Which User Roles Are Available?

We offer three user roles within the platform, each with different access levels:

1. Campaign Viewer

• Can view all campaigns and performance metrics

• Can send manual replies and start/stop campaigns

• Cannot create or edit campaigns, search leads, set up integrations, invite team members, or change subscription settings

2. Regular User

• Can create campaigns and personas with them as the only sender

• Only sees campaigns and personas created by them

• Can't create campaigns for other team members

• Does not have access to the general dashboard or overall performance statistics

• Cannot view conversations or reply to leads in campaigns created by a Campaign Admin, even if their connected mailboxes are being used in that campaign.

3. Campaign Admin

• Can view and edit campaigns created by any user

• Can create campaigns for any team member

• Has full visibility into dashboard analytics and performance metrics

• Can manage user roles and workspace settings

If you’d like to upgrade a user’s role, simply reach out to your Customer Success Manager or email us at help@aisdr.com - we’re happy to assist!

📄 How Can I Invite Team Members?