract platforms;

  14. Coupons: when active, checks permissions to configure Coupons;

  15. Custom Domains: when active, checks permissions to configure Custom Domains;

  16. Credit list: activate or deactivate the credit platforms you want1;

  17. E-commerce: when active, checks permissions for all E-commerce platforms;

  18. E-commerce list: activate or deactivate the e-commerce platforms you want1;

  19. Transactional Emails: when active, checks permissions to configure Transactional Emails;

  20. Billing: when active, checks permissions for all Billing platforms;

  21. Billing list: activate or deactivate the billing platforms you want1;

  22. Marketplaces: when active, checks permissions for all Marketplaces (External Checkout and Guru Checkout);

  23. Marketplace list: activate or deactivate the marketplaces you want1;

  24. Checkout Options: when active, checks the 3 options below, activating all permissions for Checkout settings;

  25. Global Options: when active, the user can change the general Checkout options (Settings > Checkout);

  26. Offer Options: when active, the user can change the Checkout options for each offer;

  27. Product Options: when active, the user can change the Checkout options for each product;

  28. Manage Payees: when active, checks permissions to manage Payees;

  29. View Payee Balances: when active, the user can view the Payee's balances;

  30. Create Payee Transfer: when active, the user can create Payee transfers;

  31. View Payee Transfer: when active, the user can view the transfers made by the Payee;

  32. SMS: when active, checks permissions for all SMS platforms;

  33. Sms list: activate or deactivate the SMS platforms you want1;

  34. Carriers: when active, checks permissions for all Carriers;

  35. Carrier list: activate or deactivate the carriers you want1;

  36. Webhooks: when active, the user can change webhook settings;

1This list of platforms may appear with more or fewer items.

3 - Click on Submit.

Access to Dashboards

1 - Click on Dashboards.

2 - In the permissions list, check or uncheck the options:

  1. Dashboards: when active, checks all options below, activating all Dashboard permissions;

  2. Customers: when active, the user can view the customer dashboard;

  3. Sales: when active, the user can view the sales dashboard;

  4. Subscriptions: when active, the user can view the subscriptions dashboard;

  5. Checkout Tracking: when active, the user can view the checkout tracking dashboard;

  6. Tracking Summary: when active, the user can view the tracking summary dashboard;

  7. Lead Tracking: when active, the user can view the lead tracking dashboard;

  8. Sales Tracking: when active, the user can view the sales tracking dashboard;

  9. Tracking Summary for all users: when active, the user can view the dashboard with the tracking summary for all users.

3 - Click on Submit.

Access to Reports

1 - Click on Reports.

2 - In the permissions list, check or uncheck the options:

  1. Reports: when active, checks all options below, activating all Report permissions;

  2. Affiliates: when active, the user can view reports on affiliates;

  3. Export Affiliates: when active, the user can export the affiliate list to XLS;

  4. Daily summary: when active, the user can view the daily sales summary report.

  5. Invoices: when active, checks the option below and the user can view invoice reports;

  6. Export Invoices: when active, the user can export the invoice list to XLS.

3 - Click on Submit.

Access to R.P.P.C

1 - Click on R.P.P.C.

2 - In the permissions list, check or uncheck the options:

  1. R.P.P.C.: when active, checks all options below, activating all R.P.P.C. permissions;

  2. R.P.P.C. Groups: when active, checks the 5 options below, activating all permissions for R.P.P.C. groups;

  3. Update: when active, the user can change the settings of R.P.P.C. groups;

  4. Create: when active, the user can add new R.P.P.C. groups;

  5. Remove: when active, the user can delete R.P.P.C. groups;

  6. View Items From All Owners: when active, the user can view R.P.P.C. groups created by all other users or admins;

  7. View: when active, the user can view the details of the R.P.P.C. group;

  8. Report Traffic Cost: when active, the user can enter the value of traffic costs in the R.P.P.C.;

  9. CAPTURE R.P.P.C.: when active, checks the 8 options below, activating all permissions for Capture R.P.P.C.s;

  10. Activate: when active, the user can activate any Capture R.P.P.C.;

  11. Update: when active, the user can change the settings of Capture R.P.P.C.s;

  12. Create: when active, the user can add new Capture R.P.P.C. groups;

  13. Deactivate: when active, the user can deactivate any Capture R.P.P.C.;

  14. Remove: when active, the user can delete Capture R.P.P.C.s;

  15. View Items From All Owners: when active, the user can view Capture R.P.P.C.s created by all other users or admins;

  16. View: when active, the user can view the details of Capture R.P.P.C.s;

  17. View Lead Activity: when active, the user can view the activity of leads associated with Capture R.P.P.C.s;

  18. CHECKOUT R.P.P.C.: when active, checks the 10 options below, activating all permissions for Checkout R.P.P.C.s;

  19. Activate: when active, the user can activate any Checkout R.P.P.C.;

  20. Update: when active, the user can change the settings of Checkout R.P.P.C.s;

  21. Create: when active, the user can add new Checkout R.P.P.C. groups;

  22. Deactivate: when active, the user can deactivate any Checkout R.P.P.C.;

  23. Remove: when active, the user can delete Checkout R.P.P.C.s;

  24. View Items From All Owners: when active, the user can view Checkout R.P.P.C.s created by all other users or admins;

  25. View: when active, the user can view the details of Checkout R.P.P.C.s;

  26. View Lead Activity: when active, the user can view the activity of leads associated with Checkout R.P.P.C.s;

  27. View Statistics: when active, the user can view the metrics and statistics of Checkout R.P.P.C.s;

  28. View Sales: when active, the user can view the sales associated with Checkout R.P.P.C.s;

  29. LEAD R.P.P.C.: when active, checks the 11 options below, activating all permissions for Lead R.P.P.C.s;

  30. Activate: when active, the user can activate any Lead R.P.P.C.;

  31. Update: when active, the user can change the settings of Lead R.P.P.C.s;

  32. Create: when active, the user can add new Lead R.P.P.C. groups;

  33. Deactivate: when active, the user can deactivate any Lead R.P.P.C.;

  34. Remove: when active, the user can delete Lead R.P.P.C.s;

  35. View Items From All Owners: when active, the user can view Lead R.P.P.C.s created by all other users or admins;

  36. View: when active, the user can view the details of Lead R.P.P.C.s;

  37. View Lead Activity: when active, the user can view the activity of leads associated with Lead R.P.P.C.s;

  38. View Statistics: when active, the user can view the metrics and statistics of Lead R.P.P.C.s;

  39. View Funnel: when active, the user can view the funnel associated with each Lead R.P.P.C.;

  40. View Sales: when active, the user can view the sales associated with Lead R.P.P.C.s;

  41. SALES R.P.P.C.: when active, checks the 11 options below, activating all permissions for Sales R.P.P.C.s;

  42. Activate: when active, the user can activate any Sales R.P.P.C.;

  43. Update: when active, the user can change the settings of Sales R.P.P.C.s;

  44. Create: when active, the user can add new Sales R.P.P.C. groups;

  45. Deactivate: when active, the user can deactivate any Sales R.P.P.C.;

  46. Remove: when active, the user can delete Sales R.P.P.C.s;

  47. View Items From All Owners: when active, the user can view Sales R.P.P.C.s created by all other users or admins;

  48. View: when active, the user can view the details of Sales R.P.P.C.s;

  49. View Lead Activity: when active, the user can view the activity of leads associated with Sales R.P.P.C.s;

  50. View Statistics: when active, the user can view the metrics and statistics of Sales R.P.P.C.s;

  51. View Funnel: when active, the user can view the funnel associated with each Sales R.P.P.C.;

  52. View Sales: when active, the user can view the sales associated with Sales R.P.P.C.s.

3 - Click on Submit.

Access to Subaccounts

1 - Click on Subaccounts.

2 - In the permissions list, check or uncheck the options:

  1. Subaccounts: when active, checks all options below, activating all Subaccount permissions;

  2. Associate Subaccount: when active, the user can associate a subaccount;

  3. Update Subaccount: when active, the user can change the subaccount data;

  4. Invite Subaccount: when active, the user can view the daily sales summary report.

  5. Create Subaccount: when active, the user can create a subaccount;

  6. Unlink Subaccount: when active, the user can unlink a subaccount;

  7. Impersonate Subaccount: when active, the user can impersonate a subaccount;

  8. View Subaccount: when active, the user can view the subaccount details.

3 - Click on Submit.

Access to Neural A/B Test

1 - Click on A/B Test.

2 - In the permissions list, check or uncheck the options:

  1. Neural AB Test: when active, checks all options below, activating all permissions for Neural AB Tests;

  2. Neural AB Test for Checkouts: when active, checks the 7 options below, activating all permissions for neural AB checkout tests;

  3. Activate: when active, the user can activate any AB checkout test:

  4. Update: when active, the user can change the settings of the AB checkout tests;

  5. Create: when active, the user can add new AB checkout tests;

  6. Deactivate: when active, the user can deactivate any AB checkout test;

  7. Remove: when active, the user can delete AB checkout tests;

  8. View items From All Owners: when active, the user can view AB checkout tests created by all other users or admins;

  9. View: when active, the user can view the details of the AB checkout tests;

  10. View Sales: when active, the user can view the sales details of the AB Checkout tests.

  11. Neural AB Test for Leads: when active, checks the 7 options below, activating all permissions for neural AB lead tests;

  12. Activate: when active, the user can activate any AB lead test:

  13. Update: when active, the user can change the settings of the AB lead tests;

  14. Create: when active, the user can add new AB lead tests;

  15. Deactivate: when active, the user can deactivate any AB lead test;

  16. Remove: when active, the user can delete AB lead tests;

  17. View items From All Owners: when active, the user can view AB lead tests created by all other users or admins;

  18. View: when active, the user can view the details of the AB lead tests;

  19. View Sales: when active, the user can view the sales details of the AB Lead tests.

  20. Neural AB Test for Sales: when active, checks the 7 options below, activating all permissions for neural AB sales tests;

  21. Activate: when active, the user can activate any AB sales test:

  22. Update: when active, the user can change the settings of the AB sales tests;

  23. Create: when active, the user can add new sales AB tests;

  24. Deactivate: when active, the user can make any sales AB test inactive;

  25. Remove: when active, the user can delete sales AB tests;

  26. View Items From All Owners: when active, the user can view sales AB tests created by all other users or admins;

  27. View: when active, the user can view the details of sales AB tests;

  28. View Sales: when active, the user can view the details of Sales AB tests.

3 - Click on Send.

Sales Access

1 - Click on Sales.

2 - In the permissions list, check or uncheck the options:

  1. Sales: when active, checks all options below, activating all permissions for Sales;

  2. Resend sale in Billing: when active, the user can resend the sale to the integrated billing platform;

  3. Resend sale in Autoresponders: when active, the user can resend the sale to the integrated autoresponder;

  4. Update Buyer: when active, the user can change the buyer's data;

  5. Mark as chargeback: when active, the user can mark the sale's chargeback;

  6. Resend sale in Contracts: when active, the user can resend the sale to the integrated contracts;

  7. Resend sale in e-commerce: when active, the user can resend the sale to the integrated e-commerce platform;

  8. Cancel Shipping with Carrier: when active, the user can cancel the shipment with the integrated carrier;

  9. Create Shipping with Carrier: when active, the user can create a shipment with the integrated carrier;

  10. Export Sales: when active, the user can export the sales list to XLS;

  11. Fill in Invoice Data: when active, the user can update the invoice data;

  12. Refund Sales: when active, the user can create the sales refund request;

  13. Reissue Sales: when active, the user can reissue the sale;

  14. Synchronize sale status: when active, the user can update the sale status;

  15. Resend sale in member areas: when active, the user can resend the sale to the integrated member area;

  16. Resend sale in Transactional Emails: when active, the user can resend the sale to the integrated transactional emails;

  17. Resend sale in SMS: when active, the user can resend the sale to the integrated SMS platform;

  18. Resend sale in Webhooks: when active, the user can resend the webhooks associated with the sale;

  19. Resend Sale status: when active, the user can synchronize the sale status;

  20. View Sales: when active, the user can consult the sale details.

3 - Click on Send.

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