Default User Roles
Account Engagement includes four default user roles: Administrator, Marketing, Sales Manager, and Sales. You can’t edit the default user roles.
Required Editions
| Available in: All Account Engagement Editions |
Administrator Role
Administrators have access to all settings, prospect data, and modules.
Marketing Role
Marketing users have control over prospect data and marketing modules, including creating lists, forms, and landing pages and sending list emails.
Sales Manager Role
Sales Managers have access to all prospect data and visitors but no marketing functionality. Sales Managers can send one-to-one emails to prospects, but can’t send list emails.
Sales
Sales users only have access to prospect management functionality. Sales users can send one-to-one emails to prospects but can’t send list emails. They can view, edit, and export the prospects assigned to them.
Role Permissions
Note A user with No Access for an asset type can’t view details for those assets, but can see
the asset names in the app. For example, a user with the View permission for Forms can see a
list of landing pages that a form is used on. However, if they don’t have View access to Landing
Pages, they can’t view details for landing pages.
| Module | Administrator | Marketing | Sales Manager | Sales |
|---|---|---|---|---|
| Prospects Analytics graphic | View | View | No access | No access |
| Prospects table | View all | View all | View all | View only prospects assigned to self |
| Identified Companies table | View | View | No access | No access |
| Marketing Calendar | View, Create/Edit Custom Events, Delete Custom Events | View, Create/Edit Custom Events, Delete Custom Events | No access | No access |
| Module | Administrator | Marketing | Sales Manager | Sales |
|---|---|---|---|---|
| Automation Rules | View, Create/Edit, Delete, Resume | View, Create/Edit, Delete, Resume | No access | No access |
| Campaigns | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report, no access to associated prospects list | No access |
| Content | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report, no access to lists of content, view access to specific pieces of content via direct link | No access to lists of content (except for lists of image files), view access to specific pieces of content via direct link |
| Drip Programs | View, Create/Edit, Delete, Resume, View Report | View, Create/Edit, Delete, Resume, View Report | View Report | No access |
| Emails | View, Create/Edit, Delete, Send to List, Send One-to-One, View Report, Send Operational | View, Create/Edit, Delete, Send to List, Send One-to-One, View Report | Send One-to-One, View Report, view One-to-One drafts for prospects assigned to self | Send One-to-One, view One-to-One drafts for prospects assigned to self |
| Email Templates | View, Create/Edit, Delete, View Report, view templates not assigned to self | View, Create/Edit, Delete, View Report, view templates not assigned to self | View Report | No access |
| Email Preference Center | View, Create/Edit, Delete | View, Create/Edit, Delete | No access to list, view access to a specific page via direct link | No access to list, view access to a specific page via direct link |
| Email Unsubscribe Page | View, Create/Edit | View, Create/Edit | View | View |
| Engagement Studio | View, Create/Edit, Delete | View, Create/Edit, Delete | View | No access |
| Events | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report | No access to list, view access to a specific event via direct link |
| Forms | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report, no access to list, view access to a specific form via direct link | No access to list, view access to a specific form via direct link |
| Form Handlers | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report, no access to list, view access to a specific form handler via direct link | No access to list, view access to a specific form handler via direct link |
| Landing Pages | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report, no access to list, view access to a specific landing page via direct link | No access to list, view access to a specific landing page via direct link |
| Multivariate Tests | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report, no access to list, view access to a specific multivariate test via direct link | No access to list, view access to a specific multivariate test via direct link |
| Layout Templates | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | No access | No access |
| Page Actions | View, Create/Edit, Delete | View, Create/Edit, Delete | No access | No access |
| Search Marketing: Keywords | View, Create/Edit, Delete | View, Create/Edit, Delete | No access | No access |
| Search Marketing: Competitors | View, Create/Edit, Delete | View, Create/Edit, Delete | No access | No access |
| Search Marketing: Natural Search | View Report | View Report | View Report | No access |
| Search Marketing: Paid Search | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report | No access to list, view access to a specific paid search ad via direct link |
| Segmentation: Lists | View, Create/Edit, Delete | View, Create/Edit, Delete | No access | No access |
| Segmentation Rules | View, Create/Edit, Delete | View, Create/Edit, Delete | No access | No access |
| Segmentation: Tags | View, Create/Edit, Delete | View, Create/Edit, Delete | View, Create/Edit | View, Create/Edit |
| Segmentation: Profiles | View, Create/Edit, Delete | View, Create/Edit, Delete | No access | No access |
| Social Posts | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report | No access |
| Site Search | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report, no access to list, view access to a specific search via direct link | No access to list, view access to a specific search via direct link |
| Video | View Report | View Report | View Report | View Report |
| Webinars | View, Create/Edit, Delete, View Report | View, Create/Edit, Delete, View Report | View Report | No access |
| Module | Administrator | Marketing | Sales Manager | Sales |
|---|---|---|---|---|
| Conversions | View Report | View Report | View Report | View Report |
| List Membership | View, Create/Edit, Delete | View, Create/Edit, Delete | View, Create/Edit, Delete | View, Create/Edit, Delete |
| Prospect1 | View, Create/Edit, Delete, Permanently Delete, view prospects not assigned to self, Assign/Reassign, Import, Export, Configure Fields, Update Opted Out field, Reset soft bounce count, Reset hard bounce count | View, Create/Edit, Delete, view prospects not assigned to self, Assign/Reassign, Import, Export, Update Do Not Email field, Reset soft bounce count, Reset hard bounce count | View, Create/Edit, Delete, view prospects not assigned to self, Assign/Reassign, Export | View, Create/Edit, Delete, Assign/Reassign, Export, update Do Not Email field (only prospects assigned to self) |
| Prospect Accounts | View, Create/Edit, Delete, view accounts not assigned to self, Assign/Reassign, Export, Configure Fields | View, Create/Edit, Delete, view accounts not assigned to self, Assign/Reassign, Export | View, Create/Edit, Delete, view accounts not assigned to self, Assign/Reassign, Export | No access |
| Opportunities | View, Create/Edit, Delete, Import, Export, View Report, Configure Fields | View, Create/Edit, Delete, Export, View Report | View, Create/Edit, Export, View Report | View, Create/Edit, Export |
| Visitors | View, Create/Edit | View, Create/Edit | View | View prospects assigned to self and anonymous visitors |
| Module | Administrator | Marketing | Sales Manager | Sales |
|---|---|---|---|---|
| Reports | View all | View all | View all | View Conversions, Lifecycle, Scoring Categories (for their assigned prospects only), and Video reports |
| Module | Administrator | Marketing | Sales Manager | Sales |
|---|---|---|---|---|
| Overview | View | No access | No access | No access |
| Account | Edit Settings, Grant Access to Account Engagement Employees | Grant Access to Account Engagement Employees | No access | No access |
| Administration | General Account Administration. Includes access to System Emails and Security settings | No access | No access | No access |
| Connectors | View, Create/Edit, Delete | No access | No access | No access |
| Custom Objects | View, Create/Edit, Delete | View | View | View |
| Editing Sessions | View, Delete | No access | No access | No access |
| Exports | Full access | View own CSV exports | View own CSV exports | View own CSV exports |
| Folders | View, Create/Edit, Delete, Manage Permissions | View, Create/Edit, Delete | No access | No access |
| Global Messages | View banner messages | No access | No access | No access |
| Groups | View, Create/Edit, Delete | View, Create/Edit, Delete | View, Create/Edit, Delete | No access |
| Queues | View, Create, Delete | View, Create, Delete | View, Create, Delete | No access |
| Recycle Bin | Full access | Full access | Can view prospects, prospect accounts, and users | No access |
| Roles | View, Create/Edit, Delete | No access | No access | No access |
| Scoring | View, Edit Scoring Rules, Create/Edit Scoring Categories, Delete Scoring Categories | No access | No access | No access |
| Users | View, Create/Edit, Delete, Import, Reset Password | View other users, edit own information (excluding role) | View other users, edit own information (excluding role) | No access, can edit own information (excluding role) |
| Visitor Filters | View, Create/Edit, Delete | No access | No access | No access |
1 Users with permission to view prospects can also view tags.
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