What are the different user roles and permissions?

There are 3 different roles for a user profile:

• Owner
• Administrator
• User

Please note that the owner role is assigned by default to the person who created the account, and it is shared with other administrators and users.

Accessing User Management Settings

To view the roles of different users on the account, go to your account settings by clicking on your avatar, and then click on 'User Management' in the 'Account' section.

If you do not see this section in your account settings, it means your role is 'User,' and you do not have the permissions to access it. Only the owner and/or an account administrator can access this section and modify user roles.

Please note that some Sarbacane applications have their own role management. This is the case for Sarbacane Chat and Sarbacane Engage. Role management can be accessed through the settings of these applications.

What are the rights associated with each role?

Owner

Owner has the same rights as an administrator. However, in practice, some information is sent only to the account owner's email address

Administrator

By default, an administrator has access to the following resources created by all users (depending on the applications you have subscribed to):

• Sarbacane Campaigns: Access to campaigns, statistics, templates.
• Sarbacane Contacts: Access to contact lists.
• Sarbacane Forms: Access to forms.
• Sarbacane Pages: Access to landing pages.

User

By default, a user has access to all resources that are authorized for the group to which they belong:

• All campaigns, statistics, and templates in Sarbacane Campaigns.
• All contact lists in Sarbacane Contacts.
• All landing pages in Sarbacane Pages.
• All forms in Sarbacane Forms.

By default, a user cannot:

For global account management:

• Share a resource with a group.
• Export statistics.
• Export contacts.

For the Campaigns application:

• Transfer templates.
• Send automatic email campaigns.
• Send automatic SMS campaigns.
• Send email campaigns.
• Send SMS campaigns.
• Send a test email.
• Send a test SMS.

For the Forms application:

• Manage publication.

For the Pages application:

• Manage publication.

For the Sendkit application:

• Manage API keys.

All these options are accessible at the user's rights management level. Only an administrator can decide to grant these rights to a user.

About Resource Sharing

An administrator or account owner can choose to share a resource or restrict the sharing of a resource with the group(s) or user(s) of their choice. The reverse is not possible (a regular user cannot hide anything from an administrator or account owner).

Please note that by default, resources (campaigns, lists, forms, landing pages) are shared with all groups and users.

To modify the sharing of a resource:

• Go to the action menu of the resource and click on 'Manage sharing rights'
• Uncheck the groups or users who should not have access to a particular resource