User Roles and Permissions

Pim Rongkasuwan · Updated February 22, 2026

When creating a new user, you can assign one of the following three roles:

The table below outlines the permissions and access rights associated with each role.

Please note that Customers do not have system access. They only receive email notifications with links to view or download PDF documents.

Admin Access to CMS Platforms

Only users with the Admin role can be added to the Team Admin.

Admins who are assigned to one of the team may have additional or different access permissions depending on the team they belong to.

Function	Team Admin	Admin	Employee
Creating Customers	✓	✓	✓
Updating Customers	✓	✓	✓
Creating Admins	✓	✓
Assigning Customers to Admins/Employee	✓	✓
Adding Team Admins	✓
Access Front End	✓	✓	✓
Send Emails/PDFs	✓	✓	✓
Importing Customers Via CSV	✓	✓	✓
Access Team Admin	✓
Creating Subscribers	✓
Editing Subscribers Info	✓
Creating Content	✓	✓ (only blogs and products)	✓ (only blogs and products)
Updating Content	✓	✓ (only content created inside the agency)	✓ (their own content)
Creating Content Inside Team	✓
Publishing Content to Multiple Subscribers	✓
Creating to Design Pages	✓ (Need HTML Knowledge)
Updating Design Pages	✓ (Need HTML Knowledge)