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User roles and multi-user access management
User roles and multi-user access management

Learn how you can add new users and manage access levels for your Organization.

Joy Arputha avatar
Written by Joy Arputha
Updated over 3 months ago

Uniqode offers a range of user roles with specific permissions to ensure effective management and security. Below is a detailed overview of the roles, their permissions, and why certain roles have specific access.

You can add multiple users to the same Organization and assign different access levels to each of them. You can also create multiple Sub-organizations under the Master Organization and assign access levels to each user.

Understanding Master and Sub-organizations

The distinction between a Master Organization and a Sub-organization is crucial to understanding how user roles and permissions are managed across different levels.

Master Organization:

  • The Master Organization is the highest level in the organizational hierarchy. It encompasses all other Sub-organizations within its structure.

  • The Master Organization's Owner controls the entire Organization, including all Sub-organizations.

  • Depending on their role, users in the Master Organization may have visibility into the resources and analytics of all Sub-organizations. This makes it easier to manage and monitor the performance and operations across the entire Organization. (A detailed matrix of these permissions is shown below.)

Master Organization permissions differ from features such as SSO and custom domains, which require account-level permissions (usually granted to the Owner only).

Sub-organization:

  • Sub-organizations are semi-independent Organizations that an Owner / Administrator can create under the Master Organization.

  • Sub-organizations typically have Admins who manage resources, users, and settings specific to their unit. However, they do not have the same level of control or visibility into other Sub-organizations or the Master Organization.

  • Permissions in Sub-organizations are usually more restricted compared to the Master Organization. For example, Sub-organization Admins cannot create new Sub-organizations.

  • Sub-organization Admins and Editors manage resources and campaigns specific to their Sub-organization. They can create and manage QR Codes, landing pages, and other assets within their domain, but they do not have control over other Sub-organizations or the Master Organization.

  • Users in a Sub-organization may have access to view and export analytics data related to their specific Sub-organization. However, they cannot access analytics from the Master Organization.

Below is a detailed overview of the roles, their permissions, and why certain roles have specific access.

Key role descriptions

There are four levels of access:

Owner: Owners are individuals who signed up for a Uniqode account.

The Owner handles all payments and subscriptions for the account. Owners have all permissions, including managing and transferring ownership of QR Codes and campaigns.

Note: Every account has only one Owner. The Owner manages the Master Organization and all its Sub-organizations.

Administrators: Admins have comprehensive control over user management and high-level Organization settings. They can add or remove users from their Organization. They can manage all resources created by users within the Organization, including QR Codes, landing pages, and forms.

The Admin role is designed to manage Organization structure effectively, ensuring users have the right access.

Note: While Admins can change other users' campaigns without explicit permission, they will receive a prompt indicating that someone else originally created the campaign.

Editor: Editors can create and manage their QR Codes but cannot view and edit QR Codes created by other users. They also do not have permission to manage user roles or settings.

The Editor role is designed to balance creativity with collaboration, allowing Editors to focus on content creation and campaign management.

Note: Editors can see and modify only their resources, but not those belonging to other Editors or Administrators.

Viewer: Viewers have read-only access to the content, enabling them to track campaign performance without making changes. This role is ideal for stakeholders who need insight into campaign data without editing rights.

By restricting editing capabilities, Owners or Admins can ensure Viewers access valuable data insights without creating, editing, or changing any campaigns.

Note: Multi-user access management is available only in the PLUS plan and above.

How to add new users to your Organization

  • You will now see all the users and their access levels. To add a new user, click the ‘Add’ button.

  • On the window that appears, enter the email address, Organization, access group (Administrator, Editor, or Viewer), and name of the user you wish to add.

  • The user will receive an email inviting them to join your Uniqode Organization.

Note - Owners and Administrators can always change the access level for a user by selecting the edit button next to their name in the Manage users section.

User roles and permissions in a Master Organization

Access Type/Permissions

Admin

Editor

Viewer

Owner

Add/Remove users from Organizations that I am an Admin of

Yes

No

No

Yes

Add/Remove users from other Sub-organizations where I have Admin access

Yes

No

No

Yes

Create a Sub-organization

Yes

No

No

Yes

Enforce QR Code templates

Yes

No

No

Yes

Setup GA/GTM for any Sub-organization, including mine

Yes

No

No

Yes

Setup integrations for my Sub-organization

Yes

No

No

Yes

Setup integrations for other Sub-organizations

Yes

No

No

Yes

Add/Remove custom domains

Yes

No

No

Yes

SSO setup

Yes

No

No

Yes

Purchase add-ons such as users & QR Code packs

No

No

No

Yes

Manage all resources created by any user in any Sub-organization

Yes

No

No

Yes

Create/Update/Delete QR Codes in any Sub-organization

Yes

No

No

Yes

Create/Update/Delete QR Codes created by me

Yes

Yes

No

Yes

Create and Apply Labels to QR Codes in the Master Organization

Yes

No

No

Yes

View QR Codes of all Sub-organizations, including mine

Yes

No

Yes

Yes

View QR Codes created by other users in the same Sub-organization

Yes

No

Yes

Yes

View consolidated analytics of other Sub-organizations

Yes

No

Yes

Yes

View consolidated analytics of QR Codes in my Organization

Yes

Yes

Yes

Yes

User roles and permissions in a Sub-organization

Access type/permissions

Admin

Editor

Viewer

Add/Remove users from Organizations that I am part of

Yes

No

No

Add/Remove users from other Sub-organizations, including the Master Organization

No

No

No

Create Sub-organization

No

No

No

Enforce QR Code templates

Yes

No

No

Setup GA/GTM for my Organization

Yes

No

No

Setup integrations for my Sub-organization

Yes

No

No

Setup integrations for other Sub-organizations

No

No

No

Add/remove custom domains?

No

No

No

SSO setup?

No

No

No

Purchase add-ons such as users & QR Code packs?

No

No

No

White label

No

No

No

Manage all resources created by any user in My Sub-organization, including QR Codes, landing pages, and forms.

Yes

No

No

Create/Update/Delete QR Codes in any Sub-organisation

No

No

No

Create/Update/Delete QR Code created by me

Yes

Yes

No

Create and Apply Labels to QR Codes in my Sub-organisation

Yes

No

No

View QR Codes of all Sub-organizations, including the Master Organization

No

No

No

View QR Codes created by other users in the same Sub-organisation

Yes

No

Yes

View consolidated analytics of other Sub-organisations

No

No

Yes

View consolidated analytics of QR Codes in my Sub-organisation

Yes

Yes

Yes

View analytics of QR Codes created by me

Yes

Yes

No

Export consolidated analytics data for all Sub-organizations, including Master Organization

No

No

No

Export analytics data of QR Codes created by me

Yes

Yes

No

Manage all resources users create in any Sub-organization, including QR Codes, landing pages, and forms.

No

No

No

Manage all resources created by any user in my Organization, including QR Codes, landing pages, and forms.

Yes

No

No

With all the control at your fingertips, your team can scale while keeping your campaigns safe within Uniqode.

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