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How to Set up Subscription Admins, App Admins, and Editors

Applies to: VisualSP
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As a Subscription Administrator you can delegate roles to members of your team to help manage VisualSP. There are three roles in VisualSP:

  1. Subscription Administrators have full access to the subscription and can specifically do the following:
    1. Manage users
    2. Manage permissions for all app scopes and create/delete security groups for all app scopes
    3. View analytics
    4. Edit/Add/Delete all help items and groups
    5. View draft items
    If you need to update your Subscription Administrator, please email us at support at visualsp.com and we will take care of that for you.
  2. App Administrators manage security and content for specific app scopes they've been assigned to. They can:
    1. Manage permissions for the specific app scope to which they have been granted App Administrator rights (so they can add other app administrators to the app scoped security group and they can add editors to existing app scoped security groups but they’ll need a subscription admin to actually create the groups)
    2. View Analytics
    3. Edit/Add/Delete help items and groups associated with the specific app scope that they have access to
    4. View draft items
  3. Editors manage content only for the app scope they have been added to. They can:
    1. View Analytics
    2. Edit/Add/Delete help items and groups associated with the specific app scope that they have access to
    3. View draft items

To get to the Manage Permissions page, click on the VisualSP Help tab > 3 ellipsis > Manage My Subscription:

 

On the VisualSP Management page, click on the Permissions tab:

Your out-of-the-box configuration of VisualSP includes one Subscription Administrator permission group.

Admin and Editor Experience

As a Subscription Administrator or App Administrator, the menu will look like this:

As an Editor the menu will look like this:

 

See also: Managing Permissions

Updated on January 3, 2024

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