Account Manager: What Are The Different Types Of Permissions? What Do They Stand For?

Last Updated: Oct 26 2017 12:42 pm UTC

In our platform, we have five levels of permissions: Account Manager, List Manager, Collaborator, Watcher, and Custom.

To give someone permission to access the account go to the User Management section. This is available on the right top corner of the page, under Account, in the drop-down menu.

By default you will see Owner as one of the types as well - the Owner is the creator of the account.

By clicking on the “Add Another User” button you will be redirected to the invitation page where you will be able to choose permission levels for your sub-users.

Permission types available:

  • Account Manager – the Account Manager has full access but s/he cannot close the account. Only the account creator (Owner) can close the account.
  • List Manager - this user can access lists, add, edit, unsubscribe and delete contacts. You can select which lists will be available to this user.
  • Collaborator - has full access to the email and SMS campaigns, create and edit templates, but s/he cannot send campaigns.
  • Watcher - can access reports, export overview XLS and PDF reports. S/he can also see individual subscriber details, but cannot export them.
  • Custom - create custom permission schemes, select which actions are allowed.

 Detailed permission type table.

 

User permissions

Account Manager

List Manager

Collaborator

Watcher

Custom

Account actions

User management includes:

(adding users, revoke account access, set up user access level)
   

 

 

On / Off

Manage company & billing information includes:

(change billing information, change name of the company, add/edit sender IDs

 

 

 

 

On / Off

Add or access API keys

 

 

 

 

On / Off

Domain Authentication

 

 

 

 

On / Off

Close account

 

 

 

 

On / Off

User action

Account Manager

List Manager

Collaborator

Watcher

Custom

List management

View lists

 

 

 

 

On / Off

List export

 

 

 

 

On / Off

List import

 

 

 

 

On / Off

Add/edit subscribers

 

 

 

 

On / Off

Delete/unsubscribe subscribers

 

 

 

 

On / Off

View and manage segments

 

 

 

 

On / Off

Edit list settings

 

 

 

 

On / Off

User action

Account Manager

List Manager

Collaborator

Watcher

Custom

Campaigns

Create/Import templates

 

 

 

 

On / Off

Edit templates

 

 

 

 

On / Off

Create campaigns

 

 

 

 

On / Off

Edit campaigns

 

 

 

 

On / Off

Send campaigns

 

 

 

 

On / Off

Delete campaigns

 

 

 

 

On / Off

Create autoresponders

 

 

 

 

On / Off

Activate autoresponders

 

 

 

 

On / Off

Manage surveys

 

 

 

 

On / Off

Create SMS campaigns

 

 

 

 

On / Off

Send SMS campaigns

 

 

 

 

On / Off

User action

Account Manager

List Manager

Collaborator

Watcher

Custom

Reports

View summary reports

 

 

 

 

On / Off

View full reports

 

 

 

 

On / Off

Summary report export

 

 

 

 

On / Off

Full report export

 

 

 

 

On / Off

 


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