Team permissions

Managing your team's access to certain parts of Prezly

⚠️ Note: This feature is only available for Premium or Enterprise plans. If you wish to change your subscription, please contact us via the in-app messenger. 

By default, all team members have access to your full Prezly account, but you can also limit a team member's access to only specific parts of the account. This is a feature available to users subscribed to the Premium plan and above to help them manage their global or multi-level teams.

Prezly has two types of team member permission settings

Member permissions

This allows you to restrict team member access to specific areas in contact management, email and campaign management, and team settings. 

Site access

For those who have more than one site, you can grant or restrict individual team members' access to certain sites. 

Member permissions

Manage contacts

This allows a user to manually add or update contact details. 

It is important to note that the user can still see your contacts unless you also limit their permission to "Manage emails." Otherwise, through the email campaign function, they'll still be able to select recipients from your contact database when creating a campaign, and will also be able to see the contacts in the email campaign reports – but they will not be able to export the details to Excel. 

Export contacts

This allows a user to export contacts to an Excel file.

The "Export" button will be disabled from the contacts section if this permission is removed, as well as on the email report section.

Import contacts and manage tags

💡These 2 go hand in hand as contact tags are also a column value in contact import files, making the ability to use one intertwined with the other💡

 

This setting manages 2 abilities, the first is for a user to import new contacts or update existing ones via the file Contacts > Imports screen:

 

The 2nd one is the ability to create/merge/edit/delete tags through the Contacts > Tags screen:

⚠️ This is unrelated to the ability to attach or unattach tags to contacts, that is handled by Manage Contacts

 

 

Manage emails

This allows a user to access the Email Campaign section, they cannot create or send campaigns, or have access to the email reports if this permission is lacking.

If this is removed in combination with the "Manage contacts" permission you can completely hide all contact details from this user. Only allowing them to access and edit content for a site.

Manage email sender addresses

This allows a user to create additional sender addresses for their Prezly account.

Learn more about sender addresses here

Manage team members

This allows a user to configure or manage team permissions, as well as adding/removing teammates.

Manage billing

This allows a user to access and change billing details. 

 

Site access

By default, every team member will have access to the sites in your Prezly account.

If you have team members who will not be using Prezly to create press releases and manage sites, then you can select the "No Stories & Sites access" option.

Alternatively, if you have several sites and would only like certain team members to only have access to specific sites, you can select the "Limited access [select Sites]" option.

Some examples of how to use permissions

  • As a multi-brand organization, I can give users access to sites of their own brands only;
  • As a global organization, I can give local markets access to their local site only
  • As an organization, I can invite freelancers to my account to help me with specific parts of my workflow: e.g. helping me keep my contact database in Prezly up to date, helping me write and set up stories in Prezly, or helping me set up and style the ​ site.
  • As an agency, I can give my clients access to their site, so they can review and improve draft stories but won't see the other sites I manage for other clients.

If you have other use cases that you think are missing, feel free to share them with us at support@prezly.com.

How to set user permissions? 

Click your user name in the lower left corner, access Settings and click Manage team on the dashboard. You can set user permissions when you invite a team member, or edit permissions for an existing teammate by clicking their name in the list.

 

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