Smaply Helpdesk
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        • Configure Trello with an api key
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        • Configuring Asana using a Personal access token
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    • Introduction to metrics
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        • Create a series metric
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        • Create a number metric
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        • Create a comparison metric
    • Setting up metrics
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  1. Account settings

Access levels and permissions

PreviousUpgrade, downgrade or delete your accountNextUser management

Last updated 6 months ago

Shared accounts

Smaply provides three access levels to control what users can view and modify.

  • Account level: Access to all workspaces and journey maps (and personas, templates etc.) within the account.

  • Workspace level: Access limited to specific workspaces within the account.

  • Journey map level: Access to individual journey maps users are directly invited to, with no access to the broader workspace or account.

Each access level has three user roles to define permissions:

  • Admin: and settings at the assigned level.

  • Editor: Edits items within the assigned level.

  • Viewer: View-only access to the assigned level, with no editing rights.

Personal account

In a Personal account, there is only one user with admin level access and one workspace. Additional users can be invited directly to journey maps as admins. However, each user can only be invited to a single journey map at a time.

Manages users