User roles & permissions
This article applies to the Team and Enterprise BEE Pro plans.
Leveraging User Roles and Permissions in your Email Workflow
BEE Pro helps you improve your email creation workflow by letting you add multiple users. You can also configure what they can and cannot do.
For example, how can you prevent a junior editor from modifying important content? 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 can help you accomplish.
Keep in mind that there are two types of users in BEE Pro: members and viewers. When working with members, there are several user roles you can assign them. However, viewers are a unique type of user; their role is built directly into their user type.
Enterprise subscribers can also use Advanced Permissions to limit a user's editing permissions.
Roles determine what users can or cannot do in BEE Pro.
To assign roles to your members, visit the Manage users section of your account. The link is available in the top-right drop-down menu. Note that this section is only available to the owner and admins.
Click on the member that you want to edit.
The Role drop-down menu indicates the role assigned to that member. You can choose the role when you create a new member, or by editing an existing member.
Assigning roles to new members
If you want to add a new member to your team, click Invite a new team member!
Fill in the form where you can set which workspaces they will have access to. Once complete, you can click Invite to send the invitation. If you need to invite another member immediately, click Invite & assign next to do so.
The viewer is unique because the role is tied directly to the user type.
Viewers must be invited by using the Invite a viewer button.
A viewer's role cannot be changed unless they are upgraded to a member, which is a paid type of user. Only the account owner can upgrade a viewer to a member.
For more information on Viewers, please refer to Working with Viewers in BEE Pro.
Each role has a default set of permissions that define what they can or cannot do in BEE Pro.
This user manages the BEE Pro subscription. This is the only user that can purchase items (upgrade plan, add users, etc.).
This user has access to all the features and can create and manage workspace in an Enterprise plan. Usually, this is a person that is in charge of overall team management.
This user has all the capabilities to manage the design creation workflow inside a workspace.
This user is someone that creates, edits, and exports designs.
This user is someone that will contribute to content editing (e.g. text optimization).
This is a collaborative user with permission to comment on designs created in BEE Pro. They cannot make any changes or edits.
|View/edit billing information|
|Cancel the subscription|
|Purchase/remove additional users|
|Edit workspace assignments|
|Manage workspace settings|
|Lock content/edit locked content|
|Edit display condition|
|Edit design content|
|Edit design settings|
|Use saved rows|
|Send test email|
One of the most powerful features associated with user roles is the ability to lock content. For more information, see Locking content to prevent unauthorized editing.
If you have any questions, feel free to contact us.