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Understanding Taguchi User Roles
User roles determine what each person can view, create, edit and administer within Taguchi. Assigning the correct role helps protect sensitive information while ensuring users have access to the features they need.
This guide explains each available role, its permissions and when to use it.
If the user needs to... (recommended role)
| If the user needs to... | Recommended role |
|---|---|
| Manage the entire platform, users and settings | Administrator with two-factor authentication (2FA) enabled |
| Create and send campaigns | Base User + Content Edit + Content Approve + Content Deploy |
| View campaign results | Base User |
| Create content but not approve or send campaigns | Base User + Content Edit |
| Generate an API token | Administrator |
| Set up an API integration | Base User + Integration Manage, Power User + Integration Manage, or Administrator |
User Role Permissions
| Area | Base User | Power User | Administrator |
|---|---|---|---|
| Campaigns | |||
| View | ✓ | ✓ | ✓ |
| Edit | Optional Role | ✓ | ✓ |
| Approve & Deploy | Optional Role | ✓ | ✓ |
| Subscribers & Data | |||
| View Profiles | Optional Role | ✓ | ✓ |
| Manage Lists & Fields | Optional Role | ✓ | ✓ |
| Export Data | Optional Role | ✓ | ✓ |
| Integrations | |||
| Manage Integrations | Optional Role | Optional Role | ✓ |
| Manage Credentials | — | — | ✓ |
| Administration | |||
| Organisation Settings | — | — | ✓ |
| Manage Partitions | — | — | ✓ |
| Manage Users (2FA Required) | — | — | ✓ |
Optional Role = Available by assigning the corresponding role to a Base or Power User.
Best practices
- Follow the principle of least privilege—only grant the access required for a user's responsibilities.
- Regularly review user roles and remove unnecessary permissions.
- Assign Administrator access sparingly.
- Remove or downgrade access when team members change roles or leave the organisation.
Related resources
- User Role Calculator
- Can Taguchi add or manage users to our organisation?
- Enable Two-Factor Authentication (2FA)
- Troubleshoot Two-Factor Authentication (2FA)
- Taguchi User Guide: User Types
- Taguchi User Guide: User Management
If you need help choosing or updating user access, contact Taguchi Support.