We created user roles in Elevate Marketing to help you allow the people in your stores to manage the everyday tasks of marketing management. All the while giving you ultimate visibility into your Account. 

There are 4 types of user roles within Boost Elevate Marketing:

Let's walk through these roles to identify which role you should assign each employee. Please note that ALL user roles can make Outbound Calls through the Outbound Calling module.

👨‍💼 Account Owner
The Account Owner has ultimate control over all locations and users within an account. Account Owners can add, edit, or delete any account location or user. They can also schedule, edit, or cancel promotions for any account location. They have access to all reporting tools on the account. There can only be one Account Owner per Account. It is important to note that Account Owners cannot be deleted. Although, the Account Owner role can be transferred to another person by the Account Owner. An example of someone who should be the Account Owner is the Store or Chain Owner.

👩🏽‍🦱 Account Admin
The Account Admin role is very similar to the Account Owner. The only exception is Account Admins cannot add or edit other Account Admins or the Account Owner. Other than that restriction, Account Admins have ultimate control over all locations within an account and all other users. Account Admins can add, edit, or delete any account location or user. They have access to all reporting tools on the account. They can also schedule, edit, or cancel promotions for any account location. There can be multiple Account Admins per Account. An example of someone who should be an Account Admin is a Chain Manager, Operations Manager or Marketing Manager.

🧔🏻 Location Admin
​Location Admins have control over location information and the users of the locations they are assigned. They can be assigned to one or multiple locations by the Account Owner or an Account Admin. They have access to all reporting tools on the account. Location Admins can edit location information, add, edit, or delete users. They can also schedule, edit, or cancel promotions for the locations assigned to them. Location Admins can only be created by the Account Owner or an Account Admin. An example of someone who should be a Location Admin would be a District Manager (multiple locations) or Store Manager (single location).

🙋‍♀️ Location User
​Location Users can view store information and available or scheduled promotions for the locations assigned to them. They can also view certain reports with some limitations depending on the report. Location Users can be assigned to one or multiple locations by the Account Owner, an Account Admin, or Location Admin. They cannot add or edit any other user. An example of someone who should be a Location User is a Sales Representative.

Are you still wondering which user roles to assign your staff? Reach out to us at marketingsupport@boostelevate.com and we'll be happy to help you correctly assign your user roles based on your needs!