This article details the differences between Sendoso roles and permissions.
For additional training on Teams & Users, check out this Sendoso University course!
By default, there are four types of user roles available in Sendoso:
- Department Admin
A role is defined via two dimensions: scope and permissions.
A permission is a specific capability (e.g. ability to manage users), while a scope defines the domain within which a user can exercise this capability (e.g. only manage users within my current team).
Default Role Scopes
|Admin||Organization (entire account/instance)|
Note that scope only applies to the following permissions. Any permission not in the below list will give access to the entire account:
- Manage users
- Manage departments
- Manage teams
- Manage custom roles
- Assign teams to departments
- Assign roles to users
- Reassign users
- Manage user spending limit
- Manage templates
- Manage touches
- Assign touches
- Sending assigned touches
- View send tracker
- View analytics
Default Role Permissions
Below are the permissions assigned to default roles:
Organization & User Management
|Manage Users (create / delete / change roles)||✅||✅||✅|
|Manage Departments (create / edit / delete)||✅|
|Manage Teams (create / edit / delete)||✅||✅|
|User Invites: Allow all email domains||✅|
|Manage Custom Roles (create / edit / delete)||✅|
|Assign teams to departments||✅||✅|
|Assign roles to users||✅||✅||✅|
Account Balance Management
|Manage Funding Sources (create / edit / delete)||✅||✅|
|View Funding Sources||✅||✅||✅|
|Manage User Spending Limit||✅||✅|
|Assign Funding Sources||✅||✅|
|View Activity Feed||✅||✅||✅|
|View Invoices and Receipts||✅||✅||✅|
Touch & Template Permissions
|Manage Templates (create / edit / delete)||✅||✅||✅||✅|
|Manage Touches (create / edit / archive)||✅||✅||✅|
|Manage Integrations (able to set up integrations and view triggered send approval queue)||✅||✅||✅|
|Manage swag stores (create / edit / archive)||✅||✅||✅|
|Manage Inventory (add / edit / archive)||✅||✅||✅|
|Sending assigned touches||✅||✅||✅||✅|
|View Send Tracker||✅||✅||✅||✅|
Changing a User's Role
To change a user’s role, select the Team Settings link through the menu in the top-right corner of the app.
Then navigate to the Users tab at the top.
Search for the user whose role you'd like to change in the search field at the top.
Either select the checkbox to the left of the user's name, or click the three dots to the right of that user's role and select Change Role.
In the pop-up window, find the role you'd like to assign this user. Click Select and then Confirm your choice.
Changing Multiple Users' Roles
If you have multiple users who need role changes, you can update them at the same time in bulk. Simply select the checkbox to the left of each user's name and click Change Role at the bottom of the page.
You can also change those users' teams or remove those users.
If you are on the Pro or Enterprise subscription plan, you can create custom roles for your users. Click here to learn more.