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User roles and permissions

When adding an extra user, you can assign a role and a permission level.

Written by Paula

When adding an extra user, you can assign a role and a permission level. They determine which webinars they can access and what actions the user can perform.

The role defines what the user can access, such as which webinars or parts of the account they can see. The permission level defines what the user can do within those webinars, such as view, edit, create, or delete them.

User roles

There are four roles. The main difference between them is which webinars they can access.

  • Owner: Access to all account settings and all webinars.

  • Manager: Access to selected account settings (branding, workspaces, and data lifecycle) and all webinars.

  • Workspace Manager: Access to all webinars in their own workspace (available on Enterprise only). This role is ideal for managing webinars for a specific department, team, or business unit. Read more about workspaces here.

  • Member: Access only to their own webinars or webinars assigned to them.

Here is a more detailed overview of the capabilities of each role:

Member

Workspace

manager

Manager

Owner

Configure webinar time zone*

Access own webinars

Access within assigned workspace

Manage branding settings

Access all webinars

Edit webinar channels

Change subscription

View invoices and billing

Manage extra users

Verify account emails

*only for the webinars they have access to

Please note! The consent fields on account level can be edited by everyone and are valid for all users! So when a member edits the consent fields on account level, this will be visible to the owner and manager as well.

Webinar Permissions

For the webinars an extra user has access to, you can choose what they are allowed to do with them by setting permissions.

There are 4 permission levels:

  • View: Can view webinars and statistics.

  • Edit: Can view and edit webinars, import subscribers, and archive or unarchive webinars.

  • Create: Can view, edit, and create webinars.

  • Delete: Has full access, including deleting webinars and anonymizing subscriber data.

Here is a more detailed overview of the permissions:

View

Edit

Create

Delete

View webinar

View statistics

Edit webinar settings

Import subscribers

Archive and unarchive webinar

Start webinars from within the account

Create new webinar

Delete webinar

Anonymize subscriber data

Please note: Transfer webinar to another user can only be done with the "editing" permission. Create webinars as another user can only be done with the "create" permission.

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