Leveraging User Roles and Permissions in your Email Workflow
BEE Pro helps you improve your email creation workflow by letting you add multiple users - colleagues, clients, consultants, etc. - and configure what they can and cannot do.
For example, how can you prevent a junior editor from modifying the dynamic links and legal language in an email footer? And what if you didn't want a new employee to have access to important projects or clients? That's exactly the kind of thing that roles and permissions help you do in BEE Pro.
- Setting different access levels for your users
- Assigning roles to existing users
- Assigning roles to new users
- Understanding user roles
- Locking email content, template layout, or both
Roles determine what users can or cannot do in BEE Pro.
To assign roles to your users, simply visit the Manage users section by selecting that link in the top-right drop-down menu.
The Role column indicates the role that has been assigned to that user. You can choose the role when you create a new user, or by editing an existing user.
If you don't see the "Role" column, refresh your browser or clear your browser's cache.
If you already invited colleagues or clients to collaborate with you in BEE Pro before this feature was introduced, or while using the Freelancer plan, their role will be Admin by default. To change their role just hover the mouse over their current role and click on the edit icon that will be displayed.
A drop-down menu will appear and allow you to select a different role:
When you invite new collaborators, you can now assign the desired role before they access your BEE Pro account.
Each role has a default set of permissions that define what they can or cannot do in BEE Pro.
The user can manage the BEE Pro subscription. This is the only user that can purchase items (upgrade plan, add users, activate a connector, etc.).
Has access to all the features and can create and manage brands in an Agency plan. Usually, this is a person that is in charge of overall team management.
This user cannot create a brand or decide who has access to it but has all the capabilities to manage the message creation workflow inside a brand, including template management and content locking.
Typically someone that creates, edits, and export messages.
Someone that will sporadically contribute to content editing (e.g. text optimization).
|View/edit billing information|
|Cancel the subscription|
|Edit brand assignments|
|Manage brand settings|
|Lock content/edit locked content|
|Edit message content|
|Edit message settings|
|Use saved rows|
Important: review existing users' role
All users created in your BEE Pro account before this feature went live were assigned the Admin role in order not to disrupt their ability to work (i.e., they can do the same things that they were able to do before this feature went live). Remember to change their role to one of the other available roles if needed.
One of the most powerful features associated with user roles is the ability for some users to lock content that other users cannot edit. For more information, see Locking content to prevent unauthorized editing.