Folloze provides a robust self service solution for managing user roles and licenses within the Company Admin section. This includes tasks such as assigning, viewing, and editing user roles and licenses.   

User licenses 

Each Folloze user can be assigned 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 Pro: a Folloze user that is typically from the Sales team, who needs to be more involved in the board. With this license, users can add content to boards and change the access and security settings. 
• 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). 
• Associate: this is the most basic Folloze license, typically assigned to Sales teams. With this license, users cannot access the Folloze system, but they can be added as Article Authors, as well as Inviters and be shown on contact cards. Additionally, they can receive email notifications for CTAs. An Associate can only be added as a Subscriber to a board.  
   

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 Pro license is typically granted to Sales representatives who want to be more involved in boards and includes the following roles:  

• Collaborator Pro: 
  • Can add content to boards.  
  • Can change the Access and Security settings on a board (for example, to protect boards with 2FA). 
  • Cannot create, edit, duplicate, archive or delete boards.
  • Can access the Designer in Preview mode. 

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. 

The Associate license is the most basic license that is typically granted to Salespeople and includes the following roles:  

• Associate:  
  • Cannot log in to the Folloze system. 
  • Can only be added as a subscriber on a board. 
  • Can be added as an Article Author, Inviter and Contact Card. 
  • Can receive email notifications for CTAs. 
  • Cannot create, edit or own boards.  
  • Cannot send email campaigns and view analytics at board level. 
  • Other users cannot send campaigns on their behalf. 
  • External users cannot be added as Associates. 

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