User Roles and Permissions – Reference Guide

Getting your team set up right in ZEPIC is the quickest way to have BOTH security and success for your campaigns.

Marketing teams are usually juggling a lot, and the last thing you need is a MAJOR setting accidentally changed, a campaign launched with issues, or any data breaches.

ZEPIC’s Roles and Permissions prevent this. With this, you can make sure that client information and campaign settings are accessible only by trusted individuals added by you or your admins. Currently, in ZEPIC, you can assign the six roles below:

• Owner
• Admin
• Manager
• Author
• Analyst
• Support
  
  

A Detailed Breakdown of Roles and Permissions

Understanding Access Levels in Tables

For clarity across the detailed tables, we’ve used three symbols to quickly clarify what each role can do to help you achieve your goals:

• ✔:Full Access. The user has full permission to view, create, edit, and delete this feature (e.g., launching a campaign).
• ◓:Restricted Access. The user has access but is limited to certain actions, usually View or Save Draft only. They cannot manage administrative settings or delete data.
• ✖:Denied Access. The user has no access or privileges for this feature.
  
  

Account and Security Settings

These features are the foundation of your ZEPIC account. Access is tightly controlled to protect your core administrative privileges, financial security, and user base.  Only the most trusted roles have full control over this set of features.

Financial Management

This category of features is for managing all financial transactions, wallet balances, and subscription details for your account. Limiting access helps make sure that only those with executive authority can modify your spending and contracts.

Customer Engagement and Campaigns

This is the engine room of your marketing efforts, covering message creation, channel configuration, and automated flow execution. Access here dictates who can communicate directly with your customers.

Integrations and APIs

These features on ZEPIC handle how your team connects with external CRM systems and other third-party applications. Limiting access to configuration ensures data synchronization runs smoothly and protects your technical setup.

Customer Data, Segments, and Lists

Controlled access here is essential to maintain the integrity and accuracy of your audience data. This category of features covers defining, importing, managing, and segmenting all contact and event data within ZEPIC.

One-to-One Communication Tools

These features on ZEPIC are where your Support team shines, focusing on managing inbound conversations and rich media files to facilitate direct customer service and engagement.

Reporting and Insights

This set of features provides the analytics you need to measure marketing effectiveness, track campaign performance, flow success, and revenue attribution, helping your teams to make data-driven decisions.

Did this article help you understand user roles and permissions in ZEPIC better? Let us know!

To learn how to add or remove users, check out our next article on How to Add, Delete Users, and Manage Permissions in ZEPIC.