Help Center

Gives a user the ability to search contacts. If a user does not have the permission to view all contacts, they will still have the ability to search all contacts but will not be able to click on any contacts that are not their own.

Allows a user to add a contact.

Allows a user to view and edit contact details even if they are not the rep on the account.

Gives a user the ability to merge an inactive contact with another contact. This cannot be undone.

Allow a user to delete a contact with no order history.  The contact must be inactive.

Gives a user the ability to make contact changes in bulk. These changes include enabling client center access, electronic communication subscriptions and any dynamic attributes that have been created. A user will also be able to bulk send out client center login information with this permission. A user will need the permission to search contacts.

Contact client center permissions can be edited in bulk from the contact search page. Users need this permission in order to make this type of bulk change.

Gives a user the ability to approve new contacts created in the system. This can be helpful to prevent duplicates.

Gives a user the ability to approve or deny contact ownership requests.

When Astro is enabled, this permission allows a user to leverage Astro in the Send Email popup to automatically generate draft emails of various types, including prospecting and product offerings.

Gives a user the ability to search companies. If a user does not have the permission to view all companies, they will still have the ability to search all companies but will not be able to click on any companies that are not their own.

Allows a user to add a company.

Allows a user to view, and edit company details even if they are not the rep on the account.

Allows a user to edit the billing information for a company, which includes payment terms and methods, as well as currency.

This permission grants users the ability to edit company dynamic attributes. This is enforced when adding or editing companies, as well as editing company attributes from company overview pages.

Gives a user the ability to add/edit reps on a company if they are the primary rep on the account.

Allow a user to set up company order splits by publication and brand.  You must have order splits enabled in your settings.

Gives a user the ability to assign unassigned artwork for a specific company to any ad tickets for that specified company.

If company names are too similar, the system will restrict those companies from creating orders, as they may be duplicates. If they are not duplicates, a user with this permission will be able to end the restriction and these similar companies will be able to place orders again.

Users need this permission in order to deactivate a company that has open invoices. Any open invoices will still require payment, display in reports, and trigger reminders to your client. If you will be deactivating companies with open invoices, you should either close the invoices, or merge with another company.

Gives a user the ability to merge an inactive company with another company. This cannot be undone.

Allow a user to delete a company with no order history.  The company must be inactive.

Gives a user the ability to make company changes in bulk. These bulk changes include the category, market, publisher, and payment terms as well as any dynamic attributes that have been created. A user will also need the permission to search companies.

Can generate and view company statements, which are accessed under the billing information on the company details page.

Can view invoices for a company on the invoice tab of the company details page.

Allows a user to import new companies via the import tool.

Allow a user to upload and view vendor contact application forms.

Without this permission, you can only see vendors who do not have any users set on them, or vendors that you are a user on. You will be unable to see vendors that have other users set on them. With the permission, you can see all vendors.

Gives a user access to all contact lists in their site, including lists owned by other users. Without this permission, you can access contact lists owned by yourself or users who report to you, as well as any lists without a specified owner. This permission also gives users the ability to edit the owner of contact lists.

Applicable when the Astro module is enabled, this permission allows a user to enter a prompt when creating a Mail Merge email, which will automatically be populated with content generated by our AI tool Astro. To see the prompt content to show up in your emails, you also need to include the ‘Astro Prompt’ merge tag in your mail merge templates.

Allow a user to access and manage each users’ Autodraft lists in the system, not just their own. With this permission, you can create Autodrafts for other users, as well as perform actions on them.

Allows you to view and manage Scheduled Email Groups for all users in your system. Without this permission, on the Scheduled Email Groups page, you’ll have access to your own groups, as well as any users who report to you.

Lets a user view MailChimp campaign information on the Marketing > Email Campaigns page.

Lets a user view Constant Contact campaign information on the Marketing > Email Campaigns page.