Overview
Role permissions control what you can see and do in your Knak account. Each user must have a role.
If you cannot complete an action, your role may not include that permission. Contact your Administrator to request changes. Knak Support cannot update roles for you.
Note: You must have Administrator access to view or edit role permissions.
What Are Role Permissions?
Roles define access levels and capabilities. Knak includes the following default roles:
Administrator
Brand Manager
Collaborator
Email Creator
Integrator
Page Creator
Essential
Designer
You can also create custom roles to match your team’s needs. Check out our Out-of-the-Box Roles and Default Permissions Document for more information.
License Types
Licenses determine what you can create and edit.
Available License Types
Designer
Sync designs from Figma
Add comments and suggestions
Essential
Edit text only
Use artificial intelligence (AI) features
Premium
Create and edit emails or landing pages
Cannot do both
Premium Plus
Create and edit emails
Create and edit landing pages
Learn more about License Types and What Each License Includes.
How to View or Configure Roles
Create a New Role
Click Admin
Select the Roles tab
Click + Create Role button
Enter a name and description
Select permissions
Click Create when finished.
Edit an Existing Role
Click Admin
Select the Roles tab
Click Edit next to a role
Update permissions, name, or description
Click Save
Assigning Roles to Users
Once your role is set up:
Go to the Users page
Invite a new user or select an existing user
Assign a role
Press Save.
All Existing Role Permissions:
Administration
Administration
Role Permission | Description |
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
Advanced Editor Settings
Role Permission | Description |
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
Advanced Workflow
Role Permission | Description |
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
API Integration
Role Permission | Description |
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
Asset Folders
Role Permission | Description |
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
Brands
Role Permission | Description |
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
Dynamic Content
Role Permission | Description |
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
Email Themes
Role Permission | Description |
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
Emails
Role Permission | Description |
Approve email | Allows user to approve/request changes for emails |
Can edit text in emails | Allows user to edit text in emails. *Adding this permission will cause this role to use a user license. |
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 | Allows user to edit emails *Adding this permission will cause this role to use a user license. |
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. |
Figma Plugin
Figma Plugin
Role Permission | Description |
Sync assets using Figma plugin | Allows user to sync emails from Figma to Knak using the Figma plugin. *Adding this permission will cause this role to use a user license. |
Images
Images
Role Permission | Description |
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
Integrations
Role Permission | Description |
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
Landing Pages
Role Permission | Description |
Can edit text in landing pages | Allows user to edit text in landing pages *Adding this permission will cause this role to use a user license. |
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 | Allows users to edit landing pages *Adding this permission will cause this role to use a user license. |
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
Modules
Role Permission | Description |
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
Reporting
Role Permission | Description |
View Company CDN Usage Data | Allows user to view company CDN usage while viewing the image library |
Review Groups
Review Groups
Role Permission | Description |
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
Roles
Role Permission | Description |
Create Roles | Allows user to create roles |
Delete Roles | Allows user to delete roles |
Edit Roles | Allows user to edit roles |
Sync
Sync
Role Permission | Description |
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
Users
Role Permission | Description |
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
Program Scheduling
Role Permission | Description |
Schedule Programs | Allows user to schedule Marketo Programs |
Programs
Programs
Role Permission | Description |
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.