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Role Permissions

Learn more about what each role permission enables

Mikayla Chun avatar
Written by Mikayla Chun
Updated over 2 months ago

Note: Viewing and editing role permissions requires Administrator access.

This document helps highlight what each of the role permissions enable for users - an absolute must read for admins configuring their Knak Instance.

Also important to note, the "edit email" and the "edit landing page" role permissions have a diamond beside these permissions because they require a license. If a user has a Premium license they can either edit emails or landing pages; however, if a user has a Premium Plus license they can edit both emails and landing pages. If you are interested in adding more licenses to your account, please contact your CSM for more information.

What are Role Permissions?

Knak users can be assigned a role which will govern what they can see and do when using Knak. Your account will have six roles already defined to begin with, you can also add your own custom roles. Roles that will automatically set up for your account are: Administrator, Brand Manager, Collaborator, Email Creator, Integrator, and Page Creator.


To view or setup roles, go to the Admin section (top left button) and click the Roles tab. From this page you can create new roles and configure existing roles.

To edit a role, click the edit button and a popup window will appear displaying the role permissions you can enable/disable for that role. You can also edit the role name as well as add a different description for that role as well.

If you make a change to any role permissions, don't forget to press the save button before closing out of the window to ensure your changes apply to the account.

Once you have your role setup, you can assign a user to the role by going to the User page and either inviting a new user or updating the assigned roles of an existing user. For more information click here.

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

Sync Unapproved Email

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

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

Approval 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

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 palettes

Allows user to manage color palettes

Manage font styles

Allows user to manage font styles/typography 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 the Inspiration Center

Allows user to create emails from the Inspiration Center

Create Email from Theme

Allows user to create emails from premade themes

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

Resync Email

Allows user to resync an already synced email

Send emails for approval that are not optimized

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

Sync Email

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 emails that are not optimized

Allows user to sync emails and landing pages that 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 create, update, and delete merge tags.

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

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

Roles

Create Roles

Allows user to create roles

Delete Roles

Allows user to delete roles

Edit Roles

Allows user to edit roles

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

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