Functionality Roles



Administrator

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

Campaign Reports
-view/delete/export

EPCM Reports
-view EPCM reports

Sent Tests
-view/delete/export

Search Reports
- search/export

List Reports
-view list reports



List Manager Access

List                        
-import/view/find/delete/rename/duplicate/export/merge/confirm
-create segments
-bulk unsubscribes
-create sign up form
-clean list

Nevermail
-view/find/delete

Bounced
-view/find/delete

Import History
-view/delete

Suppression
-create/import/delete/export/rename/remove

Search Contacts
-seach/export/delete

Bulk Unsubscribe
-add list of email to unsubscribe
-import file to unsubscribe

Autopopulate
-create/view/edit/delete autopopulate

List Hygiene History
-view list cleaning in progress or finished



Campaign Manager Access

Email Campaign
-create/delete/rename folders
-create/delete/copy/move campaigns
-send tests and deploy campaigns

Email Drafts     
-edit/delete drafts

Autoresponder
-create new responder
-enable/disable/delete autoresponder

Survey             
-create new survey
-copy/delete/send to list survey
-view survey report, responses

Previews          
-multiple client previews




Scheduler Manger Access

Email campaigns
-send campaign
-schedule deployment

Schedules         
- 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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