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Role Permissions

Learn what each role permission in Knak allows users to do, so you can manage access with clarity and control.

Updated over 2 weeks ago

Note: Viewing and editing role permissions requires Administrator access.

Overview

Role permissions define what users can see and do in your Knak account. Each user must be assigned a role. This article outlines default and license-based roles, what permissions they include, and how to manage them.

If you can't complete an action, your role may not include the required permission. Contact your Knak Administrator for changes. Knak Support cannot change user roles.

What Are Role Permissions?

Roles control access and capabilities. Knak includes six default roles:

  • Administrator

  • Brand Manager

  • Collaborator

  • Email Creator

  • Integrator

  • Page Creator

You can also create custom roles.

Expand this section to see the default role permissions applied to roles for new accounts

Category

Permissions

Administrator

Email Creator

Page Creator

Integrator

Brand Manager

Collaborator

Administration

Configure SSO settings

x

Update Company Settings

x

View all company tickets in support

x

Advanced Editor Settings

Allow Break Apart Modules

x

Allow forced approvals

x

Allow forced emails to draft

x

Bypass editor restrictions

x

Comment on assets

x

x

x

x

x

x

Control Emails Available in Chrome Extension

x

Moderate Comments

x

Select custom colors in editor

x

Advanced Workflow

Change Status Of Email

x

Edit Locked Emails

x

Sync Unapproved Email

x

API Integration

Allows API developers to read asset custom fieldsets

x

Can Manage API Tokens

x

Approval Groups

Allow dynamic approvals

x

Allow editing approval groups on approval process

x

Create Approval Group

x

Delete Approval Group

x

Edit Approval Group

x

Asset Folders

Create Asset Folders

x

Create Campaigns

x

x

x

Delete Asset Folders and Campaigns

x

Delete campaigns

x

x

x

Move and Update Asset Folders and campaigns

x

Move and update campaigns

x

x

x

Brands

Create Brand

x

Delete Brand

x

Edit Brand

x

x

Manage color palettes

x

x

Manage font styles

x

x

Manage fonts

x

Dynamic Content

Create Dynamic Elements

x

Manage Global Segments

x

Manage Local Segments

x

Email Themes

Create Email Theme

x

Delete Email Theme

x

Update Email Theme

x

Emails

Approve Email

x

x

Can generate email client previews

x

Can Send Reminders on any Email

x

Clone Emails

x

Create Email

x

Create email from HTML

x

Create Email from the Inspiration Center

x

Create Email from Theme

x

Create email using AI

Delete Email

x

Download Email

x

x

Download Unapproved Email

x

Edit Email

x

Edit Email Settings

x

x

x

Request Translations

x

x

x

Request Translations for Unapproved Email

x

x

x

Resync Email

x

x

Send emails for approval that are not optimized

x

Sync Email

x

x

Sync emails that are not optimized

x

Images

Ability to read all folders, regardless of read permissions set

x

Update Folder Permissions

x

Integrations

Allows the user to create, update, and delete merge tags.

x

Create Integration

x

Delete Integration

x

Edit Integration

x

Select blocks from Movable Ink

x

View integration request log

x

View merge tags

x

x

x

x

x

x

Landing Pages

Clone Landing Pages

x

Create Landing Page

x

Create Landing Page from the Inspiration Center

x

Create Landing Page from Theme

x

Delete Landing Page

x

Edit Landing Page

x

Edit Landing Page Settings

x

x

Use Landing Pages

x

x

x

x

x

x

Modules

Adjust Module Rules

x

Create Module

x

Create Module Category

x

Delete Module

x

Delete Module Category

x

Edit Module

x

Edit Module Category

x

Update modules in themes

x

Program Scheduling

Schedule Programs

x

x

Programs

Create Program Templates

x

Create Programs

x

x

x

Delete Program Templates

x

Update Program Templates

x

Update Programs

x

x

x

Reporting

View Company CDN Usage Data

x

Roles

Create Roles

x

Delete Roles

x

Edit Roles

x

Users

Create Users

x

Delete Users

x

Edit Users

x

Manage User Login

x


License-Based Role Permissions

Some permissions require a Premium or Premium Plus license:

  • Create/Edit Email: Create Email, Create from HTML/Inspiration Center/Theme, Create Email using AI, Edit Email

  • Create/Edit Landing Page: Create from Inspiration Center/Theme, Edit Landing Page

What each license includes:

  • Premium license: Allows users to create and edit either emails or landing pages - not both.

  • Premium Plus license: Allows users to create and edit both emails and landing pages.

To upgrade or purchase additional licenses, contact your Customer Success Manager (CSM).


How to View or Configure Roles

  1. Click the Admin button in the top-left corner.

  2. Select the Roles tab.

  3. View, create, or update roles and their permissions.

Show the Admin panel with the Roles tab selected

Editing a Role

  • Click the Edit button next to a role.

  • A popup window will open with all available permissions.

  • Enable or disable permissions as needed.

  • Edit the role name or update its description if necessary.

  • Click Save before closing the popup to apply your changes.

Show the edit popup with permission toggles.

Assigning Roles to Users

Once your role is set up:

  • Go to the Users page.

  • Invite a new user or update an existing user’s role assignment.

  • Click here for more information on managing users.


All Existing Role Permissions:

Administration

Configure SSO settings

Allows user to configure SSO settings within Knak, can be found on the admin side of the platform under system settings > SSO

Update Company Settings

Allows user to navigate to the admin side of the platform to adjust company wide settings

View all company tickets in support

Allows user to view tickets made by anyone from their company, more information about this here: View Support Tickets

Advanced Editor Settings

Allow Break Apart Modules

Allows user to break modules into sections

Allow forced approvals

Allows user to expedite approval process by forcing approvals (done through the info tab > click approve asset)

Allow forced emails to draft

Allows user to revert an email back to draft after it has already been approved

Bypass editor restrictions

Allows user to ignore restrictions placed by other users

Comment on assets

Allows user to comment on assets in the collaborate tab

Moderate Comments

Allows user to delete/edit comments

Select custom colors in editor

Allows user to choose custom hex codes for colors

Advanced Workflow

Change Status Of Email

Allows user to change the status of an email (ex: waiting for approval, requested changes, draft, approved)

Edit Locked Emails

Allows users to edit emails even if they are locked by another user

API Integration

Allows API developers to read asset custom fieldsets

Allows user to read asset custom fieldsets

Can Manage API Tokens

Allows user to generate API token while setting up custom integration

Asset Folders

Create Asset Folders

Allows user to create asset folders

Create Campaigns

Allows user to create campaigns

Delete Asset Folders and Campaigns

Allows user to delete asset folders and campaigns

Delete campaigns

Allows user to delete campaigns (not asset folders)

Move and update asset folders and campaigns

Allows user to move and update asset folders and campaigns

Move and update campaigns

Allows user to move and update campaigns (not asset folders)

Brands

Create Brand

Allows user to create brands

Delete Brand

Allows user to delete brands

Edit Brand

Allows user to edit brands

Manage color kits

Allows user to manage color kits

Manage font styles

Allows user to manage font styles/font kits

Dynamic Content

Create Dynamic Elements

Allows user to create dynamic elements

Manage Global Segments

Allows user to manage global segments

Manage Local Segments

Allows user to manage local segments

Email Themes

Create email theme

Allows user to create email themes

Delete email theme

Allows user to delete email themes

Update email theme

Allows user to update email themes

Emails

Approve email

Allows user to approve/request changes for emails

Can generate email client previews

Allows user to generate email client previews

Can send reminders on any email

Allows user to send reminders on any email, to do this click the publish button then click "send reminder" to alert those who need to review an email for the approval process

Clone emails

Allows user to clone emails

Create email

Allows user to create emails

Create Email from HTML

Allows user to create emails from premade HTML files

Create email from the inspiration center

Allows user to create emails from the Inspiration Center

Create email from theme

Allows user to create emails from premade themes

Allows user to create full emails using our AI email generation feature

Delete email

Allows user to delete emails

Download email

Allows user to download emails

Download unapproved email

Allows user to download an email that hasn't gone through the approval process

*Edit email

*Requires a license: allows user to edit emails

Request translations

Allows user to request translations for approved emails

Request translations for unapproved email

Allows user to request AI translations for unapproved emails

Send emails for approval that are not optimized

Allows user to send emails for approval even if they are not optimized

Update email settings and name

Allows user to edit email settings and name.

Images

Ability to read all folders, regardless of read permissions set

Allows user to open all image folders regardless of any permissions set

Update Folder Permissions

Allows users to edit/update folder permissions

Integrations

Allows the user to view merge tags

Allows user to view merge tags but not create/update/delete them.

Allows the user to create, update, and delete merge tags.

Allows user to create, update, and delete merge tags.

Allows the user to override merge tag default values

**(Only available for Marketo customers at the moment, will not appear in role permissions if you do not use Marketo as your MAP)**

This role permission allows builders to change the default value of the merge tag within the Knak builder. Find out more information in this help document.

Create Integration

Allows user to create and connect an integration

Delete Integration

Allows user to delete an integration

Edit Integration

Allows user to edit an integration that has previously been connected

Select blocks from Movable Ink

Allows user to select Moveable Ink content blocks in the builder

View integration request log

Allows user to view integration request log

Landing Pages

Clone Landing Pages

Allows user to clone landing pages

Create Landing Page

Allows user to create landing pages

Create Landing Page from the Inspiration Center

Allows user to create landing pages from the Inspiration Center

Create Landing Page from Theme

Allows user to create landing pages from a premade theme

Delete Landing Page

Allows user to delete landing pages

*Edit Landing Page

*Requires a license: allows users to edit landing pages

Update landing page settings and name

Allows user to update landing page settings and name

Use Landing Pages

Gives user access to the landing page builder

Modules

Adjust Module Rules

Allows user to adjust module rules and set restrictions

Create Module

Allows user to create modules

Create Module Category

Allows user to create module categories

Delete Module

Allows user to delete modules

Delete Module Category

Allows user to delete module categories

Edit Module

Allows user to edit modules

Edit Module Category

Allows user to edit module categories

Update modules in themes

Allows user to update modules in themes

Reporting

View Company CDN Usage Data

Allows user to view company CDN usage while viewing the image library

Review Groups

Allow dynamic approvals

Allows user to send to individual users for approval instead of using review groups

Allow editing approval groups on approval process

Allows user to send an asset for approval and then edit the approval group during the approval process in the builder

Create Approval Group

Allows user to create approval groups for the brands they have access to

Delete Approval Group

Allows user to delete approval groups for the brands they have access to

Edit Approval Group

Allows user to edit approval groups for the brands they have access to from the admin side of the platform

Roles

Create Roles

Allows user to create roles

Delete Roles

Allows user to delete roles

Edit Roles

Allows user to edit roles

Sync

Resync assets

Allows user to resync an already synced email

Sync assets

Allows user to sync approved emails and landing pages (to sync unapproved emails they will also need the "Sync Unapproved Email" permission under the Advanced Workflow section

Sync assets that are not optimized

Allows user to sync emails and landing pages that are not optimized

Sync unapproved assets

Allows users to sync an email or landing page that hasn't undergone an approval process

Users

Create Users

Allows user to create users and send out user invitations

Delete Users

Allows user to delete users

Edit Users

Allows user to edit users details


*The following role permissions will only appear for those signed up for "Knak Launch" in reference to Marketo Cloning Programs*

Program Scheduling

Schedule Programs

Allows user to schedule Marketo Programs

Programs

Create Program Templates

Allows user to create Marketo Program Templates

Create Programs

Allows user to create Marketo Programs

Delete Program Templates

Allows user to delete Marketo Program Templates

Update Program Templates

Allows user to update Marketo Program Templates

Update Programs

Allows user to update Marketo Programs


Need more help? Contact support via live chat using the chat bubble in the bottom right corner or email support@knak.com.

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