Role-based permissions help you ensure everyone on your team has the right level of access to your account. Depending on your team's needs, there are three main ways to manage user access:
1. Standard Setup: Use Default Roles
If you want to quickly organize your team without customizing individual permissions, you can use our three preset roles:
- Admin: Full access to everything, including managing roles and user permissions.
- Manager: Full access to all platform features and tools, but cannot access "Roles" settings or user management.
- View-only: A read-only role perfect for those who need to view data or campaigns without the ability to change anything.
2. Fully Customized: Tailored Permissions
For brands with specific security or workflow needs, you can customize user permissions as needed—though this is entirely optional.
- Custom Roles: You can create specialized roles (e.g., "Analytics User" or "Marketing Specialist") with specific permissions for different areas like sign-up units, journeys, or messaging.
- Granular Control: For every area of the platform, you can decide if a role has the power to View, Create, Edit, or Delete.
How to Manage Roles and Permissions
How to Create or Edit a Role
Admins can define custom roles to fit their team's specific workflow:
- Go to Settings > Roles.
- Click + Add role or select an existing role to edit it.
- Enter a Role name and Description.
- In the Role access settings table, check the boxes for the specific privileges (View, Create, Edit, Delete) you want to grant for each area.
- Click Create role (or save) to apply the changes.
Set a role as the default
Follow these steps to set a role as the default for new users:
- Navigate to Settings > Roles. Locate the desired role and select the more options (three-dot) icon, then choose Make Default
How to Assign or Change a Teammate’s Role
Only an Admin can change a user's role:
- Go to Settings > User management.
- Find the user in the list.
- Click the User role dropdown next to their name and select the new role.
- Note: Each user can only have one assigned role.
- When adding a new user,
Managing Permissions for Newly Released Features
When new features launch, permissions must be assigned so your team can use them. To save you time, Default permissions for new features are used to automate this process.
How Presets Work You can set a default permission level for each role so they automatically get access to new tools the moment they go live.
Key Rules for Roles:
- Default Roles: The Admin, Manager, and View-only roles are pre-configured to handle new features automatically. You generally don't need to change these.
- Custom Roles: You must choose a preset for custom roles. If no preset is selected, these users will not see or access new features until an Admin manually updates them.
- Setup: You can choose a preset when creating a new role or update it later by editing an existing role under Settings > Roles.