User Permission Roles
Sendlane account Owners and Admins can add or edit additional user permissions at any time. Review the chart below to determine which user role is most appropriate for your additional user.
If users try to access a page or action that is restricted from their user permission role, they will see a grayed-out button or be redirected to the Dashboard.
Any user in a Sendlane account can contact Sendlane's 24/7 chat support or the account's assigned Customer Success Manager!
Available User Roles
Owner
The Owner role is assigned to the user who created the Sendlane account. Owners are not restricted from any actions in the Sendlane account. Sendlane sometimes sends automated emails to account owners regarding administration and compliance.
Admin
Admins can perform any action in the Sendlane account but will not receive automated account or compliance-related emails.
Manager
Managers are restricted from billing actions, changing the account's password, adding or editing other additional users, and exporting Contacts.
Content Creators
Content Creators are restricted from billing actions, changing the account's password, adding or editing other additional users, exporting Contacts, and sending or activating email or SMS messages.
User Role Permissions
The actions below are restricted to at least one user permission level. Actions not listed, like creating lists or adding nodes to automations, are available to all permission levels.
|
Owner | Admin | Manager | Content Creator |
Receives account communication from Sendlane | β | π« | π« | π« |
All billing actions | β | β
|
π« | π« |
Change account password | β | β
|
π« | π« |
Add & edit users | β | β | π« | π« |
Export Contacts | β | β | π« | π« |
Generate and download report center reports |
β | β | β | π« |
Send Campaigns | β | β | β | π« |
Activate and deactivate Automations | β | β | β | π« |
Create & edit Campaign or Automation emails | β | β | β | β |
Create a new Automation | β | β | β | β |
Activate Automation emails |
β | β | β | β |