Restrict User Access to Certain Folders or Programs

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Restrict User Access to Certain Folders or Programs

We are working with an outside vendor that is creating some emails and email templates for us.  Is there a way to set them up as a user but somehow restrict there access to only certain folders/programs where they would be able to upload emails?

If you do work with outside vendors/agencies/designers, how do you handle their access to your instance?

Thanks,

Tim

2 REPLIES 2
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Level 10 - Champion Alumni

Re: Restrict User Access to Certain Folders or Programs

I believe there is an Idea to add folder level restrictions.

You can create Roles specific to vendor Roles. For example:

  • Design - create/edit templates, but not approve
  • Lead Database View only.
  • Analytics only
  • Create Programs and Campaigns, but cannot activate or send emails.

things like that.

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Level 10 - Champion Alumni

Re: Restrict User Access to Certain Folders or Programs

This is a sorely needed feature.  Vote up these ideas: