What roles can I assign to users?
There are two types of roles you can assign to users:
- Predefined roles called Administrator, Marketer, and Designer. They all come with their own set of predefined permissions.
- Custom roles — these are roles you create by defining the permissions you want the users to have.
What predefined roles can I assign?
Each predefined role is designed to give users access to specific areas of your account. Additionally, the roles have different permissions based on the types of privileges you’ve given them. The privileges allow them to either view (access but not manage) or manage (change, add, create) the account features.
Assign this role to users you want to have full control over your account (except for Billing). Administrators have access to all features and can manage their functions.
Assign this role to users you want to have access to specific features in your account. Users you’ve assigned this tole to will be able to:
- edit their name and email information
- create and send newsletters
- create and publish landing pages (but they won’t be able to manage custom domains)
- create and publish forms and surveys
- create, schedule, and host webinars
- access all pipelines
Assign this role to users who are responsible for designing your forms, newsletters, or landing pages. You’ll also need to specify which lists they have access to. They’ll be able to edit newsletters but won’t be able to send them.
You’ll be able to reject or approve the newsletters they create on the Moderate messages page (for more information on message moderation, go to Where do I review newsletters a Designer creates). Go to Manage landing pages or Manage forms to review and publish the landing pages or forms they create. With forms and landing pages, they’ll be able to create but not publish them.
How do I create custom roles?
The Team feature lets you create an unlimited number of roles. With custom roles, you decide what types of permissions users have. This is done by answering a series of questions designed to define which parts of the account users can see and what privileges they have (no access, partial access, full access). Note: If you give users access to marketing automation but have restricted their access to other account features, they’ll still be able to use them in workflows. Access to marketing automation also means that they’ll have access to all your lists. They’ll be able to create and send newsletters, too.
To create a role, log into your GetResponse account and:
- Go to Profile>>Team.
- On the Manage roles page, click Add role
- Enter the name. It’s best to create a descriptive name, like “blog editor” or “reviewer”
- Select accesses for the role by answering the questions about the type of permissions users receive.
- Click Create.
To view and edit roles, go to the Manage roles page. After you’ve created the role, you can add a user and assign it to them. Remember that you can assign only one role per user.