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The team member roles and their permissions

Our platform now allows you to add various types of team members, with differing roles and permissions, to your account. Depending on their specific role, each team member can perform certain types of actions within an account while not being able to perform others.


Let's take a closer look!

1. Hover over the Account icon at the top right corner of your Dashboard page, to expand the menu and then click on the Settings option on the drop-down menu appearing.team_member_roles_and_permissions_1.png

 

2. Tap on the Team members tab on the menu on the left.team_member_roles_and_permissions_2.png

 

3. Click on the Add new button.team_mebers_and_their_permissions_3.png

 

 

A new page appears, displaying all the team member role options available.team_mebers_and_their_permissions_4.png

 

The available team member options are:

  • Owner
    The owner is the creator of the account who can do everything and is the only one who is able to add and delete team members.
  • Admin
    Admins can do everything.
  • Admin Observer
    Observers can view everything but they can't save changes.
  • Manager
    Managers have full permission for the specific account they were added to.
  • Viewer
    Viewers' permission is only given for this specific account. Viewers can't save and have no access to Account or Billing.
  • Gdpr viewer
    A Viewer, who can't see any subscriber personal data.
  • Designer
    A Viewer, who can also save inside the Campaigns and Landing Pages designer.

A more detailed description of what each team member can and cannot do is available at the bottom of the page.

4. To view the permissions associated with each team member role, check the circle next to the role name to select it and then scroll to the bottom of the page to view its permissions.team_mebers_and_their_permissions_5.png

 

Alternatively, you can view a full description of all team member roles and permissions in the table below:team_mebers_and_their_permissions_6.png

 

Now that you know what each team member is able to do within an account, take a look at how to manage team members on your account, as well!