Account Types

Account Types

Within the Marketing Engine dashboard, there are two account types of users with distinct roles and permissions. These user roles help maintain efficient workflows by ensuring each user has access only to the tools and data necessary for their specific responsibilities.

Administrators

These users have comprehensive access and control over the platform's settings and features. Their responsibilities include:

  • Managing other users and assigning roles.

  • Configuring platform settings, such as integrations or data pipelines.

  • Viewing and analyzing platform-wide metrics and reports.

  • Handling all administrative tasks to maintain smooth operations.

Account User

These users typically have limited access based on their assigned roles. Their access is tailored to specific functionalities they need to perform, such as:

  • Creating or managing campaigns.

  • Viewing reports relevant to their tasks.

  • Interacting with data specific to their assignments.

  • Limited permissions to edit or configure platform-wide settings.

Account Type Capabilities

Capabilities
Account User
Administrator

Dashboard Access

βœ”
βœ”

Campaign Management (Create, Edit, Delete)

βœ”
βœ”

Audience & Contact Management

βœ”
βœ”

Automation & Journey Creation

βœ”
βœ”

Access to Reports & Analytics

βœ”
βœ”

Template & Content Management

βœ”
βœ”

Email & SMS Sending Permissions

βœ”
βœ”

Integration Settings Access

X
βœ”

User Management (Add/Remove Users, Assign Roles)

X
βœ”

Settings & Subscription Management

X
βœ”

API & Webhook Configuration

X
βœ”

Reset Another User's Password

X
X

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