Understanding System Roles
System roles control what each user can do in Enablix. Admins assign roles when adding or editing a user in Company Settings > Users.
There are three sets of roles, based on your Enablix products:
- Sales Enablement Roles (default)
- CX Roles
- Learning Roles
Sales Enablement Roles
All roles can find and view content. Here’s who each role is recommended for:
| Role | Recommended for |
|---|---|
| Administrator | Users who manage your Enablix portal, plus IT |
| Approved Contributor | Users who manage your content, like marketing or enablement |
| Insights User | Leadership |
| Consumer | Users in customer-facing roles, like sales or customer success, who need to share content |
| Read-Only | Users in non-customer-facing roles who don’t need to share content |
Here’s what else each role can do:
| Role | Share content | Track engagement | Add and edit content | Content Manager | Company Settings |
|---|---|---|---|---|---|
| Administrator | ✓ | All | ✓ Publish directly | All tabs | ✓ |
| Approved Contributor | ✓ | All | ✓ Publish directly | Limited tabs | — |
| Insights User | ✓ | All | ✓ Requires approval | Limited tabs | — |
| Consumer | ✓ | Limited | ✓ Requires approval | Limited tabs | — |
| Read-Only | — | — | — | — | — |
ℹ️ All roles that can add and edit content can also use Save as My Content.
CX
CX roles are available if your organization uses CX Portals. By default, there’s one role to manage CX. Depending on your organization’s needs, additional roles can be added, and all permissions are customizable.
CX Administrator: Recommended for users who manage your CX Portals. Includes everything a Sales Enablement Administrator can do, plus access to:
- CX Portal Settings
- CX Accounts
- CX Content Manager
- CX Insights
- CX Portals
💡 To add CX roles or customize permissions, contact your Enablix CSM or help@enablix.com.
Learning Roles
Learnings Roles
Learnings roles are available if your organization uses Learnings. By default, there’s one role to manage Learnings. Depending on your organization’s needs, additional roles can be added, and all permissions are customizable.
Learnings Administrator: Recommended for users who manage your Learnings. Includes everything a Sales Enablement Administrator can do, plus access to:
- Courses
- Paths
- Submissions
- Assessment Templates
- My Learning Paths
- My Submissions
- Insights
💡 To add Learnings roles or customize permissions, contact your Enablix CSM or help@enablix.com.
We’re here to help. Contact help@enablix.com anytime.