Applies to: Starter and PowerThere are three main permission sets and then multiple secondary permission sets for each module in the IZEA® Flex platform. This article will walk you through the permission sets and the details of each permission granted.
User Type Permissions
User type permissions allow you to choose the overarching access that this specific user will have for the account or organization overall.
- Account Member: A user with access to one or more accounts within the organization.
- Organization Member: A user with access to all accounts within the organization.
- Organization Admin: A user with full access and administrative permissions for all accounts within the organization.
User Access Permissions
Secondary permissions are set at the module level. Users can be given access to View, Edit, Delete or Export information from each module. Below, we will break down each module and its permission settings.
Campaigns
Applies to: Starter and Power
- View: Users can view all information regarding campaigns. This includes Campaigns, Platforms, Tags, Collaboration Types and Content Types.
- Edit: Users can create, associate and/or modify Campaigns, Platforms, Tags, Collaboration Types and Content Types.
- Delete: Users can delete campaigns and tags.
- Collaboration types and content types are global lists and cannot be deleted.
- Export: Users can export Campaigns, Tags, Collaboration Types and Content Types.
Offers
Applies to: Starter and Power
- View: View offerss.
- Edit: Create, edit and associate offers.
- Delete: Delete offers.
- Export: Download offer PDFs.
Discover
Applies to: Starter and Power
- View: Users have access to Discover, which allows them to search for creators, add new handles and view platform insights.
Contacts
Applies to: Starter and Power
- View: Users can view contacts and contact information.
- This includes Contacts and Companies.
- Edit: Users can create new contacts and/or companies. User can also create and edit lists and associate contacts.
- Delete: Users can delete contacts or companies.
- Export: Users can export contact or company data.
Tracking Links
Applies to: Starter and Power
- View: Users can view tracking links and tracking link data.
- Edit: Users can create, edit and associate tracking links.
- Delete: Users can delete tracking links.
- Export: Users can export tracking links and tracking link data.
Integrations
Applies to: Starter and Power
- View: View tracking links.
- Edit: Create, edit and associate tracking links.
- Delete: Delete tracking links.
- Export: Export tracking links and data.
ContentMine®
Applies to: Starter and Power
- View: View content for given account(s).
- Edit: Convert/save and associate content.
- Delete: Delete content from ContentMine.
- Export: Export content from ContentMine.
ShareMonitor®
Applies to: Power
- View: View ShareMonitor.
- Edit: Create, edit and associate monitors.
- Delete: Delete monitors.
- Export: Download ShareMonitor results.
Transactions
Applies to: Power
- View: View transactions for a given account.
- Edit: Create, edit and associate transactions.
- Fund: Fund an account with a credit card.
- DirectPay Approval: Approve or decline a DirectPay request.
CRM Files
Applies to: Starter and Power
- View: View files.
- Edit: Create, edit and associate files.
- Delete: Delete files.
- Export: Download files.
Contracts
Applies to: Power
- View: View contracts.
- Edit: Create, edit and associate contracts and templates.
- Delete: Delete contracts and templates.
- Export: Download contracts and templates.