User Access Details

Last update: 2023-07-21

What do Admins and non-Admins have access to?

Admin User Permissions

Admins can view all templates.

Admins can view all campaigns.

Admins can view all email activity.

Admins can see all of the people on a running campaign.

All people records can be accessed in the Everyone group.

Admins can stop campaigns on behalf of users.

Non-Admin User Permissions

  • Analytics:

    • Users can see team analytics
    • Users can drill into just the teams they belong to
    • Users can look at their own analytics
  • Relationships Page:

    • Users can share groups with everyone
    • Users can share groups with just the teams they belong to
    • When a user is deleted, their shared contacts transfer ownership to the Master Admin who deleted the user
  • Sales Beat - Next and Live Feed:

    • Users can view the ‘everyone’ view
    • Users can filter by the team(s) they belong to
    • User can share posts with everyone
    • Users can share posts with just the team(s) they belong to
  • Team Management Page:

    • Cannot view
  • Templates Page:

    • Users can share templates with everyone
    • Users can share templates in categories their Admins allow them to
    • When a user is removed from a team, their templates are unshared with that team
    • When a user is deleted from a team their templates transfer ownership to the Master Admin who deleted the user

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