Create additional user role types and permissions

0 Votes

I was very disappointed in the lack of robustness related to setting up Users. Only three types are available, and provide no granular selection of capability. For example, I would have loved being able to define different Account Managers having a variety of allowances - one can create and publish, while another can create, delete, and publish. Given the new world realities, we are hiring third-parties to maintain our programs, and they do not need to be able to delete our contact or our mailing lists. Nor do they need to be able to see our billing details. This is TMI for outsourced companies. I hope this makes sense, and is considered a reasonable expectation in 2021.

14 Comments
WUCNetwork
Regular Participant
I want to give access only to pull analytics.
LChadroff
Participant

I'm an owner of a business and owner of the constant account...I only wanted to add an admin as a user in constant so he can add contacts when we get new clients...its an admin task ....but i didn't necessarily want him to have access to campaigns ...so i don't like that you don't have that option. i just made him a mgr w access to both since its the only way to give him access to contacts.

moonlightb
Participant
Account Manager should not have the privileges to see anything relating to billing/payment. Right now the role of Account Manager seems to close to Account Owner. Is it possible to update the Account Manager to not view billing activity and account settings. Reports are fine. But anything really dealing with the account settings and billing/payment should only be for Account owner.
SPMCFoundations
Occasional Participant
Please add an additional user access level for someone who may need access to reporting, but should not have access to any billing or account-level information. This is helpful when working with vendors for reporting reasons. They would not need to be able to send campaigns.
TTFWatershed
Frequent Participant
Due to the mandatory 2-factor authentification, we need to set up user profiles for our employees BUT these user roles are much too rigid, and are based off of the assumption that were a large enough organization where people either do data entry or create the emails. Our nonprofit is pretty small so we share a lot of roles. The way we operate, we have at least 4 people who need to add, remove, and edit contacts AND add, remove, and edit campaigns. You should create a user profile option that has all privileges except billing activity, account settings, as well as an overall account manager who can access everything.
PamS21
Frequent Participant
Need a user role that can create and publish/send a campaign, but not access business/administrative roles like billing, user management, etc. Some defaults like from email address
anna.f
Member

With the change to MFA, I am going to set up multiple users on our account. It would be so helpful if more than one person could manage payment details and user permissions. What if the account owner is out of the office? It does not make sense not to have backup person with full access. Your customers should be allowed to choose their account permissions based on their team structure and security needs. The current single-owner policy is very limiting.

JohnM5539
Participant

There needs to be a role where a user can add/delete email addresses, send out campaigns but not have access to restricted account info (ie billing).  It would be great if there could be an Owner Role that has full access and then a similar role restricting certain functions on the account.

AldoC
Participant

I need my employees not to be able to copy my contacts lists, or take it with them. But to be able to imput contacts into my mailing lists. Many thanks.

ShradhaC0
Participant

Hello,

 

At this point (April 2022), the account manager role gives ability to export emails and campaign creator cannot publish.

 

We have roles in company where we want folks to create campaign and publish it to a list but not have ability to export the email list we have curated with effort.

 

So need some fine tuning of permissions here. 

RickD22
Participant

Hi, It would be great to have more options to manage our users. Some ideas would include: 1. Campaigns could be able to create campaigns and send them - ONLY 2. Contacts could be added to or added and removed but not have access to all the data about contacts - as in they should not be able to view subscriber #'s nor download the entire list. Feel free to call me if you'd like more info Deanne on beahalf of Rick 

Caitlin_M
Administrator
Status changed to: Acknowledged

Hi all. Thank you all so much for taking the time to explain what types of permissions you would wish to select when adding or editing users. We’ve compiled and discussed much of this feedback you’ve shared internally. There are no immediate developments pertaining to this request, but we are continuing to share the feedback and use cases discussed here. We will mark this as Acknowledged and will post any updates we may hear from our teams.

Senatore
Participant

Campaigns should not be accessible to all users. Creators should have the option to decide who (if anyone) has editing rights to their email campaign. 

KirstenE86724
Participant
This is a good added feature. However it is lacking in choice of roles. For example, a typical business/organization has a minimum of 5 roles (President, VP, Secretary, Treasurer, etc.). You only allow 2 rolls. I am the treasure and the invoice emails go to the owner. The owner forwards invoices to me for payment. Where is the option for billing inquiries only? It's very limited when it comes to assigning roles.
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