Engage uses permissions to grant access to information and functions in the system. There are separate permissions for almost every task in the system, allowing extremely precise control of which users can see and do what.

Advantages​

  • Set permissions for system users so they can only view or change specific elements in Engage.

  • Restrict access to personal data.

  • Limit which users can export personal and account data from the system.

  • Use custom user roles to set permissions that match the roles and responsibilities in your organization.

Roles​

In Engage, permissions are not granted to individual users directly, but to roles. Roles make it easy to set up standard permission profiles for groups of users with similar access needs. Each role has a default set of permissions that govern the functions and data that the user can access.

  • System roles determine access rights for Engage users. For more information, see ​System User Roles and Types​.

  • Contact and guest roles determine access rights for non-users. Permissions that require access to the Engage user interface are not available to these roles. For more information, see Contact and Guest Roles​.

  • Group roles grant access to functionality within a group. For more information, see Group Roles​.

The system and group roles assigned to each user account determine the extent to which they can access information and use Engage.

Example

You assign a user to a system role that lets them view but not send messages and a group role that lets them manage membership in all groups. This configuration would allow a manager responsible for segmentation to preview a message and import contacts to groups that match the target criteria for the message.

Your system is equipped with a set number of group and system roles. The default permissions assigned to each role reflect common user types. You can customize the permission assignments to create access profiles that exactly correspond to the structure of your organization and the responsibilities of each system user. For additional assistance, contact your customer service representative.

Group Permissions​

Group permissions define access related to groups. These permissions determine which users can, for example, create a group, import contacts, send messages and view message statistics. You assign group permissions to group roles. You can also assign group permissions to system roles that override general or group-specific permissions. Use group permissions and group roles to grant access to activities to users responsible for digital marketing and communication activity.

For a complete list of group permissions, see ​Group Permissions​.

Global Permissions​

Global permissions define access related to specific Engage features and administrative activities. You assign global permissions to system roles. A restricted set of global permissions is also available for contact and guest roles. Use global permissions to grant access to specific features and restrict access to customer data.

For a complete list of global permissions, see Global Permissions​.

Related Procedures​