MySheerID gives User Admins granular control over what their team members can see and do through Roles. Roles define which actions a user can take, such as viewing, creating, editing, or deleting items.
To edit a user's role:
- Log in to MySheerID
- Click the company name menu in the bottom left corner of the page
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Click Team
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Find the user for which you would like to edit access by scanning through the list or using the search box at the top of the page
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Click Manage Roles on the overflow menu to open the dialog box
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Make your selections and click Save
User role types
On your Team page, users are categorized into three primary role types:
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Account Owner: The original creator of the SheerID account for your organization
- At creation, this user is automatically assigned the following roles:
- User Admin
- Program Admin
- Reporter
- Reward Admin
- Customer Service
- Customer Service Specialist
- Customer PII
- Only one user is allowed to be designated as the Account Owner in an account
- Reassigning the Account Owner role requires help from the SheerID Product Support team
- At creation, this user is automatically assigned the following roles:
- Admin: Admins can invite team members, adjust roles, and change permissions
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User: Any user who is not an account owner and does not have the User Admin role will appear as a User. New team members are created with the default roles:
- Program Admin
- Reporter
- Reward Admin
Role logic for consumer PII
Access to Personally Identifiable Information (PII) depends on how you retrieve data from MySheerID:
- Individual records: Viewing a single consumer record in the Customer Search tool requires one of the Customer Service roles. Viewing single records through the REST API endpoint requires the Reporter role.
- Bulk downloads: Downloading bulk verification reports with PII from the Reporting Center requires both the Reporter and Person Data roles.
User types guide
| User Type | Roles required | Default features | Notes |
| Account Owner |
The following roles are assigned by default and can be removed:
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Complete account access and full admin functionality. By design, account owners have access to do some things in MySheerID that cannot be granted only through roles | Assigned to the original account creator. Transferring this designation requires assistance from SheerID Product Support |
| Admin | User Admin | Access to Settings (Users and Accounts tabs), user invitations, and role changes | Granted automatically to Account Owners and assigned to any user given the User Admin role |
| User | Any except User Admin | Access determined by the individual roles granted | Most team members will be this user type. Invited users default to this type |
Roles guide
| Role | Default features | Notes |
| User Admin | Access to Settings (Users and Account tabs), user invitations and role changes. Required to configure roles on Client applications, as well as for users on the Team page | Granted automatically to Account Owners |
Reports
| Role | Default features | Notes |
| Reporter | Access to Reporting area, all reporting dashboards enabled on the account, CSV verification exports, and Bundles reports | Required to view reporting dashboards. Bulk verification downloads with PII also require the Person Data role |
| Person Data | Ability to create and download verification reports containing consumer PII | Adds consumer name, email, date of birth, and metadata to CSV reports. Ensure proper marketing consent before using PII |
Customer Service
Customers that provide their own customer service can use our dedicated special roles. To set up the user appropriately, select a base role, either Customer Service or Customer Service Limited Access, then apply the supplemental roles as needed.
| Role | Role type | Default features | Notes |
| Customer Service Limited Access | Base | Access to Customer Search tool and restricted verification data | Base role required for customer service; redacts consumer date of birth |
| Customer Service | Base | Access to Customer Search tool and full consumer verification history | Base role required for customer service |
| Customer Service Specialist | Supplemental | Adds ability to view and download consumer documents in Customer Search tool | Supplemental role; requires a base Customer Service role to function |
| Customer Service Manager | Supplemental | Ability to view and download consumer documents in Customer Search; adds upload to auto-approve documents, consumer PII purge, and ability to reset redemption limits | Supplemental role offering the highest support access level; requires a base Customer Service role to function |
Program Management roles
| Role | Default features | Notes |
| Program Admin | Full program creation and editing in the Programs area | Granted by default to new users |
| Message Admin | Ability to edit form and email text in the program builder | Allows text editing without granting full program editing privileges; redundant if the user has the Program Admin role |
| Reward Admin | Ability to upload reward code pools and receive pool email alerts | Granted by default to new users |
Developers
| Role | Default features | Notes |
| API Access | Access to REST API endpoints, and Access Management page (featuring Client applications for setting up dynamic tokens) |
Enables token management and API integration NOTE: To configure roles for Client applications, the user must hold the User Admin role in addition to API Access |
Offboarding team members
Your organization is responsible for disabling access when team members leave. Deactivate departed users immediately to maintain account security. You can find steps to add users here.
Managing your account roles
We encourage you to manage your team roles directly in MySheerID to ensure your team members have the exact access they need. If you need help transferring an Account Owner role, the SheerID Product Support team is available to assist you.