Built-In Groups

A Coveo Cloud organization comes with several built-in member groups. Members of these groups are granted a set of privileges that allows them to access the tools required to accomplish their duties in the Coveo Cloud administration console (see Privileges).

The Coveo Cloud built-in groups have already been granted a set of privileges that is appropriate for their duties. You can edit these groups and add members to them.

The ownership and responsibilities held by each role are unique to each business. Before adding members to a built-in group, you should revise the default privilege set of a built-in group to ensure that is in accordance with your business’ hierarchy of responsibilities is respected before assigning members to built-in groups.

Alternatively, you can create a new group from scratch, and optionally grant it a privilege set via the Preset menu.

The Coveo Cloud built-in groups have been created with specific duties in mind. The following is an overview of these original tasks but, as mentioned previously, you can edit the privilege set of a group at any moment.

Administrators

Members of the Administrators group have the highest access level for all privileges and can create resources in all domains. You should therefore only allow a few select users in the Administrators group of your Coveo Cloud organization.

The Administrators group is the only one that can manage search pages. They can modify your organization settings and implement a single sign-on method for organization members to use at login. Furthermore, administrators can access all the indexed content and query logs for troubleshooting purposes. They can also receive notifications about any type of activity occurring in the organization.

The Administrators group can’t be deleted, and its privileges can’t be edited. You can however duplicate the Administrators group, and then edit the privilege set of the new group.

Analytics Managers

Analytics managers can manage usage analytics, i.e., edit dimensions, named filters, reports, etc.

Analytics Viewers

Members of the Analytics Viewers group can access the reports that the analytics managers allowed them to see, but can’t edit these reports. The analytics viewers’ job typically requires them to review your organization usage analytics and draw conclusions.

Content Managers

Content managers have the privileges required to index content and customize how and what is retrieved. They can edit sources, fields, and indexing pipeline extensions. They can also execute queries in the Content Browser to ensure data is adequately indexed. Moreover, if your index contains secured content, content managers can manage and troubleshoot security identities and security identity providers.

Relevance Managers

Relevance managers are typically responsible for optimizing the capabilities of your Coveo solution. They can fine-tune query pipeline components such as ranking rules and featured result rules, create Coveo Machine Learning (Coveo ML) models that will learn from user behavior and help return the most relevant content, and create reports to analyze the impact of their changes.

Users

Members of the Users group can access and use your Coveo search interfaces, but can’t make any changes in the Coveo Cloud administration console.

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