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Roles and Access

Learn about the roles of Organization Administrator, Workspace Manager, Campaign Designer and Campaign Owner, as well as their levels of access.

Roles and Access

Organization Administrator

The Organization Administrator has complete access to all settings for an entire organization’s account, including organization settings and billing and plan management. This role grants full access to the organization, including billing details, all workspaces and their resources, and guest management. This role may invite new guests to specific workspaces or as organization administrators.

Workspace Manager

The Workspace Manager has complete access to all settings for their assigned workspace, and is essentially the “sub-organization admin” for a workspace. This role grants full access to assigned workspaces and all campaigns, audiences, creatives, users, events, and channels. This role may invite new guests to any managed workspaces and assign the Campaign Owner role.

Campaign Designer

Campaign Designers specifically have access to campaign features within their assigned workspace. Campaign Designers can only run and terminate campaigns that are in test mode, unless they are upgraded to Campaign Owners for the specific campaigns where they require enhanced permissions. This role allows limited access to assigned workspaces, but can manage campaigns, audiences, and creatives as long as they are not associated with any live campaigns. This role may invite new guests as Campaign Designers to assigned workspaces.

Campaign Owner

Campaign Owners have the access of Campaign Designers but can run or terminate real campaigns.

Roles and Access Matrix

 

Organization Admin

Global permissions

Workspace Manager

Permissions are specific to workspaces in which a guest is assigned this role

Campaign Designer

Permissions specific to workspaces in which a guest is assigned this role

Campaign Owner

Permissions are additive to roles already specified on the left and are specific to campaigns in which a guest is assigned this role

Organization Settings

Login

ALLOW

ALLOW

ALLOW

 

View and manage Organization details

ALLOW

-

-

 

Billing Details

View and manage Plans & Pricing

ALLOW

-

-

 

Workspaces

Create

ALLOW

-

-

 

View

ALLOW

ALLOW

ALLOW

 

Update

ALLOW

ALLOW

-

 

Delete

ALLOW

-

-

 

Invitations & Approvals

Invite an Organization Admin

ALLOW

-

-

 

Invite a Workspace Manager

ALLOW

ALLOW

-

 

Invite a Campaign Designer

ALLOW

ALLOW

ALLOW

 

Upgrade guest to Campaign Owner

ALLOW

ALLOW

-

 

Campaigns

Create

ALLOW

ALLOW

ALLOW

 

Read

ALLOW

ALLOW

ALLOW

 

Update

ALLOW

ALLOW

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Delete

ALLOW

ALLOW

ALLOW

 

Run - Test mode

ALLOW

ALLOW

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Run - Actual

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-

ALLOW

Terminate - Test

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ALLOW

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Terminate - Actual

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ALLOW

-

ALLOW

Audiences

Create

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ALLOW

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Read

ALLOW

ALLOW

ALLOW

 

Update

ALLOW

ALLOW

ALLOW

 

Delete

ALLOW

ALLOW

ALLOW

 

Creatives

Create

ALLOW

ALLOW

ALLOW

-

Read

ALLOW

ALLOW

ALLOW

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Update

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ALLOW

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-

Delete

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Users

Bulk Import User List

ALLOW

ALLOW

-

 

Create

N/A

N/A

N/A

N/A

Read

ALLOW

ALLOW

ALLOW

 

Update

N/A

N/A

N/A

N/A

Delete

N/A

N/A

N/A

N/A

Events

Create Events

N/A

N/A

N/A

N/A

Read Events

ALLOW

ALLOW

ALLOW

 

Update Events

N/A

N/A

N/A

N/A

Delete Events

N/A

N/A

N/A

N/A

Channels

Create

ALLOW

ALLOW

 

 

Read

ALLOW

ALLOW

ALLOW

 

Update

ALLOW

ALLOW

 

 

Delete

ALLOW

ALLOW