Contacts
Astro Mail Merge
Applicable when the Astro module is enabled, this permission allows a user to enter a prompt when creating a Mail Merge email, which will automatically be populated with content generated by our AI tool Astro. To see the prompt content to show up in your emails, you also need to include the ‘Astro Prompt’ merge tag in your mail merge templates.
View All and Assign Contact Lists
Gives a user access to all contact lists in their site, including lists owned by other users. Without this permission, you can access contact lists owned by yourself or users who report to you, as well as any lists without a specified owner. This permission also gives users the ability to edit the owner of contact lists.
Scheduled Emails Groups
Gives access to the Marketing > Scheduled Email Groups page, where you can view and manage scheduled Autodrafts or Mail Merges.
View and Edit Other’s Scheduled Emails
Allows you to view and manage Scheduled Email Groups for all users in your system. Without this permission, on the Scheduled Email Groups page, you’ll have access to your own groups, as well as any users who report to you.
Astro Autodrafts
Only applicable when the Astro integration is enabled, this permission grants users access to the Marketing > Autodrafts page. Autodrafts use our AI Astro to quickly generate order renewal or sales proposal emails to contacts.
Allow Astro to Draft in Email Popup
When Astro is enabled, this permission allows a user to leverage Astro in the Send Email popup to automatically generate draft emails of various types, including prospecting and product offerings.
Manage All Users Astro Autodrafts
Allow a user to access and manage each users’ Autodraft lists in the system, not just their own. With this permission, you can create Autodrafts for other users, as well as perform actions on them.
Updated 11/10/2023