User roles and their corresponding permissions determine what content management, site management, or user management tasks you can perform in iAPPS Marketier.
User roles allow you to provide individuals in your organization varying levels of access to Marketier functionality. This is useful for creating Workflows where a number of users may have specific roles in the management of your iAPPS installation or email programs.
The table below provides an overview of the different user roles and the tasks each role has permissions to perform. A user might have one, several, or all of the user roles and permissions shown in the table.
User Group |
Permissions |
---|---|
Marketier Admin |
All iAPPS Marketier functionality except Site Administrator functions |
Library Admin |
Managie all libraries except email templates. |
Site Administrator |
Manage links, workflows, users and user groups, Salesforce.com settings. |
Installation Administrator |
Manage users and site settings |
Global Campaign Approver Global Publisher |
Add campaigns, editing campaigns they created, assessing campaign effectiveness, managing contacts and distribution lists. |
Marketer |
All iAPPS Marketier email and response campaign functionality but not Administrative functionality such as managing users or workflows. They can only edit campaigns that they have created. |
The following tables show which user roles have permission to perform various tasks.
Tasks/User Role |
Marketier Admin |
Admin |
Approver |
Publisher |
Marketer |
Library Admin |
---|---|---|---|---|---|---|
Email Groups menus: |
|
|
|
|
|
|
Add group |
P |
P |
P |
P |
P |
|
Edit group |
P |
P |
P |
P |
P |
|
Email menus: |
|
|
|
|
|
|
Add email |
P |
P |
P |
P |
P |
|
Copy to new |
P |
P |
P |
P |
P |
|
Edit email |
P |
P |
* |
* |
* |
|
Save as Draft |
P |
P |
P |
P |
P |
|
View email results |
P |
P |
P |
P |
P |
|
View Watched Events |
P |
P |
P |
P |
P |
|
Edit landing pages |
P |
|
|
|
|
|
Submit into Workflow |
P |
P |
P |
P |
P |
|
Publish |
P |
|
|
P |
|
|
Search Contacts |
P |
P |
P |
P |
P |
|
Import contacts |
P |
P |
P |
P |
P |
|
Distribution lists |
P |
P |
P |
P |
P |
|
Content Items |
P |
P |
P |
P |
P |
P |
Images |
P |
P |
P |
P |
P |
P |
Files |
P |
P |
P |
P |
P |
P |
Email Templates |
P |
P |
|
|
|
|
Content Definition |
P |
P |
P |
P |
P |
P |
* Only for emails that this user created.
Tasks/User Role |
Marketier Admin |
Site Admin |
Install Admin |
---|---|---|---|
Managed Links |
P |
P |
|
Workflows |
P |
P |
|
Change Password |
P |
P |
P |
Developer Configurations |
P |
P |
P |
Add Users | P | P | |
Modify Users | P | P | P |
Add Groups |
P | ||
Modify Groups | P | P |