Roles and Permissions

Project access

To be able to access a project, a user must be a member of that project. The only exception to this is the admin role, which can access all projects regardless of membership.

Roles

There are four roles built into the system: Viewer, Editor, Developer, and Admin. Each role has a different set of permissions.

Permission	Viewer	Editor	Developer	Admin
View Emails	Yes	Yes	Yes	Yes
Update Emails	No	Yes	Yes	Yes
Create Emails	No	Yes	Yes	Yes
Delete Emails	No	Yes	Yes	Yes
Update Library Images	No	Yes	Yes	Yes
Create Library Images	No	Yes	Yes	Yes
Delete Library Images	No	Yes	Yes	Yes
Access All Projects	No	No	No	Yes
Update Projects	No	Yes	Yes	Yes
Create Projects	No	Yes	Yes	Yes
Delete Projects	No	Yes	Yes	Yes
Update Email Design Systems	No	No	Yes	Yes
Create Email Design Systems	No	No	Yes	Yes
Delete Email Design Systems	No	No	Yes	Yes
Update Dynamic Content Profiles	No	No	No	No
Create Dynamic Content Profiles	No	No	No	No
Delete Dynamic Content Profiles	No	No	No	No
Update Personalization Tags	No	No	Yes	Yes
Create Personalization Tags	No	No	Yes	Yes
Delete Personalization Tags	No	No	Yes	Yes
Update Conditionals	No	No	Yes	Yes
Create Conditionals	No	No	Yes	Yes
Delete Conditionals	No	No	Yes	Yes
Create Connectors	No	No	Yes	Yes
Update Connectors	No	No	Yes	Yes
Delete Connectors	No	No	Yes	Yes
Create Exports	No	No	No	No
Update Organization	No	No	No	Yes
Manage Billing	No	No	No	Yes
Manage API Keys	No	No	Yes	Yes
View Audit Logs	No	No	No	Yes
Send Test Emails	No	Yes	Yes	Yes
Update Users	No	No	No	Yes
Create Users	No	No	No	Yes
Delete Users	No	No	No	Yes
Create Exports	No	Yes	Yes	Yes
Update AI Agents	No	No	Yes	Yes
Create AI Agents	No	No	Yes	Yes
Delete AI Agents	No	No	Yes	Yes
Update Roles	No	No	No	Yes
Create Roles	No	No	No	Yes
Delete Roles	No	No	No	Yes

Custom Roles

You can also create custom roles in your organization. With custom roles, you can pick and choose which permissions you want to include in the role.

Creating a Custom Role

Navigate to the Organization > Roles page. Click the “Create Role” button.

Once you have created your role, you can assign the role to users in the Organization > Users page.

API Permissions

When using the API, the available permissions are determined by the role of the user who created that API key.