User Roles Explained

Pitchbox has several specific User roles to assign to your team members. Each User role has different privileges set by the account Admin.

Admin

Admins have full access to all projects, functions, and settings. The Admin role is designed for outreach team managers and has complete access to every area of the account without any limitation. There can be multiple Admins on an account depending on the way your team roles are structured.

User

Users have selected access to projects and controlled functions through privileges. The User role is designed for team members who have a range of responsibilities such as creating and working on campaigns, managing the Inbox, generating reports, etc. They can access projects they've been assigned to, and have privileges which can be turned on and off.

Inspector

As an Inspector, the User's access and functionality are limited to inspecting for specific campaigns the Inspector is assigned to. The Inspector role is designed for team members who are tasked with qualifying opportunity lists for their team's outreach. They do not have the option to personalize any opportunities.

Personalizer

A Personalizer has access and functionality to personalizing opportunities within specific campaigns they've been assigned to. The Personalizer role is designed for team members who are tasked with reviewing contacts and filling in and reviewing personalization fields for opportunities.

Inspector & Personalizer

The Inspector & Personalizer role combines the privileges of both the Inspector and Personalizers. These Users have a dual-responsibility role designed for team members who are tasked with qualifying opportunity lists, as well as, reviewing contacts and personalization fields for opportunities. They work in the first two workflow stages of a campaign only.

The Inspector, Personalizer, and Inspector & Personalizers roles, are assigned to individual campaigns as collaborators. Collaborators can be added when creating a new campaign or can be added to existing campaigns under the General Campaign Settings.

They also have certain privileges that can be adjusted by Admins from the Active Users display.