Overview
User roles allow you to control what each team member can see and do within your Mailmunch account. By assigning role-based permissions, you can ensure that team members only have access to the features and data relevant to their responsibilities — such as editing campaigns, managing contacts, or adjusting account settings.
Creating a User Role
Step 1: Navigate to User Roles
From the left-hand navigation menu, click Site Settings (located at the bottom left).
Select User Roles.
Step 2: Create a New Role
Click Create Role to open the configuration panel.
Optionally, select a Template to pre-populate permissions based on a common role type: Admin, Campaign Manager, Contact Manager, or Analyst.
Enter a Role Name — use a clear, descriptive name (e.g., Marketing Assistant).
Optionally, add a Description to explain the role's purpose for future reference.
Step 3: Configure Permissions
Expand each permission category and toggle the specific actions you want to allow for this role. Categories and their available permissions are detailed in the Permissions Reference section below.
Step 4: Save the Role
Click Create Role to save your configuration.
Assigning a Role to a Team Member
Go to Site Settings and select Team Members.
When inviting a new user or editing an existing one, select the appropriate role from the Role dropdown.
Click Save to apply the changes.
Permissions Reference
Contacts
Permission | Description |
View | View all contacts in the account. |
Manage | Create and edit contacts, assign lists and tags, and create segments. |
Delete | Permanently delete contacts. |
Import | Import contacts into the account. |
Export | Export contacts from the account. |
Campaigns
Permission | Description |
View | View all campaigns in the account. |
Manage | Create and edit campaigns. |
Delete | Permanently delete campaigns. |
Analytics
Permission | Description |
View Basic | Access basic campaign-level analytics. |
View Advanced | Access the full Analytics page with advanced reporting. |
Settings
Permission | Description |
Manage General | Access to general account settings. |
Domains | Manage sending email addresses, sending domains, and web domains. |
Branding | Manage branding settings. |
Team | Manage team members. |
Tracking | Manage site tracking integrations (e.g., Meta Pixel, Google Pixel). |
Notifications | Manage account notification settings. |
Fonts | Manage custom fonts for campaigns. |
Important Notes
Only users with the Admin role can create, edit, or delete user roles.
Team members will only see and interact with sections of the platform that their assigned role permits.