How to Distribute Standard User Roles' Access Rights
To simplify your team’s workflow and increase their efficiency, you can provide access to your SendPulse account and grant the rights to view and manage data.
SendPulse has 7 standard user roles. You can also create a custom user role with your own element access rights.
In this article, we will talk about how to distribute standard roles’ access rights based on what service they use.
Find out how to assign user roles and manage them in the article "How to Manage User Roles. To find out how to create a role with your own set of permissions, read the article "How to Create a Custom User Role".
User Roles
A user role is a set of permissions and restrictions that define how an individual can manage and alter what you create. An account owner has rights to all features, like providing access to other team members.
When you assign a role to your team member, you provide them with the access rights determined by this role. Let's go over the permissions each role offers.
Designer | Designing templates, website layouts, pop-ups, subscription forms, email campaigns, and online courses. These users do not have access to contacts, mailing lists, and service settings. |
Accountant | Managing pricing plans and payments. These users can view
balance and payment statistics and monitor online course students’ payments. Accountants do not have access to contacts, mailing lists, and service settings except for payment-related settings. |
Analyst | Evaluating performance statistics, viewing data, and creating and exporting reports. These users do not have access to contacts, mailing lists, and service settings. |
Editor | Editing flows and their contents. These users can manage campaigns, online courses, websites, contacts, mailing lists, pop-ups, chatbots, and service settings and export statistics and contact data (except for Automation 360 data). |
Manager | Creating, editing, and deleting elements and switching pricing plans. |
Superman | These users have the same permissions as account owners, but cannot change account owners’ access rights. |
CRM/EDU-Manager (Inviter) | Managing CRM and EDU data without access to other services. |
Permission Types by Services
You can read more about feature descriptions and access levels for each service in the article on creating a custom role in the "Select Features" section.
Payments
Manage access to your SendPulse account balance replenishment, billing history, and subscriptions.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Payments
Manage payment methods in the "Accept payments" section and pricing plans in the "My orders,” "Billing History,” "My Subscriptions," and "Add Funds” sections. |
× | ✓ | × | × | ✓ | ✓ | × |
Campaigns
Manage access to email, SMS, and Viber campaigns and access to contacts and mailing lists.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Campaigns
Manage SMS, email and Viber campaigns in the "My Campaigns" section. More The following access rights are available: View: viewing the list of scheduled and sent campaigns and statistics. Edit: the above-mentioned and creating, editing, and deleting campaigns. Edit and export reports: the above-mentioned and exporting campaign reports. |
View | × | View and export reports2 | Edit and export reports | × | ||
Mailing lists
from the list of selected ones1 Manage mailing lists in the "Mailing lists" section. More The following access rights are available: Limited view: viewing the list of mailing list names without viewing contacts. View: viewing mailing lists and their contacts. Edit: viewing, adding, editing, and deleting contacts (with variables, tags, and segments) and mailing lists. Edit and export: editing and exporting mailing lists and contacts. |
× | × | View and export2 | Edit and export | × | ||
Templates
Manage templates in the “Email Templates” section. More The following access rights are available: View: viewing custom and standard email templates. Edit: creating, editing, and deleting templates using the visual and HTML builder. |
Edit | × | View | Edit | × | ||
Subscription forms
Manage subscription forms in the “Subscription forms” section. More The following access rights are available: View: viewing created subscription forms. Edit: creating, editing, and deleting subscription forms. |
Edit | × | View | Edit | × | ||
SMS and Viber sender names
Manage sender names in the “From addresses” section. |
× | × | × | ✓ | ✓ | ✓ | × |
Email verification
Manage email verification in the “Email verification” section. |
× | × | View | ✓ | ✓ | ✓ | × |
Service pricing plans
Viewing current pricing plans and renewing subscriptions. |
× | ✓ | × | × | ✓ | ✓ | × |
Service settings
Manage settings in the “Service settings” section. More Configure campaign archives, subscription tools, domains, AMPs. |
×3 | × | × | ✓ | ✓ | ✓ | × |
1When inviting a user, you can specify which mailing lists you want to give them access to.
2Users with the "Analyst" role can also export statistics reports and view email verification reports.
3Users with the "Designer" role have partial access to the service settings, where they can manage archives and subscription tools.
Automation 360
Manage access to events and flows.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Events
Manage event lists in the “Events Manager” section. More The following access rights are available: View: viewing event lists. Edit: the above-mentioned and creating, editing, and deleting events. |
Edit | × | × | Edit | × | ||
Flows
Manage flows in the “Automations” section. More The following access rights are available: View: viewing the list of flows and their statistics. Edit: viewing, adding, editing, and deleting automation flows. Edit and export: the above-mentioned and exporting flow reports. |
Edit | × | View and export reports2 | Edit | Edit and export reports | × | |
Flow start
Starting and stopping flows. |
× | × | × | ✓ | ✓ | ✓ | × |
2Users with the "Analyst" role have additional access to statistical report export.
Chatbots
Manage access to chatbot settings and content.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Chatbots
from the list of selected ones1 Manage bots, create campaigns and flows, edit user data, and send messages in the "Chatbots" section. |
× | × | × | ✓ | ✓ | ✓ | × |
1When inviting a user, you can specify which bots you want to give them access to.
CRM
Manage access to deals, tasks, contacts, and integrations.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Pipelines
from the list of selected ones1 Manage pipelines in the “My pipelines” section. More The following access rights are available: View: viewing the pipeline list and its statistics. Create: creating new pipelines. Edit: the above-mentioned and pipeline editing. Delete: the above-mentioned and deleting pipelines with all their data and links. |
View | View,
Create, Update |
View | View,
Create, Update, Delete |
View | ||
Deals
Deal management in pipelines. More The following access rights are available: View: viewing the list of deals and their statistics. Create: creating new deals. Edit: the above-mentioned and editing deal data. Delete: the above-mentioned and deleting deals with all their data and links. |
View | View,
Create, Update, Delete |
View | ||||
Task boards
from the list of selected ones1 More The following access rights are available: View: viewing boards and all their tasks. Create: viewing and creating new task boards. Update: viewing and editing task boards Delete: deleting task boards. |
View | View,
Create, Update |
View | View,
Create, Update, Delete |
View | ||
Tasks
Manage tasks in the "My tasks” section. More The following access rights are available: View: viewing the list of tasks. Create: creating new tasks. Edit: the above-mentioned and editing task data. Delete: the above-mentioned and deleting tasks with all their data and links. |
View | View,
Create, Update, Delete |
View | ||||
Contacts
Contact management in the "Contacts” section. More The following access rights are available: View: viewing the list of contacts and blocked students. Create: adding new contacts. Update: viewing, adding, editing, and deleting contacts. Delete: deleting contacts. |
View | View,
Create, Update, Delete |
View | ||||
Integrations
Manage integrations in the “Integrations” section. More The following access rights are available: View: accessing the list of configured and available integrations. Create: accessing and setting up integrations. Update: editing integration settings. Delete: deleting integrations. |
View | × | × | View,
Create, Update, Delete |
× |
1When inviting a user, you can specify which pipelines and task boards you want to give them access to.
Website builder
Manage access to website page settings and contents.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Websites and bio link pages
Manage websites and bio link pages in the “Website” section. More The following access rights are available: View: accessing the list of created websites and bio link pages. Edit: viewing, adding, editing websites and bio link pages using the website builder and deleting, publishing, and setting up websites. Edit and export: the above-mentioned and exporting statistics. |
Edit | × | View | Edit and export | × | ||
Website pages
Manage website pages and bio link pages within a website. |
Edit | × | View | Edit | × | ||
Service pricing plans
Manage pricing plans in the “Sites pricing plans” section. View the current website builder pricing plan and switch to another one. |
× | ✓ | × | × | ✓ | ✓ | × |
Web Push Campaigns
Manage access to websites where you run web push notifications and campaign contents.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Added websites
Manage available websites in the “My Websites” section. |
× | × | View | Edit | × | ||
Automations
Manage automation flows in the “Automation” section. |
× | × | View | Edit | × | ||
Service pricing plans
View the current web push notification service pricing plan and switch to another one. |
× | ✓ | × | × | ✓ | ✓ | × |
Transactional Emails (SMTP)
Manage access to SMTP campaign settings, contents, and statistics.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Service settings
View settings to send emails via SMTP and API in the “Service settings” section. |
× | × | × | ✓ | ✓ | ✓ | × |
Statistics
Manage access to delivery and error statistics in the “Mailing history” and “Delivery Errors” sections. More The following access rights are available: View: viewing campaign history and errors. Edit: downloading campaign error reports, history, and recipient lists. |
× | × | View and export2 | Edit | × | ||
Service pricing plans
Viewing the current SMTP pricing plan and switching to another one. |
× | ✓ | × | × | ✓ | ✓ | × |
2Users with the "Analyst" role have additional access to statistical report export.
EDU
Manage access to course settings, content, students, and certificates.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Courses
from the list of selected ones1 Manage courses, homework assignments, and students in the “EDU” service. More The following access rights are available: View: viewing the list of existing courses, their status, and the number of enrolled students. Create: viewing and creating courses and inviting new students. Update: viewing and editing courses using the online course builder. Delete: viewing and deleting courses from the list. |
View | × | View | View,
Create, Update |
View,
Create, Update, Delete |
View | |
Certificates
Manage certificates in the “Certificates” section. More The following access rights are available: View: viewing the list of existing certificates. Сreate: viewing and creating certificates using the online course builder. Update: viewing and editing certificates using the online course builder. Delete: viewing and deleting certificates from the list. |
View, Create, Update, Delete | View,
Delete |
View | View,
Create, Update |
View,
Create, Update, Delete |
View | |
Service pricing plans
Viewing the current EDU pricing plan and switching to another one. |
× | ✓ | × | × | ✓ | ✓ | × |
1When inviting new users, you can specify which courses you want to give them access to.
Pop-ups
Manage access to project settings and pop-ups.
Service sections | Designer | Accountant | Analyst | Editor | Manager | Superman | CRM/EDU-Manager |
Pop-ups
Manage settings, create and edit pop-ups, view leads and statistics in the "Pop-ups" section. |
✓ | × | ✓ | ✓ | ✓ | ✓ | ✓ |
Last Updated: 14.09.2023
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