Adding users to your account allows you to designate separate login credentials and access permissions for each user. This article explains how to view user roles in your account. For more information about adding a new user to your account or editing user permissions, see Add a New User or Edit User Permissions.
Note: For more detailed information about user roles, see the Users training module on Hitchhikers.
To view user roles in your account:
- Click on the Account Details icon (
) in the navigation bar and click Account Settings.
- Click Roles.
- This page displays all of the built-in user roles in your account, along with a brief description. If you have any custom user roles, those will also be visible. For more information about creating custom user roles, see Create a Custom User Role.
Enterprise Customers:
- Users must be added to User Groups in order to create a Content Approval role to Approve or Reject Suggestions. To create or add users to these groups, contact 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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