These are the types of the privileges and there definitions:

Types of Privileges:

Campaign: With this privilege, a user can create a new campaignA/B campaign, and view the campaign index page. A user can also edit existing campaigns(recurring, scheduled, and campaigns saved as drafts only). A user cannot delete or modify a campaign that has already been sent.

**A user will be able to open the campaign show page and view the reports and detailed graphs specific to a campaign. However, they will not be able to view the ‘Overlay’.**

Accounts: With this privilege, a user can to make account-level changes, such as:

– Adding a new user.

– Deleting an existing user.

– Modifying privileges for an existing user.

– Edit address, language, link tracking domain, website.

– Manage “Do Not Mail” list.

– Export contacts from DNM list.

– Import contacts into DNM list.

– Manage Brands DNM.

Contacts: With this privilege, a user will have access to all the lists saved under the contacts menu. A user will be able to:


– Create new lists.

– Edit lists.

– Delete lists.

– Import contacts into lists.

– View contacts present in the lists.

– Delete and edit contacts present in the lists.

– Access contact show page from the lists.

– Refresh lists to see the latest count.


– Create new custom fields.

– Edit custom fields.

– Delete custom fields.

– Edit default field value.


– Create new tags.

– Edit tags.

– Delete tags.

– Import contacts into tags.


– Add new brands.

– Edit brands.

– Access lists detail from within a brand.


– Create new segments.

– Edit segments.

– Delete segments.

– Duplicate segments.

**A user can not export lists or segments with this privilege. For that privilege, the option ‘Download Contacts’ needs to be turned on.**

Download Contacts: With this privilege, a user will be allowed to access export lists and segments. This also allows a user to refresh lists and segments.

Contents: With this privilege, a user will be able to access all the features present under the ‘Content’ menu, such as:

– View template library.
– Add templates.
– Edit templates (only if given user-level privileges during creation process).

– Delete templates (same as above).

– Preview existing templates.

– Create content from templates.

– Add template.

– Create new contents.
– Edit existing content.

– Delete existing contents.

– Duplicate existing contents.

– Preview contents.

– Click ‘Send Campaign’ below the content name, it opens a new campaign page.

Image Library
– View image library.

– Create new folders.
– Add images.

Footer Management
– Add new footer.

– Edit existing footer.

– Delete an existing footer.

– Preview footer and set them as default.

Survey: With this privilege, a user will be able to create new surveys, as well as edit, preview, and delete them. A user will be able to see ‘Web tracking’, which won’t appear unless they are given privileges to surveys or forms.

Reports: With this privilege, a user will have access to all the reporting in your account. A user will be able to view, filter, and create reports, such as:

– Campaign reports.

– A/B campaign reports.

– Test campaign reports.

– Workflow reports.

– Website reports.

– Year-to-date reports.

– Custom reports.

– Create custom reports.

Download Reports: With this privilege, this will allow a user to export and download reports.

Automation: A user will be able to access workflows and cleansing rule when this privilege is enabled.


– Create new workflows.

– Edit existing workflows.

– Duplicate and delete existing workflows.

– Export contacts from workflows.

– View contacts present in workflows.

– Disable and enable workflows.

Cleansing Rules:
– Create a new cleansing rule.

– Edit existing cleansing rule.

– Delete existing cleansing rule.

– Disable and enable cleansing rule.

Forms: With this privilege, a user will be allowed to access forms and various actions associated with it, such as:

– Create a new form.

– Preview forms.

– Check HTML code for forms.

– Edit and delete forms.

– Export pending contacts from double opt-in forms.

Relational Tables: With this privilege, this gives access to tables and SQL queries.


– Create a new table.

– Edit existing tables.

– Delete and duplicate existing tables.

– Import contacts into tables.

– Export contacts from tables.

SQL Queries:

– Create new SQL queries.

– Edit and delete existing one.

-Export and execute.

**When enabled, a new tab, ‘Relational tables’, will appear on the ‘Connections’ page.**

FTP Upload: With this privilege, a user will be able to import contacts using FTP upload. When enabled, a new tab “SFTP access” will appear on the ‘Connections’ page.