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Simplified Roles: Choose Your Access Model

Table of Contents

We've introduced a new setting to simplify how you manage user permissions in your organization. Organization Admins can now choose between Advanced Roles and Simple Roles.

  • Simple Roles (Advanced Roles = Off):
    • User roles are simplified to just Admin or User.
    • All users have access to all campaigns within the organization. This is ideal for smaller teams or organizations that don't require granular access control.
  • Advanced Roles (Advanced Roles = On):
    • Access works exactly as it did before this update.
    • You have access to Global Roles: Manager, Editor, and Viewer.
    • Admins can manage which users have which global roles and their access across different campaigns.

How to Manage This Setting:

This new toggle can be managed in:

  • Organization Admins: In Organization > Security
  • Platform Admins: In Admin > Organization

We've made the names of the core roles in the platform simpler and clearer:

  • Role (previously called "Organization Role" or "Global Role") is your overall access level in the organization:
    • Manager / Editor / Viewer / No Role / Admin (if Advanced Roles are enabled)
    • User / Admin (if Advanced Roles are disabled)

User roles when Advanced Permissions are OFF:

User Overview

User roles when Advanced Permissions are ON:

Assign a role while inviting a user

  • Org Admins can now select the Role when inviting a new user to the org:
    • Open the Invite screen from the organization user list.
    • Enter the user’s email and any required details.
    • Use the new Role dropdown in the invite form to choose the user’s global role:
      • Manager / Editor / Viewer / No Role / Admin, when Advanced Role = on
      • User / Admin, when Advanced Roles = off
  • The user which approves the invite, they join with the selected Role already applied, so they can see and work on campaigns right away.
  • If needed, adjust their Teams membership later for more granular, per-campaign permission

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