To help manage your team members’ access to the platform functions, use the detailed permissions chart below when assigning them one of the core roles.

By default, the platform provides five core roles:

• Account Owner – all privileges
• Administrator – advanced access, account and user management
• Manager – operational access for campaigns, contacts, and workflows
• Standard – regular user access with limited editing rights
• Read-Only – view access only

Use the chart below to identify which permissions are available under each role.

If you’d like to update any of your team’s permissions, contact your Account Owner or Administrator. If you need more control, just create, customise or duplicate a role and adjust the permissions to suit your team.

Default Permissions (explained):

Account Administration

Controls overall account settings. Use these to manage billing, credits, roles, and user access. Typically limited to Owners or Admins.

• Account & Credits → View & Update Account Details, Edit Billing, Purchase Credits, Close Account
• Users → Create/Add, Remove, Assign Roles
• Roles → Create, Update, Delete
• Contact Fields → Create, Edit, Delete

Contacts

Gives access to the customer database. Covers adding, editing, deleting, importing, exporting contacts, and managing related data like notes, transactions, visits, and webforms.

• General → View, Update, Create, Delete Contacts
• Notes → View, Update, Add, Delete Notes
• Upload & Export → Upload, Export Contacts
• Webforms → View, Create, Update, Delete Webforms
• Transactions → View, Create, Update, Delete Transactions
• Visits → View, Create, Update, Delete Visits

Communication

Manages outbound communication tools. Includes creating and sending campaigns (email, SMS, push), building templates, and sharing assets with the team.

• Campaigns → Create, View, Update, Delete Campaigns
• Templates → View, Create, Edit, Delete, Share Templates

SMS Campaigns

Gives permission to send SMS campaigns directly to contacts. Useful for time-sensitive alerts, offers, or updates.

• Send SMS

Email Campaigns

Allows users to send email campaigns. They can use the drag-and-drop builder or access the HTML editor for advanced customisation.

• Send Email
• Use HTML Editor

Automation

Allows users to build and control automations. This covers creating workflows, updating or deleting them, and enabling/disabling automations that run across the account.

• Create, View, Update, Delete Automations
• Enable / Disable Automations

Integrations

Controls external connections. Users can manage integrations (activate/update/remove), generate API keys, and set up offers and vouchers to connect with third-party systems.

• General → Activate, View, Update, Delete Integrations
• API → Generate API Keys
• Offers → View, Create, Update, Delete Offers
• Vouchers → Create, Upload, Export, Update Vouchers

Reporting

Provides visibility into campaign and account performance. Users can view reports or create/edit/delete their own custom reports.

• View Campaign Report
• Create, View, Update, Delete Reports

Push Notification Campaigns

Lets users create and send push notifications to engage customers via mobile apps or connected devices.

• Send Push Notifications

Role Permissions Comparison Chart

Key:

✅ = Full access

✍️ = Draft only

👁️ = View only

✗ = No access