User roles & permissions

Different roles are available to grant different levels of permissions to MadKudu users in Copilot, App and Data Studio

User roles

 

Admin

Architect

User

Sales User

User Management

✍️  can edit

❌ no access

❌ no access

❌ no access

Integrations Configuration

✍️ can edit

👀  can view

👀  can view

❌ no access

Copilot

✍️ can edit

Can create Org and User level playbooks

Can edit Account & Contact Intelligence layouts

✍️ can edit

❌ no access

👀  can view

Can create private playbooks, edit book of account

Scoring Configuration


✍️ can edit

✍️ can edit

👀  can view (only Live models)

❌ no access

Admin (all permissions)

Recommended to assign the Admin role to the users who can manage users, integrations, copilot settings, and edit the scoring configurations. This would usually be a RevOps, MOps, SalesOps... 

Architect

Recommended to assign the Architect role only to the users in your company who need to edit the scoring in the Data Studio. This would usually be Marketing Ops or Data Scientists. 

User

Recommended to assign the User for people who don't need to manage users nor the configuration of the platform but who would need to understand the configuration of the scoring and consult the Predictions and Insights reports. Example: Growth, Marketing, DemandGen, Data.... 

Sales User

Recommended to assign the Sales user role for any Sales reps (SDR, BDR, AE, AM....) and their leadership to use Copilot (in Salesforce or Chrome extension)

Permissions

  • User Management

    • adding/deleting users

    • changing roles

    • configuring the Authentication mode (Single Sign-On) and auto-join

  • Integrations Configuration

    • updating the connection to the systems connected to MadKudu, such as your Salesforce, Marketo, Segment, etc.

    • checking the API usage

  • Copilot

    • accessing Playbooks, Explore, Account & Contact Intelligence

  • Scoring Configuration

    • editing mappings in App

    • editing Computations, aggregations, and models in the Data Studio