What role should I give to a user?
This article will explain what roles there are to assign to users, and what those roles can access in terms of the CommuniGator Suite.
To know how to create a GatorLeads account, please read this article here.
Being assigned as an admin gives you access to all functions in CommuniGator.
It allows you to:
- Create and delete users
- Control user access to programmes
- Monitor all user activity
- Assign leads and reports
- Create campaigns
- Spend purchased credits
Being assigned as a Lead enables you to:
- Assign leads to other users
- Monitor leads under other users accounts
Being assigned as Sales usually means you are from the sales department in your company.
It enables you to:
- Monitor leads only assigned to your user account
Being assigned as Reports allows you to:
- Receive reports by email
Your report settings can be changed by an Admin to restrict which reports you receive
Being a Purchase user simply means you only have access to spend credits your company have paid for.
These credits are used to purchase emails to start a conversation with a person in a company you are targeting.
For example, you may want to speak to a marketing manager from a company, but do not know how to get in touch with them. Credits allow you to purchase the email of that marketing manager.
Due to the new GDPR rules, finding company/individuals emails will be harder
Being an export user means you can export reports and data, which will appear in the 'Export Management' tab.