Assigning a role determines what each user can see and do in your account. It’s part of managing users, ensuring that every person has the right access level for their responsibilities.
🔐 Permissions required (see Roles & Permissions Overview for details)
Who can assign roles: Account Owners or users with Custom Roles that include the Assign Role permission
If you don’t have access: You won’t see the Settings > Users tab or the Assign Role option. Contact your Account Owner or Administrator.
Topics:
Why assign a role to a user?
Assigning roles to a user helps:
- Maintain security by limiting access to sensitive areas
- Improve efficiency by tailoring tools to each role
- Support scalability as teams grow or change
When to assign a role?
Use Assign Role when:
- Adding a new user to your account
- Updating access for an existing user who has changed roles or responsibilities
How to Assign a Role?
- Go to Profile (top-right corner) > Settings > Users
- Find the user whose access you want to assign a role
- Select Assign Role
4. Choose a role from the dropdown and Submit to save changes.
Types of Roles Available. You can assign any System Role or Custom Role that already exists in your account. These are the five core roles:
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- 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
💡Tip: Limit high-level permissions (like Account Owner) to reduce security risks. Easily assign or update user roles to control access levels, keep your account secure and ensure each team member has the right permissions.