This topic explains the different roles you can assign to your WiseStamp account users, and how to assign or change these roles.
As an admin-level user, you can add, remove, and set roles for other members of your team. Your team can help you collaborate on campaigns, help with integrations, and so on.
You can add team members to your account to help you manage your signatures, employees, campaigns, analytics, etc. Team members do not add additional costs to your account, and you should add anybody who can help you manage your company's signatures.
Assign Account Roles
If you are an administrator, you can invite other users to be account administrators. Account administrators have permission to add and edit signatures, add and remove employees, and send notifications to employees inviting them to view and update their signatures.
There are two ways to invite someone to be an account administrator:
From your employee list
From the account user list
To invite an administrator from your employee list:
On the main navigation panel, click Employees.
In the row of the relevant employee, click the three-dot icon and select Assign role.
You will be taken to the Account users page, and a pop-up will appear.
For all roles except Admin, select whether the user will have access to all organizations or only specific organizations.
To select specific organizations, disable the All organization toggle, then select the desired organizations from the Organizations dropdown list.
Click Save. The pop-up will close, and an invitation email will be sent to the employee.
To invite an administrator from your account user list:
Click the Profile icon in the upper right corner and select Account users.
On the Account users page, click Add user.
In the Add User pop-up, enter the name and email address of the administrator. Then, select the relevant role from the list.
For all roles except Admin, select whether the user will have access to all organizations or only specific organizations.
To select specific organizations, disable the All organization toggle, then select the desired organizations from the Organizations dropdown list.
Click Save. The pop-up closes, and an invitation email is sent to the new Account User.
Users with an Admin role are automatically assigned to all company organizations.
Every email address can only be associated with one WiseStamp account. If your email address is already in use with a different WiseStamp account, and you want to access a second WiseStamp account, you can ask your email administrator to set up an alias address for you, so that you can access multiple WiseStamp accounts.
Modify Role
In some situations, you may need to remove a user from your account or restrict their access. Once Account Users have accepted your invitation to help run the account, you can change their roles at any time by updating their user details. Here's how you can do that.
Click the Profile icon in the upper right corner and select Account users.
Hover over the relevant row of the user and click the Edit icon.
In the Edit User pop-up, change the role according to your preference.
Click Save to save the changes.
Remove Role
To remove from your employee list:
On the main navigation panel, click Employees.
In your Employee list, hover over the employee whose role you want to remove.
Click the More icon (...) and select Remove [admin role] permissions.
To remove from your account user list:
Click the Profile icon in the upper right corner and select Account users.
Hover over the relevant row of the user and click the Delete icon.
Click Delete to confirm your action in the pop-up window. The user is removed as an account user, and their access privileges are revoked.
Be cautious when removing users or altering access, as these actions can affect the user's ability to perform their tasks within the account. Always ensure that any changes made align with your organization's needs and security guidelines.
Detailed Overview of Account Roles and Their Permissions
WiseStamp user account roles
In order to protect employee privacy and account security, every account user is assigned a specific role and is, therefore, able to access only portions of the account that are required for their job. For example, your marketing experts need to work with campaigns, while employee details are irrelevant to them.
WiseStamp offers several different roles to accommodate the variety of functions involved in operating your account. Only one role can be assigned to each account user.
We have divided these roles into two categories:
Administrative roles:
The following roles are available for account users who are responsible for the administration or general management of the entire account. These roles are typically assigned to those in charge of account administration or overall management:
Role | Description / Notes | Permissions Summary |
Owner | Chief account manager. An account has only one owner. | Unlimited access |
Admin | Assists the Owner with all aspects of account management. | Access to all components, but cannot perform billing operations |
Organization Manager | Responsible for all aspects of account organization maintenance. If you have multiple organizations, an Organization Manager can be assigned to one or more organizations. | Access to all components, except for account details |
Specialist roles:
The following roles are more limited and are intended for specialists who have specific functions within the account:
Role | Description | Permissions Summary |
Marketer | Advertising / Promotions management | Access to Campaigns, Analytics, and all aspects of signature design |
HR | Employee management | Access to employee details, group management, and signature assignments |
Designer | Signature creation, composition, and layout | Access to signature editing functions, company details, and employee data |
IT | Management of employees and company organizations | Access to all employee and organization management operations |