Organization Administrators can update workspace user permissions and communication subscriptions from the Workspace Users tab in your Propensity Workspace Settings. Click on the round icon in the upper right, and select Workspace Settings > Workspace Users > View. 

Workspace users can review their settings but must talk with their Admin about making edits. Admins have permission to review workspace user settings and make changes by clicking Edit, once changes are made be sure to click Save. 

Permission

Organization Administrators can assign permissions to Workspace Users, there are 4 types of users: Admin Editor Read Only Sales

Each role controls what a user can view, create, and configure within Propensity. Here is a breakdown of what each role can do.

Workspace Administrator (Admin)
Full access to all features and settings, including:

• Create and edit audiences and campaigns
• Access and edit all workspace settings
• Add and manage users and permissions
• Configure payment methods and prepaid credits
• Add connections and configure CRM settings

Editor
Same access as Admin for audiences and campaigns, with limited access to workspace settings:

• Create and edit audiences and campaigns
• Add personal connections (LinkedIn, Facebook, Salesforce, HubSpot, and others)
• Add prepaid credits
• Install Salesforce and HubSpot packages
• Cannot edit workspace settings or manage workspace users
• Cannot access CRM sync settings

Sales
Limited access focused on prospecting and lead management:

• Create audiences
• View campaigns (read-only)
• Sync leads from Global Search
• Cannot access workspace settings, CRM sync settings or disconnect audiences

Read-Only
View-only access with no editing capabilities:

• View campaigns and audiences (read-only)
• Cannot edit campaigns, audiences, or workspace settings
• Cannot access CRM sync settings

Billing Contact

Only Billing Contacts have access to the Billing tab in the Workspace Settings, this is where they can update the payment method and review invoices. Admins can assign a user as a Billing Contact by selecting this user settings.

Access

Workspace admins can Activate and Deactivate users within the Workspace at any time.

Email Communication Subscriptions 

Admins can subscribe the appropriate workspace users to helpful email communication to keep them up to date on things like campaign status, ABM campaign performance, and website visits. 

Daily ABM Report Receive a daily summary of the top accounts, leads, intent signals, and more from your ABM Connected Website. Weekly Campaign Report Receive a summary of last week's campaign performance every Monday morning.  Campaign Status Updates Stay up to date on the status of your campaign by receiving updates and alerts for each ad channel directly to your inbox.