There are three roles for Rattle users: Super Admin, Admin, and Member. The article will outline the difference between each role and things you should consider when inviting new users & assigning roles.

Types of Roles on Rattle

1. Super Admin

There is only one Super Admin per account. The Super Admin user establishes the global integration connections (CRM, collaboration, and video conferencing tools) and must have a specific permission set for their Salesforce account as they are the default account for workflow creation and user actions.

To check this, log in to your Salesforce instance and go to Setup > Users > Profiles. You should have the following five permissions -

Customize application
Send outbound messages
Manage flow
Modify metadata
View all Data

A best practice for Super Admin accounts is to leverage an integration user so that the account is not dependent on an individual's credentials.

2. Admin

There can be multiple Admin users within a single Rattle account. Admins are able to perform all of the same actions as a Super Admin, with the exception of:

Owning a global integration
Creating Slack Home queries

This role can be used for anyone who will be helping to develop use cases within Rattle.

3. Member

The member role is ideal for users who will interact with Rattle as a recipient. This role has limited permissions when it comes to user management. By default, members can only create workflows, however, Super Admins can choose to provide view/edit/delete access for workflows created by other members within the organization.

Role permissions

Super Admins can control workflow usage for Admin and Member roles, such as creating their own workflows, or view/edit/delete workflows of other users.

To view/edit role permissions, go to Team > Permissions. Check the boxes to add/remove permissions, and click Save.

Create workflows: Users will have complete control over the workflows they create. If this permission is removed after the user has created workflows, ownership is passed to the Super Admin.
Edit/Delete workflows: Users will be able to view, make changes, and delete workflows created by other users within the same organization.
View workflows: Users will only be able to view workflows created by other users within the same organization. This permission will be auto-selected if the Edit/Delete permission is checked.

Changing user roles

Only the Super Admin on an account can update/ change an existing user's role. To do so, go to Settings > Team > User type. You can only switch users between Member and Admin roles.

If you need to update your Super Admin, please contact your Customer Success Manager with as much notice as possible for the transition.