Agree responsibilities for program design, manager decisions, lead follow-up and suppression review.
| Role | Programs and Audiences | Email Templates | Member Execution | Engagement Capture | Lead Scoring | Lists and Memberships | Suppression and Access |
|---|---|---|---|---|---|---|---|
| Sales Manager | View | View | View | View | View | View | — |
| Marketing Operations | Edit | Edit | Edit | View | View | Edit | View |
| Marketing Manager | Edit | Edit | View | View | Edit | Edit | View |
| Marketing Systems Admin | — | — | — | — | — | — | — |
| Sales Rep | View | View | View | View | View | — | — |
Read-only on the marketing surface. Sees the Members generated against the team Leads and uses the MQL Handoff view to coach reps on incoming MQ ls.
Starts on: Approved Email Templates
Operational designer and builder. Builds Programs and their steps, audiences and exit rules, drafts and tests Email Templates, manages Lists and List Memberships, and troubleshoots member exceptions.
Starts on: Active Programs
Owns the Programs catalog and the Scoring Model. Approves Programs and Email Templates before they go Active and signs off on Scoring Model changes.
Starts on: Active Programs
Systems administrator. Owns RBAC, integration health and the global Unsubscribes suppression list. Configures the app; not a day-to-day program operator.
Read-only on Members and Score Events for own Leads. Sees the why-is-this-Lead-an-MQL trail when a Lead lands in the rep queue.
Starts on: Approved Email Templates
Start free, then use Proto to change fields, steps and approvals before your team goes live.