Admin
Manage roles, policies, and view system audit logs
Role Matrix
Module access and cross-entity data visibility by role
Module Access
| Role | Panorama | Composer | Message Lab | Pathways | Sentiment Hub | Capture Kit | Signal Engine | Impact Desk | Admin |
|---|---|---|---|---|---|---|---|---|---|
Frontline Agent Customer-facing staff with limited access to customer data | |||||||||
Marketing Ops Campaign and audience management with full marketing tools access | |||||||||
RM (Relationship Manager) Dedicated account managers with full customer visibility | |||||||||
Retention Manager Churn prevention and customer retention specialists | |||||||||
Compliance Regulatory oversight with read-only access to policies and audit logs | |||||||||
Data Steward Data quality and ML model governance | |||||||||
Admin Full system access with all permissions |
Cross-Entity Data Visibility
| Role | Bank | Microcredit | Insurance | Permissions |
|---|---|---|---|---|
Frontline Agent | view customercreate taskview feedback | |||
Marketing Ops | view customercreate audiencecreate campaign+3 more | |||
RM (Relationship Manager) | view customeredit customercreate task+2 more | |||
Retention Manager | view customercreate audiencecreate campaign+3 more | |||
Compliance | view customerview policiesview audit log+2 more | |||
Data Steward | view scorespause scoreview feature views+2 more | |||
Admin | view customeredit customercreate audience+8 more |