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
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
Click the Admin button in the top-left corner.
Select the Roles tab.
View, create, or update roles and their permissions.
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.
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.


