Users and roles
Who can do what in Marketing Automation, inviting your team, and custom roles.
Go to Users. Only an Admin can invite people and change roles. Marketing Automation is priced by contacts, not by users, so your team does not count against your plan.
Roles
| Role | What they can do |
|---|---|
| Admin | Everything: journeys, email sending accounts, SMS and WhatsApp accounts, scoring, settings, users and the plan |
| Manager | Builds journeys, starts, pauses and stops them, adds and takes out people, lead scoring and website tracking, downloads people |
| Marketer | Builds and tests journeys and their messages. A Manager starts them |
| Viewer | Sees journeys, people and reports. Changes nothing |
The business owner is always an Admin. A role in another Ellibo app gives no access to Marketing Automation.
Invite someone
Enter their email and choose a role, then click Invite. They get an email to join. You can cancel an invitation that has not been accepted.
To change a role, choose another beside their name. No access removes them from Marketing Automation.
Custom roles
On Professional and up, go to Settings > Custom roles and make roles from these rights. Everyone with a role can see journeys, people and reports.
- build and test journeys and their messages
- start, pause and stop journeys, add and take out people
- lead scoring rules and website tracking
- download people and results
- connect email, SMS and WhatsApp accounts
- change Marketing Automation settings, but not users or the plan
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.
Audit log
On Business, Settings > Audit log shows who started, paused, stopped and changed journeys, added or exported people, and changed accounts, scoring and settings - and when.
Plan & Billing
Admins manage the plan under Plan & Billing. See Plans and limits.