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Functionality Roles
Functionality Roles

In this article it will show you the specific roles you can assign in the user management area.

Michael Batalha avatar
Written by Michael Batalha
Updated over a week ago


Has all access to Campaigns, Lists, Reporting and Assets. Restrict access in View Dashboard, Contact info, Login Inf, My default, Add users, Cancellation.

Reporting Manager Access

EPCM Reports
-view EPCM reports

Sent Tests

Search Reports

List Reports
-view list reports

-create segment from reports
-show emails in reports
-export reports
-export ID instead of email

List Manager Access

-never mail
-import history
-search contacts
-bulk unsubscribe
-hygiene history

-export lists
-delete lists
-clean+verify lists

Campaign Manager Access

-email drafts

Scheduler Manger Access

-view/edit/delete schedules

Billing Manager Access

Plans - change plan or upgrade to other plans
Billing History
-view billing history
-add/remove credit card information
Invoices- view and download invoices

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