Overview
Extole’s user roles are great for organizing your team members and managing access within your Extole account. In particular, roles can help you delegate work across your team by focusing account access for specific members based on their primary duties.
We currently offer two user roles within the Extole platform: Admin and User Support.
Role Types
Admin
By default, new Extole users are considered Admins, which means they have full access to features and pages within the platform.
User Support
The User Support role is a great fit for members of your team that are dedicated to resolving customer inquiries and requests. This role type only has access to the User Support pages within your Extole account and cannot navigate to other parts of the platform, such as the Campaign Editor, Reports, or Audiences.
How to Assign Roles
Within your account, you can easily invite additional team members from the Settings page. If you would like to restrict a user's access to only the User Support section of the Extole platform, you can do so by explicitly assigning them to the User Support role during the user creation process.
Existing Users
Navigate to your Settings.
Find the user you'd like to edit in the Team table.
Click the edit button on the far right.
Scroll down to Permissions and turn on the "Restrict access to User Support" toggle.
Hit the Save button in the top right.
New Users
Navigate to your Settings.
Click the + New Team Member button.
Enter their email address.
Under Permissions, turn on the "Restrict access to User Support" toggle.
Hit the Save button in the bottom right.