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Rae Permissions and Data Access

Learn how Rae follows employee permissions to provide access only to the brands, events, and information each team member can view.

Written by Naomi Sherman

Rae follows the access of the person asking. Set the employee’s brand and feature permissions before expecting Rae to answer about that business or event.

Before you start

An account owner or authorized administrator needs to know the person’s role and permitted brands.

In Releventful

  1. Click Settings > Employees > Manage Employees and select the employee.

  2. In Employee details, review Administrative access and Business access. For limited access, choose Employee and the permitted business brands, then click Save details.

  3. Open Feature permissions, adjust the job-specific access, click Save draft, then Apply permissions.

  4. Ask the employee to sign in and try a representative Rae question. Confirm the source report or event is one they can normally open.

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