Roles and permissions reference

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 Review the responsibilities and permissions associated with common Elaine user roles.

Reference

     
  • Administrator: Configures users, roles, tenants, integrations, and controlled instance settings.
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  • Campaign manager: Creates and operates audiences, messages, campaigns, schedules, and monitoring within assigned scope.
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  • Editor: Creates and edits approved content and messages without automatically receiving release authority.
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  • Approver: Reviews and authorizes messages or campaigns according to the configured workflow.
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  • Analyst: Reads approved statistics, dashboards, and exports without changing campaign execution.
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  • API identity: A non-human account scoped to the functions required by one integration.

How to use this reference

     
  1. Map responsibilities to the actual configured roles and permissions in the environment.
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  3. Separate high-impact operations where independent review is required.
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  5. Test access using representative accounts rather than assuming a role name guarantees a permission set.
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  7. Review access on a schedule and after organizational changes.

Important considerations

     
  • Role names and exact permissions can be customized.
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  • Granting UI access and granting data access are separate decisions.
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  • Shared accounts weaken accountability and should not be used.

Note

Exact UI labels, availability, and behavior can depend on the Elaine.io release, licensed capabilities, permissions, and project configuration.