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Restrict who can create and send

Platform Direct Plus includes a sophisticated permissions management system allowing you to nominate who can do what in your system.

Restrictions can be applied to:

  • Access to view and edit specific templates, or groups of templates
  • Permisison to create but not send a campaign, or to create and send a campaign
  • Access to view specific campaign folders and the campaigns within those folders (this will allow different business units within the company to keep their campaign information private)
  • Authorisation to set-up new users
  • Access to view and edit specific user groups and the users within those groups
  • Access to view and edit specific images and document folders
  • Permission to create either E-mail or SMS campaigns (restrict media type access)
  • Access to view and edit web forms
  • Access to view and export the data from web forms
  • Authorisation to update the system settings
  • Access to view account and financial information
  • Full functional restrictions are available to restrict any operation performed within the system

Setting up users

Administrators with appropriate permissions can quickly create a new user to access the Platform Direct system. As part of this process, the required permissions are selected.


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