What’s your role within the Prowly account?

What’s your role within the Prowly account?

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To log in to your Prowly account, you use your email address. The app sees it as your individual ID, to which a specific ‘role’ is assigned. Your role will determine your access to the app’s functionalities. Learn how to manage these roles and how to use them in practice.

In the Account module, when you enter the Users tab, you will be able to verify what roles you can assign to different users and what are the roles of those who are already active in your account.
Account module in Prowly, where you can manage your users

Account module in Prowly, where you can manage your users

When you enter the Account module, select Users from the drop-down list. Here, you can see the list of users who can log in to your account. 
Choose Users to see details

Choose Users to see details

This is also where you can invite new users to your account (by hitting the Invite user button).
Users view, you can see roles and invite new ones

Users view, you can see roles and invite new ones

The following roles are available:
  1. Owner
  2. Admin
  3. Publisher
  4. Writer
  5. Viewer
By choosing the role, you determine the scope of their access to your account. Some features may be limited, some of them may be even unavailable.
The table below shows the name of the module and the name of the section. How to read the table?🔎
  1. Audience – this is where you manage your media contacts database, groups, segments,
  2. Brand Journals – your online press office with all your press releases,
  3. Pitch – all your mailings and campaigns,
  4. Account – this is where you manage the whole account.
In the third column, you can see what types of actions are available within a specific section in the module:
  • view – allows to view the data,
  • create – allows for using all the functions for adding new elements, e.g., New mailing,
  • remove – allows to delete items such as mailings, contacts, etc.,
  • update – allows for modifying the elements that have already been added, e.g., editing your contact’s phone number.
Module Action Owner Admin Publisher Writer Viewer
Audience contacts view x x x
Audience contacts create x x x
Audience contacts remove x x x
Audience contacts update x x x
Audience contacts import x x x
Audience contacts export x x x
Audience groups view x x x
Audience groups create x x x
Audience groups remove x x x
Audience groups update x x x
Audience segments view x x x
Audience segments create x x x
Audience segments remove x x x
Audience segments update x x x
Audience GDPR functions view x x x
Audience GDPR functions create x x
Audience GDPR functions update x x
Audience GDPR functions remove x x
Brand journals dashboard view x x x x x
Brand journals journal view x x x x
Brand journals journal create x x x
Brand journals journal update x x x
Brand journals journal remove x x
Brand journals story view x x x x x
Brand journals story config x x x x
Brand journals story create x x x x
Brand journals story update x x x x
Brand journals story remove x x x x
Brand journals editor editor x x x x
Pitch campaigns view x x x x x
Pitch campaigns create x x x
Pitch campaigns update x x x
Pitch campaigns remove x x
Pitch mailings view x x x x x
Pitch mailings create x x x
Pitch mailings update x x x
Pitch mailings remove x x
Account change plan* x
Account edit data x x
Account change owner x
Account invite x x
Account change users roles x x
Account remove users x x
Account billing/payments* x
*concerns automatic payments only
Summing up the roles:
  • Owner – there is always one owner within each account, and it’s the person who has signed up and brought the account to life (it can be changed, of course). Owner is the only role that can change... the Owner.
  • Admin – it’s a user role that allows to do virtually everything apart from changing the Owner or payment plans (this concerns automatic payments only).
  • Publisher – this role also has many powers, but cannot delete anything and has no access to the Account module, so, e.g., they can’t invite new users.
  • Writer – this role is dedicated for content creators. Someone who’s creating content, but doesn’t deal with publishing or distributing it, is a perfect candidate for the Writer role.
  • Viewer – if you need to invite an “onlooker” to your account, or someone who will just be able to view your content, mailings, campaigns, etc., but will not be authorized to change anything within the account, then the Viewer role is a perfect match. Perhaps you’d like to invite a customer to show him or her the account?
Summing up the whole topic:
  • Try to use all the user roles available within your account. If you still have a login to spare, invite someone from your team and make your life easier.
  • When you invite a new user, consider his or her role—use all the authorizations and limitations wisely.
  • Remember that the Activity history tab shows the log of all actions taken within the account. They are traced per user, so we recommend logging in using your dedicated email address.
Thanks so much for your attention! If you need any information, have some questions, or perhaps just want to share some interesting insights, feel free to write to me at support@prowly.com

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