This article breaks down the different roles available in SignatureSatori, detailing the specific permissions for everyone from a basic User to a Root administrator. It also provides a clear, step-by-step guide on how to assign these roles to effectively manage your team's access.
Understanding User Roles
We have divided the roles into three main categories: End Users, Specialized Roles, and Administrators.
1. End Users
User: The User is the person whose email signature is being managed in the app. Users do not have permission to log into the app and change their signatures directly. However, they can use a dedicated form to request contact info changes, which must then be approved by an Administrator.
2. Specialized Roles
These roles are perfect for team members who need access to specific features without having full administrative control:
The Signature Designer: This role gives a user access only to Signature Templates and the possibility to preview a signature for any User.
Marketing Manager: This role is designed for your marketing team. It grants access to the marketing planner and the related content management, but they are unable to make any payments, change payment methods, alter any User info, change User Group affiliation or manually set signatures.
3. Administrators
Administrators manage the application, billing, and other users. Access levels increase from Light Admin up to Root.
Light Admin: Has access to most parts of the application, allowing them to manage signatures and day-to-day operations, except access to Billing, Billing Information, Subscription, Credit Automation, and Automation Features.
Admin (or Administrator): Has full access to the core app functionality, can manage signatures, marketing planner, and payment methods.
Root: Has the same rights as Admin and, in addition, can assign roles. The Superadmin in your Google Workspace account is automatically assigned the Root admin access. However, this can be changed in Settings.
How to assign roles
To assign roles to other team members, you must have Root access.
As mentioned above, Google Workspace Superadmins are automatically granted Root access. If you need a different user promoted to Root so they can manage roles, please contact our support team and we can set that up for you.
To assign a role:
Ensure the person you want to assign a role to already exists as a user within SignatureSatori.
Go to Settings > Users & roles in the SignatureSatori app.
Review the current role assignments or create new ones using the input fields. (Note: The input field is case-sensitive).