Clicking the Edit permissions button (gear icon) in the Actions column opens a granular permissions editor. The editor displays as "Select user permissions for [Username]" and contains three tabs: Lists, Campaigns, and General Settings.
Open the permissions editor by clicking the shield icon next to the target user.
Navigate through the Lists, Campaigns, and General Settings tabs and configure permissions as needed.
Click Save Changes to apply your modifications.
Click Cancel to discard changes.
Click Back to Team to return to the user list without saving.
Important: Permission changes are applied immediately after clicking Save Changes. There is no automatic undo, so review your selections carefully before saving.
Lists Permissions
Controls access to data, records, and activity within the platform.
Permission | Options |
List Visibility | User can view all lists / User can only view assigned lists |
Delete Access | User can delete records (contacts, companies, or lists) / User cannot delete any records |
Edit Access | User can edit all records / User cannot edit any records |
Import Contacts | User can import new contacts / User cannot import contacts |
Import Companies | User can import new companies / User cannot import companies |
Export Access | User can export contacts or companies / User cannot export |
Activity Access | User can access all activity / User can only access activity they created |
Campaigns Permissions
Controls outreach capabilities including campaign management and identity access. These settings affect sending, viewing, and managing campaigns.
Permission | Options |
Campaign Creation | User can create and edit campaigns / User cannot create or modify campaigns |
Identities Access | User has access to all identities / User has access to specific identities only |
General Settings Permissions
Controls access to account configuration and credit management.
Permission | Options |
Account Configuration | User can access general account settings (includes billing) / User cannot access general account settings |
Credits Usage | User can purchase and consume credits / User can only consume credits / User can only consume limited credits |