Types of Roles

Roles determine what a user can see and do within Gainfully. Each comes with specific permissions designed to match their responsibilities within the organization.

Organization:

Think of an organization as a workspace within Gainfully. It allows companies or firms to set specific rules for sharing content, compliance procedures, and more.

Users are added to organizations and assigned roles, explained below, that determine their permissions within that workspace.

All users within an organization inherit the configurations set by the organization owner.

Member

The most common role in Gainfully. Members are added by an Organization Admin and can share approved content via email and social media, based on the permissions configured by their organization.

Content Manager

Content Managers create and manage shareable materials, such as cards, emails, and drip campaigns on behalf of the organization. They also have access to reporting tools to monitor content performance.

Compliance Officer

Compliance Officers review and manage content submitted by Members. They ensure all content meets regulatory and brand standards. They can approve, reject, or request changes to submissions.

Account Manager

Account Managers oversee all Members within an organization. They have access to user activity, can impersonate accounts for troubleshooting, and help manage permissions. This is a one-to-many relationship.

Delegate

Delegates are granted access to act on behalf of another user. This includes sending emails, sharing content, and managing select profile settings. Delegation is commonly used by support staff or assistants. This is a one-to-one relationship.

If you utilize the platform as a member of your home office, you likely have this view of the platform. You can read more about this on "Account Delegation Settings".