Assigning Roles allows you to specify various access levels for users of your account.
By default, the platform provides you with 5 core roles:
- Account Owner (all privileges)
You can view the definition of each of these roles by clicking on the View button from within Settings Roles.
Creating A New Role
To create a new role, go to the Settings page and click the + button and select Add Role.
Specify the name for the new role and provide the definition. We breakdown the role's permissions into 9 categories:
- Account Administration
- Contacts Management
- Overall Communication & Campaign Settings
- Email and SMS Marketing
- Automation / Workflow management
- Reporting access
- Creation of apps and setting up third-party integrations
- Ability to setup sub-accounts
Within each of the categories, we also provide fine grain control over the specific items/tasks that the role can perform.
Once a role has been created, it can then be assigned to existing users. It will also be available for selection when creating new users.