Content Roles can be customized to mirror your organization's preferences for access and permissions in the Content Library
Only Team Owners or account admins have access to Content Roles in SalesReach.
Content Roles are available with a SalesReach Pro subscription.
Content Roles are custom configurations of permissions that Team Owners assign to specific members or all members (excluding Team Owners) in a SalesReach account.
All SalesReach accounts are set with the Default permissions and a Default Content Role.
Team Owners can manage the permissions and access of individual SalesReach users to content within the Content Library by assigning the user a Content Role.
Unless explicitly assigned, all members (not Team Owners) have the Default Content Role inherited from the General Settings.
Assigning a content role to a member
Content Roles can be assigned in two places.
- At the Team-level, where everyone has the same Content Role unless defined otherwise
- At the Member-level, where you can explicitly define a content role to override the default Content Role
At the team-level, which will apply the role globally to all team members (except for Team Owners and Members with a role explicitly defined), and from the Members dashboard. Members without an explicit Content Role have Default Access to all content within the Content Library.
Content Roles are for the Content Library
Content Roles define permissions only to the Content Library, not the Visual Builder. Users may still add content to a Sales Page independently of their Content Role.
Watch the Introduction to Content Roles video
How to find content roles in SalesReach:
- Login to SalesReach
- Locate the sidebar menu
- Under Company Settings, click Content Roles
- In the upper right click Create New Content Role
Learn more about Content Roles
- What are the types of permissions that make up a Content Role?
- How to limit access to content in the Content Library
- How to remove Asset editing permissions from SalesReach users