IN THIS ARTICLE:
Agency roles
Depending on the role that is assigned to your account with the Agency add-on, you may have different options from the rest.
Currently, we distinguish between four types of roles under the Agency:
The Admin, who is responsible for the creation of the Agency in the first place.
The Owner of the company
Authorized Team member
The summarized breakdown of functionality for each of these roles is in the table below:
Permission | Admin | Owner | Authorized Team member |
Access to the Client | To all | To those in which they are an owner or have access
| To those where they have access |
Creating the Client | Yes | Yes | No |
Deleting the Client | Yes | Yes, the ones they are the owner | No |
Deactivating the Client | Yes | Yes, the ones they are the owner | No |
Access to given mailbox’ settings under the Client | Yes | Yes | Yes |
Deleting email account | Yes | Yes | Yes |
Granting access to the Client | Yes, in all of them | Yes, in the ones they are the owner | No |
Permissions visibility | Yes | Yes, for the ones they are the owner | No |
Inviting Guests | Yes | Yes | Yes |
Setup Notification Email | Yes, tab visible | Tab not visible | Tab not visible |
Admin, as the name suggests, has the ability to do everything Woodpecker offers. Note: only the Admin can set notification emails.
The Owner has similar capabilities, but with some limitations: they can delete, deactivate, give someone access to a Client, and see permissions only in Clients they own.
Authorized Team members won’t be able to delete or deactivate it, nor will they be able to grant access to the Client to anyone and see the permissions list.
Guest viewers in Agency
Users invited to your Agency are called Guest viewers. When you add one, you can choose to give them more authority by check-marking the “Can add and manage their email accounts” box in the invitation process.
You can also choose to include an additional message if an "Additional message" snippet has been added in the Notifications emails tab.
Users added to the client under Agency can add their own mailboxes. They will be able to see every mailbox connected to this company but only operate on their own, i.e. reconnect it or remove it. Besides that, they will be able to manage their general and domain settings.
Guest viewers have the ability to review the Client’s campaign results and export the data from them. This can be done from the Prospects tab in a chosen campaign, and the whole process is explained in this help article »
The thing they won't be able to do is to add their mailbox to the warm-up process, even though it’s available for regular users.
Adding users to the Guest Viewers tab won’t affect the payment.