Terminology

Account owners are the people who have access to every part of the platform, including the billing section. We recommend only one or two people have this level of access.

This account type has a wide range of access too, but they don’t have access to the billing information. This role is ideal for your managers who will be overseeing a lot of people through their journeys.

Contributors only get a very limited amount of access to the platform. They can see what they need to accomplish to help move along the journey, but can’t see how other people are progressing. This role type is ideal for people that only play a limited role within your journeys, like buddies.

This is the most basic role and is mainly for the people who are going through the journeys, in most cases, a new employee getting onboarded. They will only be able to see what they need to complete in order to move along in their journey.

Journeys are the complete package. It’s the whole experience from who gets what and when things get rolled out. Journeys are usually focused on a large group of people, for example new hires during onboarding, but they are customizable enough to fit any of your situations.

Each step in a journey is something someone has to complete. They either have to read your content, answer your questions, or do whatever the step asks of them. Their progress in the journey is dependent on how many steps they have completed.

Items are the things that make up steps. You can almost think of them as pages. For example, you can place a content builder page to handle any text or photos you’d like to use.

Components are the most basic part of your journeys. They are the actual blocks that you add your content to. For example, you can use the text component to add text to your content builder.

As you will notice when building or editing your journeys, we make a difference between team members and employees. This difference is to help keep assigning roles and responsibilities straight. A team member is someone who is playing a helping role in a journey (like a buddy, Payroll, I.T., etc.). An employee is the person who is the main subject of a journey (like a new hire).