Team permissions a la carte rather than by level?

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I would like to set up more team members to our account so we all have our own logins, but it looks like we have to assign a level that has a defined set of permissions. However, I'd really like to allow other users to export audience groups and that's currently not a permission on any level but primary contact, of which we can only have one. Can we select a level and then choose/remove permissions a la carte to satisfy our needs?
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Allie

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Posted 1 year ago

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Heather Sturm, Integrations Support Specialist

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Hi Allie,

The current account permission levels are fixed and cannot be adjusted. And you are correct, only the primary user can export audience groups.

However, you'll find that the account permission levels are tiered in such a way that the Full Access can interact with all the tabs (Audience, Campaign, Response, Automation), and the access diminishes with each subsequently lower tier of permissions.

Some other Emma customers have requested the export ability to be available to more than one user, and I'm happy to submit a feature request for this on your behalf! 
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Allie

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Please do put in that feature request. At this point, I don't think we can actually use separate logins because we all use that feature so much. Thank you!
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Heather Sturm, Integrations Support Specialist

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Will do, Allie!
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Patron Manager

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Hi! Similar to Allie, we have an org that would like to add "send" ability to user levels other than Full (specifically, to add "send" ability to any user level that can edit emails) - which it sounds like would be solved by Allie's suggestion, so I'm here to second that feature request. :)

Rachel Hands
Director of Client Administration
Patron Technology
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Heather Sturm, Integrations Support Specialist

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Thanks for the suggestions, Rachel!
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Gary Community Investment Company

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My clients often need the ability to let other team members export from Emma. This is definitely needed. Any updates on this?
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Grey Stepp, Support Team Manager

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Hi there!  We actually do have an update on this!  That allows for "a la carte" permissions to be set for Exports and for Billing access.  

To edit any of your team members, click your name in the top-right, then go to "Team" .  

For the user you wish you edit, click the arrow on the right and choose "Edit Team Member". 

You'll now see toggle switches for Exports and Billing access.  

Let me know if you have any additional questions!  

- G