Roles can be assigned to your users to differentiate who has control over certain features and settings. Assigning roles takes just a few clicks. The purpose of this article is to overview actions/settings each role has available to them.

Roles can be assigned and combined. For example, a marketer may need to be able to send as their CEO. They would need to be assigned the Admin, Manager, and User roles to do so.

Note: Only the User role allows for sending. Anyone needing to send items must have this role assigned.

Contents

  1. Profile Settings

  2. Contacts

  3. Marketplace

  4. Events

  5. Automation

  6. Reporting


X = The role can perform the action or access the settings

Profile Settings

Action/Setting

Admin

Manager

User

Add Users

X

Add/Edit Teams

X

Branding

X

Handwriting

X

X

X

Integrations

X

Enable Notifications

X

X

X

Notification Thresholds

X

Gift Email Settings

X

Address Refresh

X

Email Templates

X

Resource Checklist

X

X

X

Edit Budgets

X

Add Funds

X

Edit Saved Messages

X

Account Settings

X


Contacts

Action

Admin

Manager

User

View All Contacts

X

X

View My Contacts

X

X

X

See Others Contacts

X

X

Create Contacts

X

X

X

Import Contacts

X

X

X

Create Tags

X

X

X

Add Lists

X

X

X

Add Favorites

X

X

X

Delete Contacts

X

X

X


Marketplace

Action

Admin

Manager

User

Approve Items

X

Recommend Items

X

Create Direct Mail

X

Approve Direct Mail

X

Assign Items to Teams

X

Send Approved Items

X

Note: The User role is the only role that allows for sending of items. This is a User license. Anyone looking to send must have this role. If you need to add more licenses please reach out to your Account Manager.


Events

Action

Admin

Manager

User

View Event Marketplace

X

Request Event

X

Edit Approved Event Details

X

Assign Events to Teams

X

View Approved Events

X

X

X


Automation

Action

Admin

Manager

User

Create MagicLinks

X

X

See All MagicLinks

X

X

X

Send MagicLinks

X

X

X

Create Playbooks

X

Disable Playbooks

X

X

X


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