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USER PERMISSION SETTINGS

How To Set Up Your User Permission Settings 

Step 1: AVAILABLE PERMISSIONS

  1. There are two profiles that can be applied to an account, as explained below.
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Step 2. FULL ACCESS

  1. The account owner serves as the primary contact and has full account access. By default, anyone else added to the account is also granted full access, meaning they have access to use or edit everything, except another user's password.
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Step 3. LIMITED ACCOUNT ACCESS

  1. When adding a new account user, you can select Limit account access to restrict access to certain features.
    1. A user with limited account access will not see any of the following menu options displayed when they click their account profile image, at the top right:
    2. Billing Manage
    3. Team Integrations
  2. Also, the options under Account settings are different. People with limited access are restricted from accessing the following:
    1. Company details
    2. Customize (customization settings for the account) Authentication
    3. Analytics tracking settings API keys
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  3. Access to the following parts of the application can be granted to limited access accounts:
    1. Campaigns
      1. Send campaigns (and manage campaign tags)
      2. Import their own designs (import complete custom coded HTML emails from a computer or the web)
      3. Build or import their own templates
        1. (import custom coded HTML templates, or build an email builder template)
      4. Run design/spam tests
      5. See reports
      6. See subscriber details
      7. Automation 
      8. Transactional
      9. Lists & Subscribers
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Step 4. CHANGE PERMISSION SETTINGS

  1. To change what a person has access to:
    1. Click your profile image at the top right, then select Manage team.
    2. Select Limit account access, then select from the available permissions.
    3. Click Save [name].
      1. READ ARTICLE