User Roles & Permissions

Shimmer uses a comprehensive role-based access control system to ensure the right people have the right access to platform features. This system maintains security while enabling effective collaboration between sales and marketing teams.

Role Hierarchy

Sales Role

Primary Purpose: Content consumption and sharing for sales activities

Core Capabilities

  • Browse and search the Content Library
  • Copy content to clipboard for manual sharing
  • Post content directly to LinkedIn
  • Bookmark favorite content for quick access
  • Participate in leaderboard activities

Navigation Access

  • Dashboard
  • Content Library (full access)
  • Leaderboard (participation and viewing)
  • Profile settings (personal information management)

Restrictions

  • Cannot upload new content
  • Cannot edit existing content
  • Cannot access Analytics dashboard
  • Cannot manage users or organizational settings
  • Cannot set recommended content

Marketing Role

Primary Purpose: Content creation, management, and sales team enablement

Core Capabilities

  • All Sales role permissions and features
  • Complete content consumption and sharing capabilities
  • Upload new content to the platform
  • Create and manage content variations
  • Edit existing content (titles, descriptions, categories, tags)
  • Delete content
  • Set recommended content

Navigation Access

  • Dashboard
  • Upload Content page (exclusive access)
  • Content Library (full access)
  • Leaderboard (participation and viewing)
  • Profile settings (personal information management)

Organization Admin

Primary Purpose: Platform administration and organizational oversight

Complete Access

  • All Marketing role permissions and features
  • Full platform administrative capabilities
  • Organizational management and oversight

User Management

  • Invite new users to the organization
  • Manage user roles and permissions
  • Remove users from the organization
  • View all user activity and engagement

Administrative Features

  • Access to Analytics dashboard with comprehensive insights
  • Category management (create, edit, delete, assign colors)
  • Tag library management and organization
  • Feature settings and platform configuration