Understand roles and permissions

What this explains

• Roles and permissions control who can view, create, edit, launch, approve, export, connect, or delete important workspace resources.
• Permissions protect sensitive areas such as billing, API keys, user management, integrations, campaign launch, and sending accounts.
• Use the smallest access level that lets each teammate do their job.

Key ideas

Idea 1

Admin access controls workspace risk

Admins can usually manage users, settings, billing, integrations, senders, API access, and other sensitive areas. Keep admin access limited.

Idea 2

Campaign permissions affect outreach

Campaign permissions determine who can create, edit, launch, pause, or review campaigns. Restrict launch access when campaigns require approval.

Idea 3

Data permissions affect lists and contacts

List and contact access controls who can import, edit, export, verify, or delete audience data. This matters for privacy and data quality.

Idea 4

Sender permissions affect connected accounts

Sending-account permissions determine who can connect, validate, pause, or assign mailboxes and LinkedIn accounts.

Idea 5

Agent permissions affect automation

Agent permissions control who can create agents, run them, approve outputs, connect tools, and allow changes to lists, contacts, campaigns, or CRM data.

How to use this

• Review user access before launching campaigns, connecting integrations, or enabling agents.
• Remove or downgrade access when a teammate changes responsibilities.

FAQ