Skip to content

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. You can apply permissions sets 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?

You can use Teams, permission sets, and user roles to manage company user access and responsibilities within Braze. Each feature encompasses a different collection of permissions and access-controls.

Key differences

At a high level, each feature has a different scope:

  • Permission sets control what company users can do across all workspaces.
  • Roles control what company users can do in specific workspaces.
  • Teams control the audiences that company users can reach with their messages.

Considerations for adding user permissions to Teams

You may encounter difficulties when trying to save permissions in the Braze dashboard, particularly when adding or removing users from a workspace, or adding them to a Team. The Save/Update Users button may become greyed out if the permissions for the user are identical to those they already have at the workspace level. This restriction exists because there is no benefit to having a Team if all users possess the same permissions as the entire workspace.

To successfully add a user to a Team while maintaining the same permissions, don’t assign any permissions at the workspace level. Instead, assign permissions exclusively at the team level.

Limited users

Limited users have specific permissions that allow them to manage certain aspects of the Braze dashboard while having restrictions compared to company admins and workspace admins.

Comparing limited users

Limited access error

Users may encounter messages like “You need “View Landing Pages” permissions to access this page”. In such cases, the user and account admin should verify that the required permissions are granted. If they are, try resolving the issue by disabling and then re-enabling the user’s permissions.

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. They 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 or assign a permission set or role 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.

Under Workspaces, choose one or more workspaces from the dropdown. Then, under Role, choose one role. 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 role in Braze.

Exporting user permissions

To download a 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

Creating a permission set

Use permission sets to bundle permissions related to specific subject areas or actions. You can apply permission sets 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?

You can use Teams, permission sets, and user roles to manage company user access and responsibilities within Braze. Each feature encompasses a different collection of permissions and access-controls.

Key differences

At a high level, each feature has a different scope:

  • Permission sets control what company users can do across all workspaces.
  • Roles control what company users can do in specific workspaces.
  • Teams control the audiences that company users can reach with their messages.

Considerations for adding user permissions to Teams

You may encounter difficulties when trying to save permissions in the Braze dashboard, particularly when adding or removing users from a workspace, or adding them to a Team. The Save/Update Users button may become greyed out if the permissions for the user are identical to those they already have at the workspace level. This restriction exists because there is no benefit to having a Team if all users possess the same permissions as the entire workspace.

To successfully add a user to a Team while maintaining the same permissions, don’t assign any permissions at the workspace level. Instead, assign permissions exclusively at the team level.

Limited users

Limited users have specific permissions that allow them to manage certain aspects of the Braze dashboard while having restrictions compared to company admins and workspace admins.

Comparing limited users

Limited access error

Users may encounter messages like “Limited Access. You do not have permissions to access this Page.” In such cases, the account admin should check if they can resolve the issue by disabling and re-enabling the user’s permissions.

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. They 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 to 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. Braze assigns 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. Braze assigns 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 a 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
Github   Edit this page on GitHub
New Stuff!