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.
Note: Only the User role allows for sending. Anyone needing to send items must have this role assigned.
Contents
- Profile Settings
- Contacts
- Marketplace
- Events
- Automation
X = The role can perform the action or access the settings
Profile Settings
|
Action/Setting |
Admin |
Team Admin |
Manager |
User |
|
Add Users |
X | |||
|
Add Teams |
X | |||
|
Edit Teams |
X |
X | ||
|
Branding |
X | |||
|
Handwriting |
X |
X |
X | |
|
Integrations |
X | |||
|
Enable Notifications |
X |
X |
X |
X |
|
Notification Thresholds |
X | |||
|
Gift Email Settings |
X | |||
|
Email Templates |
X | |||
|
Edit Budgets |
X |
X | ||
|
Add Funds |
X | |||
|
Edit Saved Messages |
X | |||
|
Account Settings |
X |
Contacts
|
Action/Setting |
Admin |
Team Admin |
Manager |
User |
|
View All Contacts |
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/Setting |
Admin |
Team Admin |
Manager |
User |
|
Approve Items |
X |
X | ||
|
Create Direct Mail |
X |
X | ||
|
Approve Direct Mail |
X |
X | ||
|
Assign Items to Teams |
X |
X | ||
|
Send As Other Users |
X |
X* | ||
|
Send Approved Items |
X | |||
|
Delete Approved Items |
X |
Note: The User role is the only role that allows for sending of items. Anyone looking to send must have this role.
*Team Admins can only send as other users on the team where they have the Team Admin role
Events
|
Action/Setting |
Admin |
Team Admin |
Manager |
User |
|
View Event Marketplace |
X |
X | ||
|
Request Event |
X |
X | ||
|
Edit Approved Event Details |
X |
X | ||
|
Assign Events to Teams |
X |
X | ||
|
View Approved Events |
X |
X |
X |
X |
Automation
|
Action/Settings |
Admin |
Team Admin |
Manager |
User |
|
Create MagicLinks |
X | |||
|
See All MagicLinks |
X |
X | ||
|
Approve MagicLink Orders | X |
|
X | |
|
Create Subscriptions |
X |
X | ||
|
Disable Subscriptions |
X |
X |
X |
X |
**Team Admins can approve MagicLinks within their assigned team.