Users and roles

Who can do what in Email Marketing, approval before sending, and custom roles.

Go to Users. Only an Admin can invite people and change roles.

Email Marketing is priced by contacts, not by users. The people on your team don't count against your plan.

Roles

Role	What they can do	Sends mailings	Downloads contacts
Admin	Everything: mailings, contacts, sending accounts, settings, users and the plan	Yes	Yes
Manager	Mailings, contacts and campaigns, and approves the Marketers' mailings	Yes	Yes
Marketer	Writes mailings, and manages contacts, lists and forms	When approval is off	No
Viewer	Sees mailings and reports. Changes nothing	No	No

The business owner is always an Admin. A role in another Ellibo app gives no access to Email Marketing.

Enter their email and choose a role, then click Invite. They get an email to join. You can cancel an invitation that hasn't been accepted.

To change a role, choose another beside their name. No access removes them from Email Marketing.

On Standard and up, an Admin can turn on Marketers' mailings wait for a Manager to approve them before they go under Settings > Preferences.

A Marketer writes a mailing and clicks Send or Schedule. It waits for approval.
Managers and Admins are told on the bell, and by email if that's turned on.
A Manager or Admin opens it, and approves it or sends it back with a note.
Once approved, it goes now or at the scheduled time.

With approval off, Marketers send their own mailings.

On Professional and up, go to Settings > Custom roles and make roles from these rights. Everyone with a role can see mailings and reports.

If you delete a custom role, or your plan no longer has custom roles, the people in it get no more than a Marketer can do.

Admins manage the plan under Plan & Billing. See Free trial and plans.