You can give your users custom permission, to a limited feature in your platform.

Follow these steps to customize user access permissions in your platform:

1- Navigate to the Users section of your platform.
2- Locate the user whose permissions you want to customize, and click Edit next to their name.


3- In the Customize User Permissions section, select the specific features or permissions you want the user to have.

  • Selecting a feature allows the user to access it when they log in.

Below the list of available features and permissions to choose from:

Features

  • Social Media: Enable access to Social Media posting, streams and analytics (Social section).
  • Email Marketing: Enable access to send email campaigns (Email section).
  • Dashboard Report: Enable access to the reporting dashboard (Dashboard section).
  • Account Users: Enable access to add, edit or delete a user.
  • Google Analytics: Enable access to Google Analytics.
  • Visual Automation: Enable access to create automations (Automation section).
  • Goal Tracking: Enable access to create and track goals.
  • Site Popups: Enable access to create site popups.
  • Lead Scoring: Enable access to create lead score/status.
  • User Groups: Enable access to create group for users.
  • Landing pages: Enable access to create landing pages (Landing page section).
  • SMS Automation: Enable access to send SMS using automation (Twilio SMS).
  • Heatmap: Enable access to check your website heatmap.
  • Litmus Email test: Enable access to send test email.
  • Browser Push Notification: Enable access to create a browser push.
  • Enhanced Email Validation – 1,000 credits: Enable access to use the email validation tool for contacts.
  • Scheduling Calendar: Enable access to create booking calendars.
  • Webhooks: Enable access to create and use Webhooks.

Features Addons

  • Salesforce Sync.
  • Hubspot Sync.
  • Zoho Sync
  • Pipeline Manager: Enable access to task manager (Pipeline Manager section).
  • Campaign Groups: Enable access to campaign group to move or copy assets from one account to another.
  • Insightly.
  • Custom SMTP: Enable access to configure custom SMTP.
  • Twilio Call Tracking: Enable access to Twilio Call.
  • Subject Line Analysis: Enable access to email subject analysis tool.
  • Predictive Sending: Enable access to use predictive sending for email sending.
  • Copy AI assistant: Enable access to copy AI assistant for writing email/SMS/social post content.
  • Multi-Channel AI Chatbot – 50 messages: Enable access to create AI Chatbot (AI Chatbot section).

Permissions:

  • General Settings: Enable access to Settings.
  • Billing: Enable access to billing section.
  • Affiliate program: Enable access to affiliate program.
  • Social Links: Enable access to social links analytics in social media section.
  • Whitelabel: Enable access to Whitelabel tab in settings.
  • Add-on Center: Enable access to purchase or cancel add0ns.
  • 3rd Party Connection Center: Enable access to connect 3rd party tool accounts.
  • Coupon Redemption: Enable access to coupon redemption option.
  • Dashboard: Enable access to Dashboard section.
  • Delete Leads: Enable access to delete a contact.
  • Contacts: Enable access to Contacts section.
  • Lists: Enable access to add, edit and delete Lists.
  • Audiences: Enable access to create, edit and delete audiences.
  • Integrations: Enable access to Integration section.
  • Change Plan: Enable access to change the account plan.
  • Lead Scoring: Enable access to create lead score/status.
  • Goals: Enable access to create and track goals.
  • Custom Lists: Enable access to only specific lists. Check this link for more details.
  • Custom Social Groups: Enable access to only specific social groups.
  • Full Content Bank Access: Enable access to Content Bank feature.
  • Limited Contacts: Limit access to only see the contacts without the ability to edit or delete.

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