Default User Roles in Account Engagement
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. Role Descriptions Administrator Marketing Sales Manager Sales 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 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 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 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 Summary These default user roles ensure tailored access to Account Engagement’s features while maintaining data security and operational efficiency. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more




















