Types of Roles

Depending on your role at your organization, there are many types of roles you may have been assigned within the platform.

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 Member is the primary user persona of Gainfully.

They are added by the Organization Owner.

Enterprise customers manage their member access. They can directly add members to Gainfully. The White Glove support team is available to assist when needed.

Members can share content via social media or email, but only according to the sharing rules set by their organization.

Owner

Organization Owners are essentially administrators with full control over the organization's settings. This includes managing members, user segments, content, and other configurations.

As an end user on the enterprise side, you likely know your organization owner as the core contact person within your home office.

Connection

Gainfully allows users to follow Organizations they're interested in. Following an Organization makes the user a Connection.

Connections do not inherit an Organization's internal settings or configurations because they are not official members.

Admin

An Organization Admin has a more limited scope of access compared to the Owner. They can manage some settings but not all, including those listed below:

Compliance Review (legacy)
Cards
Pages
Collections
Campaigns
Email Templates

Content Manager

A Content Manager is a role assigned to someone within an organization who can create and edit content on behalf of the organization. They also have access to reporting to track how well the content is performing.

Compliance Officer

A Compliance Officer is responsible for reviewing content submitted by members within the organization, including profiles, emails, social media posts, email campaigns, and drip campaigns. They can approve submissions, request changes, or reject content to ensure it meets compliance standards.

Account Manager

An Account Manager is assigned to oversee all members within an organization. They can monitor member activity and even impersonate their accounts to complete tasks like sending emails. It's a one-to-many relationship.

Delegate

Account Delegation allows Members to invite users to manage their accounts on their behalf. Delegates are able to impersonate their associated account and complete tasks like sending emails or sharing content. It's 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".