To set up roles and permissions effectively, follow these steps:
Identify Key Tasks Start by identifying the key tasks involved in your email marketing process. This helps in understanding what roles are needed and what permissions each role should have.
Define Roles Clearly Once you have identified the key tasks, define the roles clearly. Make sure each role has a defined set of responsibilities and access levels.
Assign Permissions Assign appropriate permissions to each role. For example, only admins should have access to account settings, while campaign managers should have access to campaign analytics.
Regular Review Regularly review the roles and permissions to ensure they are still relevant. As your team grows or changes, you may need to adjust roles and permissions accordingly.