Coveo Cloud V1 Organization User Roles

A Coveo Organization user has one of the following roles in a given Organization:

Role

Description


Owner

A user that creates a Coveo Organization automatically becomes the owner of this Organization. The owner has all permissions for the Organization and is automatically an administrator. Only one user can be the owner of an Organization at a time. The owner can transfer the owner role to another user (see Managing Your Coveo Cloud V1 Organization Settings).


Administrator

The owner or an administrator can grant the administrator role to one or more users to allow them to perform management tasks (e.g., managing Fields and Backup schedules) within the Organization.


Search Content Manager

The search content manager has access to the Source and Content Browser pages under Search Content in the administration console. These pages allow, among other things, the user to manage sources for which he or she is the owner and inspect the indexed content in the Organization.

The search content manager role can be granted to every other roles besides Invited.

A user can also have the search content manager role.


Analytics Manager

The analytics manager has access to all pages under Analytics in the administration console. These pages allow the user to analyze usage analytics data such as queries, keywords, and clicked items, in the context of search engine optimization (SEO).


Analytics Viewer

The analytics viewer has also access to all pages under Analytics in the administration console. He can only view the usage analytics reports to which he has access, but he cannot modify reports or create new ones.


Relevance Analyst

The relevance analyst has access and can edit the Ranking Weights, Stop Words and Thesaurus pages under Search Optimization in the administration console. These pages allow the user to test new and existing SEO strategies to optimize search results relevance that can be based on feedback from the analytics manager.


User

A normal user of an Organization can access the Organization.


Invited

The users that were invited to join the Coveo Organization but that have not yet completed the sign up process. They are waiting to become normal users.

The Organization owner and administrator(s) can cancel invitations and revoke access for undesirable users.

The following table indicates the permissions associated with each role.

Task

Owner

Administrator

Search Content Manager

Analytics Manager

Analytics Viewer

Relevance Analyst

User

Invite

Access the Organization
Create sources
View usage analytics reports *
Manage usage analytics reports
Optimize search solution
Remove sources
Invite users
Revoke access/Cancel invitation
Grant/revoke admin role
Transfer owner role

* Only view the usage analytics reports to which they have access (see Managing Usage Analytics Report Access in Reports).