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 |