Functionality to grant users different permissions within an Autopilot account
Want to be able to control the amount of accessibility a user has. Want to be able to give user access to one particular campaign, or just the reports of the campaign (and not the templates). Similar to box, where a user just has access to one folder. Want to be able to have multiple clients in one system without compromising information.
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Alex Milligan commented
An absolute must for data security. Not all team members should have the same account permissions. We should be able to restrict certain accounts from exporting data, grant access to specific segments, etc
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Mark Ridgeon commented
Pretty poor that it doesn't already exist in a stable and mature platform!
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Tom Horn commented
Would also be great to prevent users from using username/password authentication (only allow google auth).
We enforce TFA on our Google account but I can't do that if people don't use that auth type.
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Anonymous commented
I'd like to give access to contact information based on segments.
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Anonymous commented
It's required. I would like to have restricted content access to "Content" team and contact list to be managed by a separate team, similarly for reports
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Anonymous commented
I support this
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Neil commented
+1 from me.
I share the same view as the comment from Anonymous on Dec 16 2016:
"Ideally I'd like to see a list of permission checkboxes which I could select for each staff user. For example:
View reports
Manage reports
View contacts
Manage contacts
View journeys
Edit journeys
Publish journeys
Manage account" -
Anonymous commented
yes - sales users should only have "viewer" capabilities - marketers should have admin privileges to create and edit lists, journeys, etc.
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Jim commented
Agreed! We outsource building of emails as the most time-consuming bit, but don't want third parties to have access to contacts and accidentally mess with existing journey. Super important!!
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Leah Maher commented
We just want a separate log of journeys and contacts for each user. It doesn't make sense for internal emails and external journeys/contact lists to show in the same place - too cluttered.
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Mike Jones commented
For agencies that manage multiple, separate Autopilot accounts, create the concept of a Master Admin that has access to each separate account. There would still be an individual account administrator. The individual account administrator should only have access to managing the individual account and not be able to modify the Master Administrator's profile. This would prevent an individual account administrator from being able to gain access to the other accounts managed by the Master Admin.
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Tommy commented
This will be a great function to add.
- to allow CRUD Contact/Journey right to be defined per user role
- to allow access areas definable by certain role role (e.g. settings/journeys)
- then perhaps ownership/share concept within a journey -
Brian Fey commented
I need to be able to create different permission sets for my users -- in general -- administrators control data & synch; marketing managers can create and edit journeys; creative people create and edit email messages, heads-up messages, etc.
I need to be able to create custom permission sets -- I had no idea that you didn't support this -- this is a great concern to me.
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Anonymous commented
+1 for this feature. Ideally I'd like to see a list of permission checkboxes which I could select for each staff user. For example:
View reports
Manage reports
View contacts
Manage contacts
View journeys
Edit journeys
Publish journeys
Manage account -
Jay commented
This would be helpful because with a number of different teams in autopilot (success, product mgmt, marketing), accidents happen
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Nick commented
Great Idea!
Coarsely granular login privileges please -
Anonymous commented
We'd love to have this feature as well. Another use case: let customer support reps log-in to Autopilot to unsubscribe a user or view the history of interaction for a user.