User Roles
Define and manage user roles within the system by setting specific permissions and access levels for each role. User roles help ensure appropriate access to features, promoting security and efficiency in managing user interactions.
Overview
User roles define the permissions and capabilities available to users assigned to a package. Each role contains a set of permissions that control access to features and actions.
+------------------+ +------------------+ +------------------+
| USER ROLE | ---> | PACKAGE | ---> | USER |
| (permissions) | | (includes role) | | (has access) |
+------------------+ +------------------+ +------------------+
Viewing User Roles
Navigate to Users → User Roles to view all configured roles.
Page Features
| Element | Description |
|---|---|
| Add User Role + | Create a new role |
| Show entries | Control page size |
| Search | Find specific roles |
Table Columns
| Column | Description |
|---|---|
| ID | Unique role identifier |
| Role Name | Name of the permission profile |
| Created on | Role creation date |
| Actions | Row action menu |
Row Actions
Click the ⋯ menu on any row to access:
| Action | Description |
|---|---|
| Edit | Modify role permissions |
| Delete | Remove the role |
Creating a User Role
Navigate to Users → User Roles and click Add User Role +.
Configure Role Permissions
Role Name *
Enter a descriptive name for the role.
Examples:
- "Basic Access"
- "Campaign Manager"
- "Full Access"
- "Read Only"
Check All
Click Check All to enable all permissions at once.
Search Permissions
Use the search box to find specific permissions by name.
Permissions Tree
Permissions are organized in a hierarchical tree structure:
[ ] Parent Category
[ ] Child Permission 1
[ ] Child Permission 2
[ ] Child Permission 3
- Checking a parent enables all child permissions
- Unchecking a parent disables all child permissions
- Individual permissions can be selected independently
Permission Categories
Contact Lists
| Permission | Description |
|---|---|
| Add a list | Create new contact lists |
| Make a copy | Duplicate existing lists |
| Merge into another list | Combine lists together |
| Move contacts to another list | Transfer contacts between lists |
| Split List | Divide a list into multiple lists |
| Edit List | Modify list settings |
| Delete Lists | Remove individual lists |
| Delete lists Bulk | Remove multiple lists at once |
Contacts
| Permission | Description |
|---|---|
| Add a contact | Create new contacts |
| View contact details | Access contact information |
| View contact log | See contact activity history |
| Edit contact | Modify contact data |
| Delete contacts | Remove contacts |
| Import contacts | Bulk import contacts |
| Export contacts | Download contact data |
| Bulk contacts update | Mass update contact fields |
Custom Fields
| Permission | Description |
|---|---|
| Add a custom field | Create new fields |
| Edit custom field | Modify field settings |
| Delete custom fields | Remove fields |
Segmentation
| Permission | Description |
|---|---|
| Add a segment | Create segments |
| View segment criteria | See segment rules |
| View contacts | View contacts in segment |
| Delete segments | Remove segments |
| Export segments | Download segment data |
Broadcasts
| Permission | Description |
|---|---|
| Add a broadcast | Create broadcasts |
| Edit broadcast | Modify broadcasts |
| Delete broadcasts | Remove broadcasts |
| Make a copy | Duplicate broadcasts |
| Schedule broadcast | Schedule sending |
| View scheduled broadcasts | See scheduled queue |
| Delete scheduled broadcasts | Cancel scheduled broadcasts |
Drip Campaigns
| Permission | Description |
|---|---|
| View Drips | Access drip campaigns |
| Add drip group | Create drip groups |
| Add a drip | Create drip messages |
| Edit drip | Modify drip settings |
| Delete drips | Remove drip messages |
| Start drip campaigns | Activate drip campaigns |
Split Tests
| Permission | Description |
|---|---|
| Create a split test | Set up A/B tests |
| Edit split test | Modify test settings |
| Delete split tests | Remove tests |
Triggers
| Permission | Description |
|---|---|
| Add a trigger | Create automation triggers |
| Edit trigger | Modify trigger settings |
| Delete triggers | Remove triggers |
Sending Nodes
| Permission | Description |
|---|---|
| Add a sending node | Configure SMTP/API connections |
| Edit sending node | Modify node settings |
| Delete sending nodes | Remove nodes |
| Test Connection | Verify node connectivity |
Sending Domains
| Permission | Description |
|---|---|
| Add a sending domain | Register sending domains |
| Edit sending domain | Modify domain settings |
| Delete sending domains | Remove domains |
Web Forms
| Permission | Description |
|---|---|
| Create a web form | Build subscription forms |
| Edit web form | Modify form settings |
| Delete web forms | Remove forms |
| Get HTML content | Access embed code |
Statistics
| Permission | Description |
|---|---|
| Broadcast statistics | View campaign performance |
| Trigger Statistics | View trigger performance |
| Detailed Stats | Access granular analytics |
| Export Statistics | Download reports |
Suppression
| Permission | Description |
|---|---|
| Email Suppression | Manage suppressed email addresses |
| Domains Suppression | Manage suppressed domains |
| IP Suppression | Manage suppressed IP addresses |
Saving the Role
Click Save to create or update the role.
Click Cancel to discard changes.
Editing a Role
- Click the ⋯ menu on a role row
- Select Edit
- Modify role name or permissions
- Click Save
Immediate Effect
Changes to role permissions immediately affect all users assigned to packages using this role.
Deleting a Role
- Click the ⋯ menu on a role row
- Select Delete
- Confirm deletion
Packages Affected
You cannot delete a role that is assigned to a package. Remove the role from all packages first.
Example Roles
Basic Access
Minimal permissions for viewing and basic operations:
Permissions:
- Contact Lists: View only
- Contacts: View contact details, View contact log
- Broadcasts: View only
- Statistics: Broadcast statistics
Campaign Manager
Permissions for managing campaigns without administrative access:
Permissions:
- Contact Lists: All
- Contacts: All except Delete
- Custom Fields: View only
- Broadcasts: All
- Drip Campaigns: All
- Split Tests: All
- Statistics: All
Full Access
Complete access to all features:
Permissions:
- All permissions enabled (use Check All)
Read Only
View-only access for monitoring:
Permissions:
- Contact Lists: View only
- Contacts: View contact details, View contact log
- Broadcasts: View only
- Statistics: All
- No edit, delete, or create permissions
Role Hierarchy
Understanding Hierarchy
Permissions follow a parent-child structure:
- Module Level - Access to the entire module
- Feature Level - Access to specific features within a module
- Action Level - Ability to perform specific actions
Example Hierarchy
Contact Lists (Module)
├── Add a list (Action)
├── Edit List (Action)
├── Delete Lists (Action)
├── Delete lists Bulk (Action)
├── Make a copy (Feature)
├── Split List (Feature)
├── Merge into another list (Feature)
└── Move contacts to another list (Feature)
Enabling the parent category grants access to view the module, but specific actions require their individual permissions.
Best Practices
Role Design
- Least privilege - Grant only necessary permissions
- Clear naming - Use descriptive role names
- Logical grouping - Group related permissions
- Document purpose - Note what each role is for
Permission Assignment
- Review carefully - Audit permissions before saving
- Test thoroughly - Verify access as the role
- Start restrictive - Add permissions as needed
- Regular audits - Review roles periodically
Maintenance
- Update consistently - Keep roles aligned with policies
- Remove unused - Delete roles not in use
- Monitor usage - Track which roles are assigned
- Version control - Document role changes
Troubleshooting
User Cannot Access Feature
Possible causes:
- Permission not granted in role
- Role not assigned to package
- Package not assigned to user
Solutions:
- Check role permissions
- Verify package includes role
- Confirm user's package assignment
Permission Changes Not Applied
Possible causes:
- User session cache
- Browser cache
Solutions:
- Have user log out and back in
- Clear browser cache
- Verify role is saved
Cannot Delete Role
Possible causes:
- Role assigned to packages
Solutions:
- Remove role from all packages first
- Assign different role to packages
Next Steps
- Packages - Assign roles to packages
- Users - Manage user accounts
- Staff Management - Administrator roles and permissions