Roles and permissions

Understand roles and permissions for CRM with Email Campaigns.

Permissions

Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.

Table	Email Marketing Manager	Email Designer	Deliverability Manager	Marketing Operations	Campaign Approver	Viewer / Analyst
master
`SenderDomains`	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage SenderDomains, SenderIdentities and warm-up limits	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`SenderIdentities`	No table-specific permission stated	View: View SenderIdentities, EmailFooterTemplates, PreferencesCenters	Manage / maintain: Manage SenderDomains, SenderIdentities and warm-up limits	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`EmailTemplates`	Specific actions: Approve EmailTemplates independently of Owner	Manage / maintain: Manage own draft EmailTemplates and TemplateBlocks	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`TemplateBlocks`	No table-specific permission stated	Manage / maintain: Manage own draft EmailTemplates and TemplateBlocks	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`EmailFooterTemplates`	No table-specific permission stated	View: View SenderIdentities, EmailFooterTemplates, PreferencesCenters	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`PreferencesCenters`	No table-specific permission stated	View: View SenderIdentities, EmailFooterTemplates, PreferencesCenters	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`Lists`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage Lists, ListMemberships, ListImports, Subscribers within acquisition policy	No table-specific permission stated	No table-specific permission stated
`ListMemberships`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage Lists, ListMemberships, ListImports, Subscribers within acquisition policy	No table-specific permission stated	No table-specific permission stated
`Subscribers`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage Lists, ListMemberships, ListImports, Subscribers within acquisition policy	No table-specific permission stated	No table-specific permission stated
`ABTestVariants`	Manage / maintain: Manage draft Campaigns, ABTests, ABTestVariants, Journeys, JourneySteps	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`SendRecipients`	No table-specific permission stated	No table-specific permission stated	View: View Sends, SendRecipients, Bounces, SpamReports and BlocklistChecks	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`Journeys`	Manage / maintain: Manage draft Campaigns, ABTests, ABTestVariants, Journeys, JourneySteps	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Specific actions: Approve submitted Campaigns and Journeys independently of preparer	No table-specific permission stated
`JourneySteps`	Manage / maintain: Manage draft Campaigns, ABTests, ABTestVariants, Journeys, JourneySteps	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
transaction
`ListImports`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage Lists, ListMemberships, ListImports, Subscribers within acquisition policy	No table-specific permission stated	No table-specific permission stated
`Campaigns`	Manage / maintain: Manage draft Campaigns, ABTests, ABTestVariants, Journeys, JourneySteps	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Specific actions: Approve submitted Campaigns and Journeys independently of preparer	No table-specific permission stated
`ABTests`	Manage / maintain: Manage draft Campaigns, ABTests, ABTestVariants, Journeys, JourneySteps	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	View: View aggregate Sends, ABTests and JourneyEnrollments outcomes
`Sends`	No table-specific permission stated	No table-specific permission stated	View: View Sends, SendRecipients, Bounces, SpamReports and BlocklistChecks	No table-specific permission stated	No table-specific permission stated	View: View aggregate Sends, ABTests and JourneyEnrollments outcomes
`Bounces`	No table-specific permission stated	No table-specific permission stated	View: View Sends, SendRecipients, Bounces, SpamReports and BlocklistChecks	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`Unsubscribes`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Specific actions: Record ConsentEvents and Unsubscribes	No table-specific permission stated	No table-specific permission stated
`SpamReports`	No table-specific permission stated	No table-specific permission stated	View: View Sends, SendRecipients, Bounces, SpamReports and BlocklistChecks	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`BlocklistChecks`	No table-specific permission stated	No table-specific permission stated	View: View Sends, SendRecipients, Bounces, SpamReports and BlocklistChecks	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`JourneyEnrollments`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	View: View aggregate Sends, ABTests and JourneyEnrollments outcomes
`ConsentEvents`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Specific actions: Record ConsentEvents and Unsubscribes	No table-specific permission stated	No table-specific permission stated
`SuppressionReviews`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Specific actions: Approve eligible SuppressionReviews independently of requester	No table-specific permission stated

Email Marketing ManagerSchedule only currently approved campaignsView subscriber and engagement records within permitted workspaceNo campaign self-approval or unilateral suppression removal
Email DesignerSubmit templates for independent reviewInternal test sends only to authorized addressesNo bulk campaign execution
Deliverability ManagerPause affected deliveryNo content edits or independent approval of own removal requests
Marketing OperationsView delivery outcomes and masked suppression match resultsNo campaign approval or bypass of withdrawal
Campaign ApproverView required sender, audience and content evidenceNo credential administration or editing of approved payloads
Viewer / AnalystAccess scoped campaign and delivery reportsNo raw recipient export, tracking IP addresses, suppression details or writes

Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

How permissions work

7 rules

Access follows the record’s workspace and role scope across screens, APIs, exports and attachments. An approval requires an independent authorized person and the current protected revision.

Admin

Configures workspace identities and provider connections without bypassing campaign decisions.

Email Marketing Manager

Prepares campaigns, experiments and journeys and reviews independently prepared templates.

Email Designer

Creates reusable content and tests it in an explicit internal preview flow.

Deliverability Manager

Maintains sender readiness, operational limits and suppression investigations.

Marketing Operations

Maintains audiences, acquisition evidence and subscriber preferences.

Campaign Approver

Independently approves campaign purpose, audiences, experiment winners and exceptional removals.

Viewer / Analyst

Reads aggregated marketing performance with personal identifiers masked.

The roles

Email Marketing Manager

Prepares campaigns, experiments and journeys and reviews independently prepared templates.

Permissions and screens

Manage draft Campaigns, ABTests, ABTestVariants, Journeys, JourneySteps
Approve EmailTemplates independently of Owner
Schedule only currently approved campaigns
View subscriber and engagement records within permitted workspace
No campaign self-approval or unilateral suppression removal

Campaign ScheduleApproved

Campaign NumberNameStart TimeEnd Time

Template ReviewSubmitted

Template NumberNameVersionOwner

My Active CampaignsDraft

Campaign NumberNameTemplateTarget List

Campaign ScheduleCampaigns

StatusApprovedScheduledSending

Email Designer

Creates reusable content and tests it in an explicit internal preview flow.

Permissions and screens

Manage own draft EmailTemplates and TemplateBlocks
Submit templates for independent review
View SenderIdentities, EmailFooterTemplates, PreferencesCenters
Internal test sends only to authorized addresses
No bulk campaign execution

Deliverability Manager

Maintains sender readiness, operational limits and suppression investigations.

Permissions and screens

Manage SenderDomains, SenderIdentities and warm-up limits
Add Suppressions
Prepare SuppressionReviews
Pause affected delivery
View Sends, SendRecipients, Bounces, SpamReports and BlocklistChecks
No content edits or independent approval of own removal requests

Campaign ScheduleApproved

Campaign NumberNameStart TimeEnd Time

Send ResultsSent

Send NumberCampaignRecipient Count SentRecipient Count Failed

Campaign BoardDraft

Campaign NumberNameOwnerPurpose

Campaign ScheduleCampaigns

StatusApprovedScheduledSending

Marketing Operations

Maintains audiences, acquisition evidence and subscriber preferences.

Permissions and screens

Manage Lists, ListMemberships, ListImports, Subscribers within acquisition policy
Record ConsentEvents and Unsubscribes
View delivery outcomes and masked suppression match results
No campaign approval or bypass of withdrawal

List Import ResultsValidating

Import NumberTarget ListRows ImportedRows Rejected

Drip Journey QueuePending

Enrollment NumberJourneySubscriberNext Step

Subscriber DirectoryActive

Subscriber NumberEmailFirst NameLast Name