You can invite your whole team to contribute to your in-app efforts and leverage the different Experiences you can build with Chameleon. And empower each teammate with access to the right configurations to ensure efficiency, speed, and control in delivering a pleasant user experience.
With our Roles functionality, you can allow teammates to contribute in a way that does not tamper with your existing efforts but amplifies your guidance.
Availability & Usage
🔐 Startup: Admin
🔐 Growth: Admin & Viewer
🔐 Enterprise: Admin, Teammate, Viewer
📩 Contact: to discuss your plan
What Roles are available in Chameleon?
When the Roles functionality is enabled, you can pick between 3 major Roles and set different permissions for each teammate on your account:
Admin
Teammate
Creator
Designer
Publisher
Engineer
Viewer
ℹ "Viewers" do not consume seats on your account no matter the plan.
Admin Role
"Admins" have full access to control any setting, configuration, or create and publish Experiences. These are some of the permissions that "Admins" have:
Activate (publish) or Deactivate (unpublish) Experiences
Control account-wide Rights, such as enabling 2FA, or display on mobile devices
Adjust Rate Limiting, configure or edit Alerts
Manage the Roles of other teammates (update their Roles, or remove them from your Chameleon account)
Delete users from your Chameleon account
Teammate Roles
These Roles enable you to ensure that all critical configurations are in the right hands and every teammate can efficiently contribute to your product's success. Here's a brief description of each, or check out the table with detailed permissions across Chameleon.
Creator
✨ "Creators" are those who power your in-app guidance and ensure all user needs are addressed with the right Experience.
All "Creators" on your account can create Tours, Tooltips, Microsurveys, Launchers, and add content to your HelpBar. They can also delete drafts and archive Experiences on your account, as well as create Segments.
To drive engagement or enhance your Segments, they can also:
leverage Localization
use CSV imports
create Alerts
Publisher
✨ "Publishers" are your final advisors who check that all configurations deliver maximum engagement with minimum disruption for users.
"Publishers" can create and publish any Tour, Tooltip, Microsurvey, or Launcher, as well as add content to your HelpBar and publish any latest changes (e.g. updated Trigger).
"Publishers" can access more configurations that ensure a pleasant user experience:
enabling integrations (to enrich available data or launch in-app modals)
creating Rate limits
Designer
✨ "Designers" ensure any Experience you create looks natively integrated into your interface, no matter the style evolution of the brand.
"Designers" on your account can set your account Themes, tweak the look of Experiences with custom CSS, or create different Templates for your team to use.
👉 They can also leverage our Figma Components file to establish your in-app style before updating your Styling in Chameleon.
Engineer
✨ "Engineers" cover your Chameleon installation and ensure you're all set to create Experiences and successfully receive data in your account.
"Engineers" can access the installation methods and add the Chameleon code to your app. They can also use our API to manage your data, generate API Tokens, access Webhooks, or configure your integrations and Environments.
Demos Only
✨ "Demos Only" is the role for your team's Demos specialist, but who otherwise won't create any in-app Experiences.
This role has full creating and editing permissions for Demos on your account, but restricts access to Experience creation and publishing.
Viewer Role
✨ "Viewers" can include anyone from your data analyst to a new teammate exploring your use of Chameleon for a new initiative.
"Viewers" in Chameleon can access your Dashboard and all Experiences, see different settings, configurations, or integrations you enabled, but they can not edit or modify anything in your account.
They can review Tags, Alerts, or Rate limits, as well as filter through data, or try out the different Segment filters available for creating an audience in Chameleon.
Viewers can also:
Open Experiences in the Builder to Preview
Download CSVs (Experience data, YAML translation files)
Summarize Microsurvey responses to review
Export Segments to review user data
Permissions across Chameleon
See the different permissions for each Role detailed in the table below 👇
C = Create
R = Read
U = Update
D = Delete
P = Publish
Page/ Action | Admin | Designer | Engineer | Publisher | Creator | Viewer |
Get Started - Install | CRUD | R | R | R | R | R |
API Access | - | - | CRUD | - | - | - |
API - Manage Roles | RU | - | - | - | - | - |
API - Manage Data (Update / Delete Companies, Profiles, Deliveries, Environments) | CRUD | - | CRUD | - | - | - |
Integrations | CRUD | R | CRUD | CRUD | R | R |
API Tokens | CRUD | R | CRUD | R | R | R |
Webhooks | CRUD | R | CRUD | R | R | R |
Settings - Account | CRUD | R | R | R | R | R |
Settings - Domains | CRUDP | R | CRUDP | R | R | R |
Settings - Rights | CRUD | R | CRUD | R | R | R |
Settings - Billing | CRUD | R | R | R | R | R |
Settings - Team (Admins can invite any role. Publishers can invite Creators. All other invites are assigned the Viewer role) | CRUD | R | R | CR | R | R |
Custom CSS | CRUD | CRUD | R | R | R | R |
Themes (Admins and Designers can create, update, and apply Themes. Creators and Publishers can update the Theme for Experiences) | CRUDP | CRUDP | R | RU | RU | R |
Templates | CRUD | CRUD | R | R | R | R |
Tours (D*-- can delete any draft and can archive anything) | CRUDP | CRUDP | R | CRUDP | CRU+D* | R |
Tooltips (D*-- can delete any draft and can archive anything) | CRUDP | CRUDP | R | CRUDP | CRU+D* | R |
Microsurvey (D*-- can delete any draft and can archive anything) | CRUDP | CRUDP | R | CRUDP | CRU+D* | R |
Launchers (D*-- can delete any draft and can archive anything) | CRUDP | CRUDP | R | CRUDP | CRU+D* | R |
HelpBar | CRUDP | R | R | CRUDP | CRUD | R |
Segments | CRUDP | R | R | CRUDP | CRU+D* | R |
Rate Limiting | CRUDP | R | R | CRUDP | R | R |
Alerts | CRUD | R | R | CRUD | CRUD | R |
Data Management - User Properties (Also applies to “Send user data” in button Action) | CRU | R | CRU | R | R | R |
Data Management - Company Properties | CRU | R | CRU | R | R | R |
Data Management - User Events | CRUD | R | CRUD | R | R | R |
Data Management - Tags | CRUD | R | R | CRUD | CRUD | R |
Data Management - Imports | CRU | R | R | CRU | CRU | R |
Data Management - Localization | CRUD | R | R | CRUD | CRUD | R |
Builder (Viewer: cannot “Edit” or open the Builder on new domains. All non-Viewers can "Edit" in the Builder and open on new domains. | inherited | inherited | inherited | inherited | inherited | R |
Member permissions (Legacy)
Growth accounts that previously enabled the Roles functionality and did not upgrade to our new Roles and permissions will have limited access. The 3 Roles will be available with the following Teammate Roles:
Admin
Teammate (Engineer, Designer, Creator)
Viewer
🔒 To change the Roles on your account, contact us to upgrade your plan.
"Teammates" on your account can create any Experience as normal and access other Chameleon functionality (such as Styling or integrations), but they cannot publish Experiences and require Admins to do so.