Adding users to your account allows you to designate separate login credentials and access permissions for each user. This article provides an overview of each built-in user role. You also have the ability to create custom user roles. For more information, see Create a Custom User Role.
Roles | Abilities | No Access | Best Use |
Full Control (Partners & Small Business Customers Only) |
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Account Manager |
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Entity Manager |
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Customer Care Requester |
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Content Requester (Enterprise Customers Only) |
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Entity Viewer |
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Reviews Only |
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Events Only |
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- *For Content Approvals, users must be added to User Groups in order to approve or reject suggestions. To create or add users to these groups, contact your Client Success Manager.
- To create custom roles, reach out to your Client Success Manager.
You are responsible for ensuring that the correct personnel at your organization have appropriate access to data within the Yext platform. They should only be able to view and edit the data necessary to meet the requirements of their specific roles at your company.
We encourage you to take a conservative, least-privilege approach to assigning user permissions. We also encourage you to periodically review the list of users in your account and the permissions you've assigned to each.
For assistance or more information, contact Yext Support or your Client Success Manager.
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