In the Admin module of Spotler MailPro, the Roles page allows you to configure different user roles. In this article, you will learn how to create a new role, assign permissions, and manage existing roles.
On this page you have the following options:
Overview roles
The Roles page in the Admin module displays all available roles in your account. When starting with a new license, the only role available is the Superuser role. You can manage role permissions to control what users can view and edit.
In this menu, you can view the roles and more details about those roles, such as:
- Name
- If the role may send final emails
- If the role must use approval before sending emails
- The role rights (whether one can view and edit certain parts of an account)
- Areas (whether certain modules and tabs are visible for a user)
- Users: which users have these roles assigned
- Actions: edit, copy or delete the specific role
Here are examples of two different roles:
-
Content creator
If your marketing team consists of several people, or if you are using external companies that design your emails, you may not want them to have access to all the information. Creating a "content creator" role may be a good idea. For these users, all you need to do is select Mails as the area the user has access to. All other menu items will be invisible to this role. When it comes to rights, you can also decide whether these users can create, edit or delete mails. -
Data analyst
You can create a special role for data analysts. These users can see all statistics, but they cannot create or send mails, and they will not have access to your contacts.
New role addition
Follow these steps to create a new role:
Step 1 Copy the Superuser role
The first step is to click the Copy button next to the Superuser role. This is the only role available when starting with a new license. Copying this role will create a new role with the same permissions.
Step 2 Give the new role a name
After copying the role, give the new role a unique name and click OK to confirm.
Step 3 Edit permissions
Click the Edit button for the new role to customize its permissions. You can adjust access to modules by selecting or deselecting checkboxes under the View and Edit columns. For example, if a functionality is checked, the user assigned this role will have access to it.
Step 4 Save changes
Once you have configured the permissions, click OK to save the changes. The updated role rights will apply to all users assigned to this role.
Step 5 Manage role rights
Navigate to the Role Rights section to select and manage the permissions of the role you just created. You can adjust which areas and modules are accessible to the role. Visit the Role rights page within the Admin module to manage more rights.
How to manage permissions effectively
When adjusting permissions, ensure you are only granting necessary access to minimize potential security risks. Regularly review and update role permissions as your team and needs evolve.
Frequently Asked Questions
Can a user have multiple roles?
Yes, it is possible for a user to have multiple roles. If a user/admin has access to different roles, they can switch between them via the "options" link in the upper right corner of the ribbon. After that, they can select a different role.