Each of your contributing Team Members have their own set of permissions for what they can and can't do or access to inside of your Instance.
The Team Members page inside of your settings shows all of your current Team Members and information about their involvement in your Instance as well as their permissions. To see the Team Members page, go to Settings > Team Members.
Please Note: Only Administrators can alter these permissions. If you are not an Administrator and you want to change your permissions, you will need to talk to an admin to accomplish this task.
Review Current Team Member Permissions
To see which permissions a Team Member already has, the Team Member Card displays a summary of their permissions and information. There are three ways to access the Team Member card from Settings > Team Members.
Simply click on the Team Member’s name.
Click on the Ellipse menu button to the right of the Team Member’s name, then click View.
Click on the Administrator or # Permissions link under the Permissions column.
Permissions Tab
The default tab that will appear is the Permissions tab, which displays the actions that the Team Member can and can’t do.
Select the Edit Team Member button if you need to make changes to a Team Member's permissions. For more information about what each permission allows, please review the section below: Permission Definitions
Details Tab
Under the Details tab, you can view information about each of your Team Members such as:
Email Address: The email address used for that Team Member in your Instance.
Date Added: The date and time that the individual was added as a Team Member in your Instance.
Added By: Who added this individual as a Team Member in your Instance.
Last Login: The date and time that this Team Member last logged into your Instance.
Total Posts: The total number of content that this Team Member has created as new. This does not include users who hit "publish" on a draft or authors.
You also have the ability to Edit Team Member information or permissions on the bottom right in the Details tab.
For information on managing Team Members, please review: How to Add or Remove Team Members
Permission Definitions
Administrator
Full access to all features and Settings, plus the ability to add, edit, or delete Team Members. Admins are specifically noted with a Crown Icon when shown.
Create Content
Create Content for your organization's Content distribution.
If a Team Member has the Approve Content permission, Content they create will skip the Queue and go straight to Approved.
If they do not have the Approve Content permission, Content they create will go into Queue for another user to approve.
Approve Content
Edit and approve Content to be made available for your Content Channels.
Manage Content Settings
Add Content Sources, update Content Controls.
Manage Audience
View, Add to, change, delete, and update your Audience and Segments.
View Audience
View all Audience Members from Audience Table. If this is disabled, it will not affect users with Blast and Insights access to review Audience members in those sections.
Manage Audience Controls
Toggle ON/OFF the: Welcome Email, Allow Unsubscribe, Show GDPR Compliance, and Allow Domains. This control also gives the Team Member access to add domains that can either be restricted or allowed by your Instance.
Create Blasts
Create a Blast for your Audience Members. If this Team Member does not have the Send Blasts permission, the Blasts they create require another user to schedule or send.
Send Blasts
Schedule and send a Blast to all or part of your Audience.
Manage Blast Controls
Create Sender Proxies and set default branding for Blasts.
View Insights
View, create, and share reports about your Content, Blast, and Audience performance.
Manage Settings
Change all Settings, including Branding, sending, and style defaults. This permission does not include access to manage Team Members.
If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.