Roles and permissions

Every member of a Better Email organization has a role that controls what they can see and do. Admins assign roles when inviting a user and can change them at any time under Settings → Users.

There are four roles:

Admin

Admins have full access to the organization. On top of everything Designers can do, they manage the organization itself:

• invite, remove, and change the role of users
• edit organization settings and billing
• create and edit integrations
• edit and archive any segment
• configure candidate testing and confirm exports that use an unpublished Candidate
• manage groups and access control (Enterprise)

Most organizations only need a small number of admins — typically the people who own the Better Email account and its connections to your sending platform.

Designer

Designers build the foundation other people work on. On top of everything Editors can do, they:

• create and edit design systems
• stage and publish design system versions; create, preview, and clone Candidate Campaigns
• create and edit folders
• create and edit recipient fields (merge tags)

This role fits the people who own your design system: email developers, designers, and technically minded marketers.

Editor

Editors do the day-to-day campaign work:

• create and edit campaigns using existing design systems
• export campaigns to your sending platform
• view and use integrations, segments, and feeds
• create segments and archive their own

Editors cannot change design systems, folders, or organization settings — they work within the structure Designers and Admins set up.

Editors can keep working in a Candidate Campaign created by an Admin or Designer. They cannot choose Candidate when creating a Campaign, preview Candidate from a Live Campaign, clone a Live Campaign onto Candidate, change a Campaign's channel, or export unpublished Candidate output.

Reviewer

Reviewers are stakeholders who approve content without editing it:

• view campaigns and leave comments
• approve campaigns or request changes
• resolve their own comment threads

Reviewers cannot create or change anything, which makes the role safe to hand out broadly — brand owners, legal, country managers, or clients. For a one-off review by someone outside your Organization, an External Reviewer doesn't need an account at all.

Permission matrix

Permission	Admin	Designer	Editor	Reviewer
View & comment on campaigns	✅	✅	✅	✅
Approve campaign	✅	✅	✅	✅
Resolve comments	All	All	All	Own
Delete comments	Own	Own	Own	Own
Create & edit campaigns	✅	✅	✅	❌
Export campaigns	✅	✅	✅	❌
Create & edit folders	✅	✅	❌	❌
Create & edit design systems	✅	✅	❌	❌
Stage & publish design system versions	✅	✅	❌	❌
Create or clone Campaigns on Candidate	✅	✅	❌	❌
Preview Candidate from a Live Campaign	✅	✅	❌	❌
Edit an existing Candidate Campaign	✅	✅	✅	❌
Export an unpublished Candidate	✅	❌	❌	❌
Create & edit recipient fields	✅	✅	❌	❌
View segments	✅	✅	✅	❌
Create segments	✅	✅	✅	❌
Edit segments	✅	❌	❌	❌
Archive segments	All	Own	Own	❌
View integrations	✅	✅	✅	❌
Create & edit integrations	✅	❌	❌	❌
View & re-import feeds	✅	✅	✅	❌
Manage users	✅	❌	❌	❌
Configure candidate testing	✅	❌	❌	❌
Edit organization & billing	✅	❌	❌	❌

Legend: ✅ allowed · ❌ not allowed · All — applies to everyone's items · Own — applies only to items the user created themselves.

External Reviewers

External Reviewers aren't members and have no role. They review one Campaign from a private link: they can comment in their own threads, approve, and request changes, and nothing else. They don't take a seat or appear under Settings → Users.

Anyone who can edit a Campaign can invite External Reviewers to it. Admins can turn them off for the whole Organization with Allow External Reviewers under Settings → Organization → Approvals.

Beyond roles

Roles control what kind of actions a user can take. To control which content a user can access, Enterprise organizations can additionally restrict folders, design systems, and integrations to specific users or groups — see Groups and access control and Folders and access.

Changes to users, roles, and memberships are recorded in the audit trail on Enterprise plans.