Account Engagement offers four default user roles: Administrator, Marketing, Sales Manager, and Sales. These roles cannot be modified.

Available Editions

These roles are included in all Account Engagement editions.

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Role Descriptions

Administrator

• Access: Full access to all settings, prospect data, and modules.

Marketing

• Access: Control over prospect data and marketing features, including the ability to create lists, forms, landing pages, and send list emails.

Sales Manager

• Access: View all prospect data and visitors but no marketing functionality. Can send one-to-one emails but not list emails.

Sales

• Access: Limited to prospect management. Can view, edit, export, and send one-to-one emails for assigned prospects but cannot send list emails.

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Role Permissions Overview

Note: Users with no access to a specific asset type cannot view its details but may still see its name in the application. For example, a user without access to Landing Pages can see the name of a landing page that includes a form they have access to but cannot view the landing page details.

Dashboard Access

Module	Administrator	Marketing	Sales Manager	Sales
Prospects Analytics	View	View	No access	No access
Prospects Table	View all	View all	View all	View assigned only
Identified Companies Table	View	View	No access	No access
Marketing Calendar	Full access	Full access	No access	No access

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Marketing Permissions

Module	Administrator	Marketing	Sales Manager	Sales
Automation Rules	Full access	Full access	No access	No access
Campaigns	Full access	Full access	View Report (limited prospect lists)	No access
Emails	Full access	Full access	One-to-one emails only	One-to-one emails only
Engagement Studio	Full access	Full access	View only	No access
Forms	Full access	Full access	View Report (direct links only)	No access (direct links only)
Landing Pages	Full access	Full access	View Report (direct links only)	No access (direct links only)
Segmentation: Lists	Full access	Full access	No access	No access
Social Posts	Full access	Full access	View Report	No access

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Prospect Permissions

Module	Administrator	Marketing	Sales Manager	Sales
Prospect Management	Full access, including imports/exports	Full access, including imports/exports	View and edit assigned prospects	Edit/export assigned prospects only
Opportunities	Full access, including import/export	Export and view reports	Export and view reports	Edit/export assigned prospects only
Visitors	Full access	Full access	View only	Assigned prospects only

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Administration Permissions

Module	Administrator	Marketing	Sales Manager	Sales
Overview	View	No access	No access	No access
Account Settings	Full access	Grant access only	No access	No access
Connectors	Full access	No access	No access	No access
Custom Objects	Full access	View only	View only	View only
Roles	Full access	No access	No access	No access
Users	Manage all users	Edit own info only	Edit own info only	Edit own info only

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Summary

These default user roles ensure tailored access to Account Engagement’s features while maintaining data security and operational efficiency.