Roles at a glance
PersistIQ accounts distinguish between regular users and account administration:
- Users — work their own prospects, campaigns, and templates; connect their own mailbox.
- Account admins / owners — manage billing, seats, integrations, and account-wide settings.
What's account-wide vs personal
- Account-wide (admin): users and seats, billing, integrations, API key.
- Personal: mailbox settings, templates, campaigns, prospects, reports.
Practical guidance
- Keep the number of admins small — billing and integration changes shouldn't be casual.
- Everyone who sends should be able to manage their own mailbox settings; deliverability is personal.
- Template libraries work best with a light approval norm: team-editable, but big changes get a second pair of eyes.
[CONFIRM: exact role names and permission boundaries in the current product]