User roles and Permissions
Our User Roles are divided into three categories, each with different permissions and restrictions. All Users don't need access to all tools and Profile data.
Depending on the type of User, you will have different levels of Section Access in your account.
In this Article
Account Owner
The Account Owner is created with a new Account and has full access to all data and tools. There will be at least one Account Owner on each account.
An Account Owner manages the access to tools and Sections for each User. The Account Owner can assign or revoke other Admins and Restricted Users on the account with different Roles, in the Account Settings.
Note that all Roles can be appointed or revoked by our Customer Service. However, appointing or revoking the Account Owner will only be done via our Customer Service. If you need help with adjusting user roles, contact Customer Service via the email associated with the Account Owner.
About Admin Users
Admin users are created by the Account Owner.
Admin Users can invite Restricted Users, and assign tool permission to them.
However, they are not able to assign or revoke other users as Admin users.
By default, Admin Users automatically have access to use and manage all tools and Sections.
About Regular Users
A User - Regular User or Restricted User - has a limited set of permissions. A User is given access to individual tools by either the Account Owner, or an Admin.
A Restricted User doesn't have access to the Account Settings, except for updating their user profile information. Restricted Users are created without permissions by default, and must have Section access granted by the Account Owner or Admin User.
Editing Users
To get an overview of your Users:
1. Go to Account Settings, in the top right corner.
2. Proceed to Users tab in the left menu.
Here, you see all Users in your account, with their individual roles and permissions.
3. To edit or remove a User, select User, and in the Bottom bar, click Edit or Remove User.
Please, note that only an Account Owner has the ability to remove and edit Admin Users and Restricted Users.
Admin Users can remove and edit all Restricted Users.
Users categories
You at the top displays your User Roles and which tools you have permission to use.
Account Users lists all other Users in your account, with their User roles and which tools they have permission to use.
Deactivated Users lists all those previous Users who have had their roles deactivated by the Account Owner. Only name and email address will be displayed here.
Permissions
User permissions determine what tools and Sections a User has access to. Permission is assigned by Account Owners and Admin Users.
The tool permissions and Visible Sections that each User has access to will correspond with what data and activities are needed for their role.
Section access
Make sure you adjust the Section access for new Users, since new Users are created without permissions by default.
To edit a User's permissions:
1. Select User in the list.
2. Click Edit in the Bottom bar.
3. Tick the boxes that correspond with the permissions you wish to provide.
Assigning Admin User
As Account Owner, you can assign or revoke Admin Users by ticking or unticking the Admin checkbox. Located in the bottom left corner.
Once a user has been assigned as Admin, it will gain permissions for all tools and Sections.
Please note that Templates and Assets are Account-wide, and are available across all Sections, regardless of User Role.
💡Tip! If you have Templates and Assets that are Section specific, we recommend that you state the Section they belong to in the name, to avoid any confusion for your Users.
For example, if you have an email Template that is only used for one Section, and another Template only used for another Section, name them Heartland - Christmas Template, and Dinner Delights - Christmas Template.
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