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
Update Emails	No	Yes	Yes	Yes
Add/Remove/Reorder Email Components	No	Yes	Yes	Yes
Add/Remove Conditionals from Components	No	Yes	Yes	Yes
Add/Remove Locales from Emails	No	Yes	Yes	Yes
Create Emails	No	Yes	Yes	Yes
Delete Emails	No	Yes	Yes	Yes
Submit Emails for Approval	No	Yes	Yes	Yes
Publish Emails	No	Yes	Yes	Yes
Force Publish Emails	No	No	No	Yes
Convert Emails to Draft	No	No	No	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 (regardless of membership)	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
Manage Component Presets	No	Yes	Yes	Yes
Update Dynamic Content Profiles	No	No	Yes	Yes
Create Dynamic Content Profiles	No	No	Yes	Yes
Delete Dynamic Content Profiles	No	No	Yes	Yes
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
Update Link Tracking Profiles	No	No	Yes	Yes
Create Link Tracking Profiles	No	No	Yes	Yes
Delete Link Tracking Profiles	No	No	Yes	Yes
Create Connectors	No	No	Yes	Yes
Update Connectors	No	No	Yes	Yes
Delete Connectors	No	No	Yes	Yes
Create HTML Exports	No	Yes	Yes	Yes
Create JSON Exports	No	Yes	Yes	Yes
Create Connector Exports	No	Yes	Yes	Yes
Update Organization	No	No	No	Yes
Manage Billing	No	No	No	Yes
Manage API Keys	No	No	Yes	Yes
Manage Organization SSO Settings	No	No	No	Yes
View Audit Logs	No	No	No	Yes
Send Test Emails	No	Yes	Yes	Yes
Manage Test Lists	No	No	Yes	Yes
Update Users	No	No	No	Yes
Create Users	No	No	No	Yes
Delete Users	No	No	No	Yes
Update AI Agents	No	No	Yes	Yes
Create AI Agents	No	No	Yes	Yes
Delete AI Agents	No	No	Yes	Yes
Access AI Chat Copilot	No	Yes	Yes	Yes
Create Emails Using Background Agents	No	Yes	Yes	Yes
Trigger AI Reviews	No	Yes	Yes	Yes
Generate AI Images	No	Yes	Yes	Yes
Update AI Review Agents	No	Yes	Yes	Yes
Create AI Review Agents	No	Yes	Yes	Yes
Delete AI Review Agents	No	Yes	Yes	Yes
Update Roles	No	No	No	Yes
Create Roles	No	No	No	Yes
Delete Roles	No	No	No	Yes
Update Brand Profiles	No	No	Yes	Yes
Create Brand Profiles	No	No	Yes	Yes
Delete Brand Profiles	No	No	Yes	Yes
Update Layouts	No	Yes	Yes	Yes
Create Layouts	No	Yes	Yes	Yes
Delete Layouts	No	Yes	Yes	Yes
Email Commenting	Yes	Yes	Yes	Yes
Update Workspaces	No	No	No	Yes
Create Workspaces	No	No	No	Yes
Delete Workspaces	No	No	No	Yes
Access All Workspaces	No	No	No	Yes
Manage Workspace Access	No	No	No	Yes
Update Teams	No	No	No	Yes
Create Teams	No	No	No	Yes
Delete Teams	No	No	No	Yes
Access All Teams	No	No	No	Yes
Manage MCP Servers	No	No	Yes	Yes
Manage Feeds	No	No	Yes	Yes
Manage Review Groups	No	No	No	Yes
Manage App Configuration	No	No	No	Yes
Manage OAuth Apps	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.