In our platform, we have five levels of permissions: Account Manager, List Manager, Collaborator, Watcher, and Custom.
To give someone permission to access the account go to the User Management section. This is available on the right top corner of the page, under Account, in the drop-down menu.
By default you will see Owner as one of the types as well - the Owner is the creator of the account.
By clicking on the “Add Another User” button you will be redirected to the invitation page where you will be able to choose permission levels for your sub-users.
Permission types available:
- Account Manager – the Account Manager has full access but s/he cannot close the account. Only the account creator (Owner) can close the account.
- List Manager - this user can access lists, add, edit, unsubscribe and delete contacts. You can select which lists will be available to this user.
- Collaborator - has full access to the email and SMS campaigns, create and edit templates, but s/he cannot send campaigns.
- Watcher - can access reports, export overview XLS and PDF reports. S/he can also see individual subscriber details, but cannot export them.
- Custom - create custom permission schemes, select which actions are allowed.
Detailed permission type table.
User permissions |
Account Manager |
List Manager |
Collaborator |
Watcher |
Custom |
Account actions |
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User management includes: (adding users, revoke account access, set up user access level) |
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On / Off |
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Manage company & billing information includes: (change billing information, change name of the company, add/edit sender IDs |
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On / Off |
Add or access API keys |
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On / Off |
Domain Authentication |
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On / Off |
Close account |
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On / Off |
User action |
Account Manager |
List Manager |
Collaborator |
Watcher |
Custom |
List management |
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View lists |
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On / Off |
List export |
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On / Off |
List import |
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On / Off |
Add/edit subscribers |
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On / Off |
Delete/unsubscribe subscribers |
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On / Off |
View and manage segments |
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On / Off |
Edit list settings |
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On / Off |
User action |
Account Manager |
List Manager |
Collaborator |
Watcher |
Custom |
Campaigns |
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Create/Import templates |
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On / Off |
Edit templates |
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On / Off |
Create campaigns |
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On / Off |
Edit campaigns |
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On / Off |
Send campaigns |
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On / Off |
Delete campaigns |
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On / Off |
Create autoresponders |
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On / Off |
Activate autoresponders |
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On / Off |
Manage surveys |
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On / Off |
Create SMS campaigns |
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On / Off |
Send SMS campaigns |
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On / Off |
User action |
Account Manager |
List Manager |
Collaborator |
Watcher |
Custom |
Reports |
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View summary reports |
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On / Off |
View full reports |
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On / Off |
Summary report export |
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On / Off |
Full report export |
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On / Off |