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User permissions and permission levels in Brevo

In this article, we will explain the different user permissions and permission levels available in Brevo.

Good to know

  • To learn how to add users to your Brevo account and customize their permissions, check our dedicated article Add users to your Brevo account .

  • Only owners of a Brevo account or users with the User management permission can add users and customize their permissions. 

Permission levels

permission_levels.jpg

In Brevo, users have different permission levels based on the type of access they're given:

  • Owner: The user is the owner of the account. They have access to all the features of the account. 
  • All access: The user has access to all the features of the plan. 
  • None: The user doesn't have access to any feature of the plan. 
  • Custom access: The account owner has chosen which permissions are given to the user. The user has access to only certain features of the plan.

User permissions

💡 Good to know
The prices shown on the Edit Permissions page may vary depending on your Brevo plan. Certain permissions may be restricted if you have not purchased the corresponding plan for your account or are currently on the free plan.

Use the accordions below to see what access can be given to your users for each feature:

General
💡 Good to know
You can't give access to general features only. You have to select at least one permission from Marketing Platform, Conversations, or CRM to continue.

All general features

Contacts

There are multiple permissions for Contacts:

  • View
    This permission allows users to show/hide contacts from other users within the account.
    Users without this permission are unable to view contacts within the account.
  • Create/edit/delete contacts
    This permission allows users to create new contacts, edit their information (contact and transactional attributes, lists, etc.), and delete them one by one.
    Users without this permission can't manage the Test list used for email campaigns.
  • Import contacts
    This permission allows users to import a list of contacts and edit their information (contact and transactional attributes, lists, etc.) in bulk via import.
  • Export contacts
    This permission allows users to export a CSV file of contacts (segmented contacts export, lists export, daily export, and openers and clickers export in campaign reports).
  • Lists, segments, and attributes management
    This permission allows users to create/edit/delete contact lists, attributes, and segments.
  • Contact forms
    This permission allows users to design and manage subscription, unsubscription, and update profile forms.
    Users without this permission will not be able to access contact forms at all.

API keys

This permission allows users to access and use API keys within the account.

User management

This permission allows users to invite additional users to the account, cancel an invitation, and customize user permissions.

Users without this permission will be able to view the list of users available in the account.

Marketing Platform
💡 Good to know
Users without permission for Email campaigns, SMS campaigns, or Templates can't manage Default settings, Google Analytics, Social channels, Senders, Domains, and IPs.

All marketing features

Email campaign

There are two permissions for Email campaign:

  • The first permission is to create/edit/delete email campaigns.
  • The second permission is to send/schedule/suspend email campaigns. 

Users who don't have permission to send email campaigns will not be able to requeue email campaigns. Users without these permissions will still be able to see email campaign previews and report data.

Templates

There are two permissions for Templates:

  • The first permission is to create/edit/delete templates.
  • The second permission is to activate/deactivate templates.

Users without these permissions can still see a preview of the templates.

SMS campaign

There are two permissions for SMS campaigns:

  • The first permission is to create/edit/delete SMS campaigns.
  • The second permission is to send/schedule/suspend SMS campaigns.

Users who don't have permission to send SMS campaigns will not be able to requeue SMS campaigns either. Users without these permissions will still be able to see SMS campaign previews and report data. 

Facebook Ads

There are two permissions for Facebook Ads:

  • The first permission is to create/edit/delete Facebook Ads.
  • The second permission is to schedule/pause Facebook Ads.

Users without these permissions can still see the preview of the Facebook Ads and reports data.

💡 Good to know
Apart from the owner of the account, users can't manage the plans and payment methods, so your account should always have a valid payment method to avoid suspending Facebook Ads.

Landing pages

Users with Landing pages permission can design, publish, and unpublish landing pages.

Users without this permission can't access landing pages.

Workflows

There are three permissions for Workflows:

  • The first permission is to create/edit/delete workflows.
  • The second permission is to activate/deactivate/pause workflows.
  • The third permission is to manage the settings of workflows.

Users without these permissions can still view workflows.

Transactional
💡 Good to know
You can't give access to transactional features only. You have to select at least one permission from Marketing Platform, Conversations, or CRM to continue.
The permissions for templates are under Marketing Platform. 

All transactional features

Transactional emails

There are two permissions for Transactional emails: 

  • The first permission is to Access to all pages/manage settings.
  • The second permission is to Preview/resend/delete logs.
Conversations

All conversations features

There are two permissions for Conversations: 

  • The first permission is to View all chats/pick new chats/manage assigned chats.
  • The second permission is to Manage settings/installation.
CRM

All CRM features

This permission allows users to access the CRM features and create, edit, and delete tasks, companies, and deals.

Phone

All Phone features

This permission allows users to access all Phone features.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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