Edit user type and permissions

Last update:

In this article:

Edit user type and permissions

To modify a user (his user type or permissions), go to Icone Settings > Users .  Open the  Icone Actions menu located to the right of the row of the user you want to modify and choose the Modify option. Make the necessary changes and don't forget to save before leaving.

If this is an external user, follow the steps here.

Permissions by user type

There are three user levels: administrator, user and custom.

User types Administrator User Custom  (Plus or Pro)
User permissions

Access to all the features, including:

  • managing users (create, delete or modify users and their passwords)
  • making the use of two-factor authentication mandatory
  • resetting a user's two-factor authentication
  • creating or deleting API tokens

Access to all features (EXCEPT management of users, their authentication methods and API tokens).

 

Access only to basic permissions, plus customizable permissions that are granted.

You can choose which features the user will have access to.

Basic permissions

Basic permissions are features that are available to all user types and for which it is not possible to restrict access.

All user types can, among other things:

  • Create, edit or delete templates
  • Create, edit or delete drafts
  • Create, edit or delete groups
  • Create, edit or delete forms
  • View calendar, statistics and the list of mailings
  • Create or edit scenarios under construction
  • Create or edit micro surveys
  • Add or delete files

Deleted items such as templates, drafts and forms can be restored within 30 days of deletion. You can also prevent your templates or groups* from being deleted or modified by locking them. Note that all administrators and regular users can unlock protected items, but you can restrict access to this feature to users with custom permissions.

* Locking groups prevents changing group settings, but not changing the contact list. By using custom permissions you can restrict the right to read contacts to certain users.

Custom permissions

It is possible to choose which features your users have access to with the Custom user type. You need to check which of the permissions below you want them to have access to. If you don't select any permissions, they will only have access to the basic permissions.

custom-permissions-tables

Here is the list of customizable permissions by section:

Contacts

  • View contacts (Access and export contact information.)
  • Manage contacts (Add, edit, delete and unsubscribe contacts.)

For a user to be able to manage contacts, he must also have the View contacts permission.

Mailings

  • Manage mailings (Schedule, cancel, modify or stop mailings. Activate, pause or archive automated marketing scenarios.)

Billing

  • View and edit billing information (Access and modify payment information. View invoices.)
  • Change plan (Modify or schedule a plan change.)
  • Accept contact-level changes (When adding a list of contacts, allow contact-level changes.)

Settings

  • Account settings (Manage account information, subscription to account notifications, sender addresses, custom fields, email confirmations, email footer information, social network links and visual options.)

Groups

  • Lock groups (Lock and unlock groups to prevent them from being changed or deleted.)

Templates

  • Lock templates (Lock and unlock templates to prevent them from being changed or deleted.)
     

See also:

 

Top