What are roles and how do I work with them?
Account Users are experts who specialize in or run various aspects of your WiseStamp account. In order to protect employee privacy and account security, every Account User is assigned a specific role, and are 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, but employee details are not relevant to them.
This article explains the different roles and shows you how to assign a role to an Account User.
What are the WiseStamp roles?
WiseStamp offers seven different roles, to accommodate the variety of functions involved in operating your account. Each Account User can be assigned only ONE of these roles.
The following roles are available for Account Users who are responsible for administration or general management of the entire account:
|Role||Description / Notes||Permissions summary|
|Owner||Chief account manager. An account may have only ONE owner.||Unlimited access|
|Admin||Assists the Owner with all aspects of account management.||Access to all components; cannot perform billing operations|
|Domain Manager||Responsible for all aspects of account domain maintenance. If your company has multiple domains, a Domain Manager can be assigned to one or more domains.||Access to all components except for Account details|
The following roles are more limited and are intended for specialists who have specific functions within the account:
|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 fields|
|IT||Management of employees and company domains||Access to all employee and domain management operations|
You can view a list of Account Users and their roles on the Account users page. (To access this page, select Account Settings > Manage Users.)
How do I assign a role?
The initial role is assigned when you invite the expert to join your team as an Account User.
To invite an Account User:
- Click the Account Settings icon and select Manage Users.
The Account users page opens.
- In the lower left corner of the page, click Invite.
- In the Invite user popup, enter the expert's name and email address. Then, select the relevant role from the list.
- At the bottom of the popup, specify whether the user will have access to all company domains or only certain domains by selecting the appropriate radio button.
If you choose Specific domains, select the domains to which you want to assign the Account User.
Note: Admins are automatically assigned to all company domains.
- Click Invite.
The popup closes, and an invitation email is sent to the new Account User.
What if I need to change a role?
Once Account Users have accepted your invitation to help run the account, you can change their roles at any time by updating user details.
To change the role of an Account User:
- On the Account users page, hover over the relevant row and click the Edit icon.
The Edit details popup opens.
- From the Role list, select the new role and if relevant, assign the appropriate domains.
- To save your changes, click Update.
Still have questions?
Please email your questions or concerns to firstname.lastname@example.org.