User Licenses and Roles at Folloze

To align the product user roles with licensing and pricing plans, Folloze has introduced a new model for user licenses and roles. 

This self service solution allows admins to view and manage users and their licenses in the Company Admin section.

User licenses 

To access the Folloze platform, users must have a license assigned to them. Each user can have one license and role at a time.

The following license types are available: 

• Creator: a Folloze user that is typically from the Marketing team who actively builds boards, assembles content and carries out any kind of marketing campaigns. This license type has full access to the system, including board building, campaign orchestration, and engagement analytics. 
• Collaborator: a Folloze user that is typically from the Sales team, and has access to one or more of the following: Folloze engagement data through a Folloze dashboard or an API, sharing boards as a subscriber via Folloze email campaigns or through integration with any sales engagement platform (e.g. Outreach). 

User roles 

Roles are a set of permissions a user can have on the Folloze platform. Each role is mapped to one license type only. 

The Creator license is typically granted to marketers and includes the following roles that have the highest permissions: 

• Company Admin: controls all admin settings and has access to all boards and content. 
• Company Editor: has access to all boards and content. 
• Creator Author: has access to boards and content that they have permissions on.  
• Creator Player: has access to boards and content that they have permissions on. Can create a board, but needs approval to publish it.
• Creator Player (Limited): cannot create campaigns.

The Collaborator license is typically granted to Sales representatives and includes the following roles:  

• Collaborator: 
  • Can only be added as a subscriber on a board. 
  • Cannot create and own boards or duplicate boards. 
  • Can access the Account and Analytics dashboards, as well as the Report Center. 
  • Can send email campaigns and view analytics at board level. 

To learn more about changing user roles, read Managing Folloze Users.