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
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Contacts
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Marketplace
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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
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Automation
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**Team Admins can approve MagicLinks within their assigned team.