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Braze permissions

Learn how to create permission sets, create roles, edit user permissions, and export user permissions, so you can ensure your users only access the workspaces and features they need most.

Creating a permission set

Use permission sets to bundle permissions related to specific subject areas or actions. They can be applied to dashboard users who need the same access across different workspaces. To create a permission set, go to Settings > Permission Settings, then select Create permission set. For a description of each permission, see List of permissions.

Creating a role

Roles allow for more structure by bundling together your individual custom permissions with workspace access controls. This is especially useful if you have many brands or regional workspaces in one dashboard. With roles, you can add dashboard users to the right workspaces and directly grant them the associated permissions. For a description of each permission, see List of permissions.

How do permission sets and roles differ from teams?

Refer to Company users for a breakdown of the differences among teams, permission sets, and roles.

Editing a user’s permissions

To edit a user’s current admin, company, or workspace permissions, go to Settings > Company Users, then select their name.

The "Company Users" page in Braze with one user listed in the results.

Admin

Admins have access to all features and the ability to modify any company setting. There are also a few things that only admins can do in Braze.

Only admins can:

To grant or remove admin privileges, select This user is an admin, then select Update user.

The details of the selected user with the admin checkbox in focus.

Company

To manage the following company-level permissions for a user, check or uncheck the box next to that permission. When you’re finished, select Update user.

Workspace

You can give a user different permissions for each workspace they belong to in Braze. To manage their workspace-level permissions, select Select workspaces and permissions, then choose their permissions manually select or assign a permission set you previously created.

If you need to give a user different permissions for different workspaces, repeat this process as many times as needed. For a description of each permission, see List of permissions.

Under Workspaces, choose one or more workspaces from the dropdown. Then, under Permissions choose one or more permissions from the dropdown. They will be assigned these permissions only for the workspaces you have selected. Optionally, you can select Enable Admin Access if you’d like to give them full permissions for this workspace instead.

When you’re finished, select Update user.

Workspace-level permissions being manually selected in Braze.

Under Workspaces, choose one or more workspaces from the dropdown. Then, under Permission Sets, choose one permission set. They will be assigned these permissions only for the workspaces you have selected.

When you’re finished, select Update user.

Workspace-level permissions being assigned through a permission set in Braze.

Exporting user permissions

To download list of your users and their permissions, go to Settings > Company Users, then select Export Users. A CSV file will be sent to your email address shortly.

The "Company Users" page in Braze with the "Export Users" option in focus.

List of permissions

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