Concep Send is built with a permission structure based on Group ,Client and User accounts. The hierarchy is shown for each admin level is shown in the figure below:
An example of a company's hierarchy structure:
Below is a matrix view of all the editable settings available at the Group Admin, Client Admin and User levels:
|
SETTINGS |
GROUP ADMIN |
CLIENT ADMIN |
USER |
| GENERAL | |||
| Session Timeout | ✓ | ✓ | ✓ |
| Items to display per page | ✓ | ✓ | ✓ |
| Date format | ✓ | ✓ | ✓ |
| UPDATES | |||
| Show updates | ✓ | ✓ | ✓ |
| SOCIAL NETWORKS | |||
| Twitter Posting | ✗ | ✗ | ✗ |
| Facebook Posting | ✗ | ✗ | ✗ |
| LinkedIn Posting | ✗ | ✗ | ✗ |
| SHARING | |||
| Sharing Enabled | ✗ | ✗ | ✗ |
| Sharing Level | ✗ | ✗ | ✗ |
| Sharing Names | ✗ | ✗ | ✗ |
| Copy to Enabled | ✗ | ✗ | ✗ |
| USER DETAILS | |||
| Change Username | ✗ | ✗ | ✗ |
| Change Password | ✗ | ✗ | ✗ |
| Change Details | ✗ | ✗ | ✗ |
| Change details text | ✗ | ✗ | ✗ |
| REPORTING | |||
| Reporting users | ✗ | ✗ | ✗ |
| Custom Reports | ✗ | ✗ | ✗ |
| Custom Reports Email | ✗ | ✗ | ✗ |
| COPY | |||
| Plain Text Copy | ✓ | ✓ | ✓ |
| Email Locked Header | ✗ | ✗ | ✗ |
| Email Preheader | ✓ | ✓ | ✓ |
| Email Preheader Editable | ✗ | ✗ | ✗ |
| Email Footer | ✓ | ✓ | ✓ |
| Email Locked Footer | ✗ | ✗ | ✗ |
| Email Test Note | ✓ | ✓ | ✓ |
| TEMPLATES | |||
| Show myTemplates | ✓ | ✗ | ✗ |
| myTemplates Name | ✓ | ✗ | ✗ |
| myTemplates Message | ✓ | ✗ | ✗ |
| Template Builder | ✓ | ✗ | ✗ |
| Create Templates from Campaigns | ✗ | ✗ | ✗ |
| Create Templates from Sample Templates | ✗ | ✗ | ✗ |
| Create v4 drag and drop templates | ✗ | ✗ | ✗ |
| Create v3 templates | ✗ | ✗ | ✗ |
| Save Template Content | ✗ | ✗ | ✗ |
| Delete Templates | ✗ | ✗ | ✗ |
| Edit block and page HTML | ✗ | ✗ | ✗ |
| PUBLICATIONS | |||
| Publications | ✗ | ✗ | ✗ |
| Create Publications | ✗ | ✗ | ✗ |
| New Issue Email | ✗ | ✗ | ✗ |
| Email Footer | ✗ | ✗ | ✗ |
| Minimum Issue Duration | ✗ | ✗ | ✗ |
| Auto Enable Publications | ✗ | ✗ | ✗ |
| Distribution Options | ✗ | ✗ | ✗ |
| INBOX PREVIEW | |||
| Inbox Preview | ✗ | ✗ | ✗ |
| Promoted message | ✗ | ✗ | ✗ |
| OPT OUT | |||
| Opt Out Instructions | ✗ | ✗ | ✗ |
| Opt Out Instructions Editable | ✗ | ✗ | ✗ |
| Opt Out Link Text | ✗ | ✗ | ✗ |
| SENDING | |||
| My Sending Limit tab | ✗ | ✗ | ✗ |
| 7 day email limit | ✗ | ✗ | ✗ |
| 7 day email limit window text | ✗ | ✗ | ✗ |
| 7 day limit support email | ✗ | ✗ | ✗ |
| 7 day email limit CC | ✗ | ✗ | ✗ |
| Send emails from default | ✗ | ✗ | ✗ |
| Send emails from profile | ✗ | ✗ | ✗ |
| Send emails from domain | ✗ | ✗ | ✗ |
| Send from domain default value | ✓ | ✓ | ✓ |
| Update groups upon sending by default | ✓ | ✓ | ✓ |
| Exclude contacts removed from groups | ✓ | ✓ | ✓ |
| Upcoming campaigns reminder emails | ✓ | ✓ | ✓ |
| Old in progress campaign deletion reminder emails | ✓ | ✓ | ✓ |
| Default reply email address for tests | ✓ | ✓ | ✓ |
| MTA | ✗ | ✗ | ✗ |
| Dispatch Server | ✗ | ✗ | ✗ |
| SMPT Host | ✗ | ✗ | ✗ |
| BCC | ✓ | ✓ | ✓ |
| Custom Confirmation Message | ✗ | ✗ | ✗ |
| Scheduled Skip Holiday | ✓ | ✓ | ✓ |
| REPLIES | |||
| Managed | ✓ | ✓ | ✓ |
| Managed replies forwarded to profile email | ✓ | ✓ | ✓ |
| Managed replies default forward to address | ✓ | ✓ | ✓ |
| Managed replies CC address | ✓ | ✓ | ✗ |
| Direct | ✓ | ✓ | ✓ |
| Direct replies default email address | ✓ | ✓ | ✓ |
| Replies mode default | ✓ | ✓ | ✓ |
| Out of office/automated replies | ✓ | ✓ | ✓ |
| FORWARD TO FRIEND | |||
| Forward to friend title | ✓ | ✓ | ✓ |
| Forward to friend default subject | ✓ | ✓ | ✓ |
| Forward to friend default body | ✓ | ✓ | ✓ |
| Forward to friend social networks | ✗ | ✗ | ✗ |
| COMPLIANCE COPIES | |||
| Number of recipients to trigger CC | ✓ | ✓ | ✗ |
| Emails to send CC | ✓ | ✓ | ✗ |
| Subject Prefix for CC | ✓ | ✓ | ✗ |
| ADDRESS | |||
| Default Profile Address | ✓ | ✓ | ✓ |
| Display Address | ✗ | ✗ | ✗ |
| Address Label | ✓ | ✓ | ✓ |
| Check Address in Preflight | ✗ | ✗ | ✗ |
| PROFILE | |||
| Profiles | ✗ | ✗ | ✗ |
| Profile Social URLs | ✗ | ✗ | ✗ |
| Profile photo | ✗ | ✗ | ✗ |
| Custom Profile Fields | ✓ | ✓ | ✗ |
| Restrict Domains | ✗ | ✗ | ✗ |
| FEATURES | |||
| Versions | ✗ | ✗ | ✗ |
| Pages | ✗ | ✗ | ✗ |
| Plain Text | ✗ | ✗ | ✗ |
| Print friendly | ✗ | ✗ | ✗ |
| Executive Summary | ✗ | ✗ | ✗ |
| Dynamic Content | ✗ | ✗ | ✗ |
| OTHER | |||
| Preflight tests to run | ✗ | ✗ | ✗ |
| Campaign Meta Fields | ✗ | ✗ | ✗ |
| Link Titles | ✓ | ✓ | ✓ |
| Link Tagging | ✓ | ✓ | ✗ |
| Activity Reports | ✓ | ✓ | ✓ |
| Activity Report Settings | ✓ | ✓ | ✓ |
| Disable Tracking (Account Wide) | ✗ | ✗ | ✗ |
| LOOK AND FEEL | |||
| SKINS & COPY | |||
| CSS URL | ✗ | ✗ | ✗ |
| FavIcon URL | ✗ | ✗ | ✗ |
| Custom colors for charts | ✗ | ✗ | ✗ |
| Header Right | ✗ | ✗ | ✗ |
| Footer Left | ✗ | ✗ | ✗ |
| Footer Right | ✗ | ✗ | ✗ |
| Page title | ✗ | ✗ | ✗ |
| HOME QUICK LINKS | |||
| Right Quick Links Heading | ✗ | ✗ | ✗ |
| Right Quick Links Sub Heading | ✗ | ✗ | ✗ |
| Right Quick Links Text | ✗ | ✗ | ✗ |
| LOGIN | |||
| Login Page Enabled | ✗ | ✗ | ✗ |
| Login Page Message | ✗ | ✗ | ✗ |
| FORGOT USERNAME/PASSWORD EMAIL | |||
| Forgot Username/Password From Email | ✗ | ✗ | ✗ |
| Forgot Username/Password From Name | ✗ | ✗ | ✗ |
| Forgot Username/Password Subject | ✗ | ✗ | ✗ |
| Forgot Username/Password Body | ✗ | ✗ | ✗ |
| SYSTEM EMAILS | |||
| Banner Image | ✗ | ✗ | ✗ |
| From Address to Users | ✗ | ✗ | ✗ |
| From Name to Users | ✗ | ✗ | ✗ |
| From Address to NON Users | ✗ | ✗ | ✗ |
| From Name to NON Users | ✗ | ✗ | ✗ |
| Subject Prefix | ✗ | ✗ | ✗ |
| Body | ✗ | ✗ | ✗ |
| OTHER | |||
| Show Reporting Folders | ✓ | ✓ | ✓ |
| Show Content Library Folders | ✓ | ✓ | ✓ |
| Terms and Conditions | ✗ | ✗ | ✗ |
| Privacy Policy | ✗ | ✗ | ✗ |
| Default Executive Summary Logo | ✗ | ✗ | ✗ |
| APPROVALS | |||
| CAMPAIGNS | |||
| Campaign Approval | ✓ | ✓ | ✗ |
| Workflow | ✓ | ✓ | ✗ |
| Delegate to | ✓ | ✓ | ✓ |
| Submitted Email Subject | ✓ | ✓ | ✗ |
| Submitted Email Body | ✓ | ✓ | ✗ |
| Approved Email Subject | ✓ | ✓ | ✗ |
| Approved Email Body | ✓ | ✓ | ✗ |
| Declined Email Subject | ✓ | ✓ | ✗ |
| Declined Email Body | ✓ | ✓ | ✗ |
| CONTACTS | |||
| Enable contacts | ✗ | ✗ | ✗ |
| Add/Edit Contacts | ✗ | ✗ | ✗ |
| Add/Edit Groups | ✗ | ✗ | ✗ |
| Hide Groups Tab | ✗ | ✗ | ✗ |
| Mask Email Address | ✗ | ✗ | ✗ |
| Optout list | ✗ | ✗ | ✗ |
| Dynamic Groups | ✗ | ✗ | ✗ |
| Group Limit | ✗ | ✗ | ✗ |
| Fallback Values | ✓ | ✓ | ✓ |
| Daily opt in limit | ✗ | ✗ | ✗ |
| Shared Custom Fields | ✗ | ✗ | ✗ |
| Domain Opt Out | ✗ | ✗ | ✗ |
| IMPORTING | |||
| Import contacts | ✗ | ✗ | ✗ |
| CSV and Microsoft XLS files | ✗ | ✗ | ✗ |
| Other Sources | ✗ | ✗ | ✗ |
| Find Contacts Copy | ✗ | ✗ | ✗ |
| Confirm and Import Copy | ✗ | ✗ | ✗ |
| Duplicate contacts | ✗ | ✗ | ✗ |
| Import Add-on | ✗ | ✗ | ✗ |
| CONFIRMED | |||
| Confirmed Display Text | ✓ | ✓ | ✓ |
| Confirmation Request Email | ✗ | ✗ | ✗ |
| Confirmation Page Heading | ✓ | ✓ | ✗ |
| Confirmation Processed | ✓ | ✓ | ✗ |
| Confirmation Required | ✗ | ✗ | ✗ |
| Confirm Email Address Link Processed | ✓ | ✓ | ✗ |
| BOUNCE HANDLING | |||
| Reset Limit | ✗ | ✗ | ✗ |
| Number of soft bounces before being marked as hard | ✗ | ✗ | ✗ |
| SMS | |||
| Enable SMS | ✗ | ✗ | ✗ |
| SMS Country Code | ✓ | ✓ | ✓ |
| AUTORESPONDERS | |||
| Autoresponders | ✗ | ✗ | ✗ |
| Contacts source | ✗ | ✗ | ✗ |
| Group source | ✗ | ✗ | ✗ |
| Campaign source | ✗ | ✗ | ✗ |
| Limited sequence to one campaign | ✗ | ✗ | ✗ |
| PREFERENCE CENTER | |||
| OPT OUT | |||
| Sender Opt out | ✓ | ✗ | ✗ |
| Client Opt out | ✓ | ✓ | ✗ |
| Group Opt out | ✓ | ✗ | ✗ |
| Partner Opt out | ✗ | ✗ | ✗ |
| Email address verification | ✓ | ✓ | ✗ |
| Email address display | ✗ | ✗ | ✗ |
| Email confirmation | ✓ | ✓ | ✗ |
| Prevent opt outs from internal/corporate staff | ✗ | ✗ | ✗ |
| Apply only the user level opt outs | ✗ | ✗ | ✗ |
| OPT IN | |||
| Email Opt In | ✗ | ✗ | ✗ |
| Show only the opt out from requesting user | ✗ | ✗ | ✗ |
| Show only opt outs | ✗ | ✗ | ✗ |
| Opt in Heading | ✓ | ✓ | ✗ |
| Opt in instructions | ✓ | ✓ | ✓ |
| Opt In button | ✓ | ✓ | ✓ |
| Opt in processed | ✓ | ✓ | ✓ |
| COPY | |||
| Page Title | ✓ | ✓ | ✗ |
| Page Header | ✓ | ✓ | ✗ |
| Page Footer | ✓ | ✓ | ✗ |
| Page Heading | ✓ | ✓ | ✗ |
| Manage Preferences Heading | ✓ | ✓ | ✗ |
| Manage Preferences Instructions | ✓ | ✓ | ✗ |
| Manage Preferences Button | ✓ | ✓ | ✗ |
| Opt out Heading | ✓ | ✓ | ✗ |
| Opt out Instructions | ✓ | ✓ | ✗ |
| Opt out processed | ✓ | ✓ | ✗ |
| Opt out undone | ✓ | ✓ | ✗ |
| Opt out undone error | ✓ | ✓ | ✗ |
| Opted out already | ✓ | ✓ | ✗ |
| Opt out Button | ✓ | ✓ | ✗ |
| Opt out Error | ✓ | ✓ | ✗ |
| Opt out Reason Heading | ✓ | ✓ | ✗ |
| Opt out Reason Instructions | ✓ | ✓ | ✗ |
| Opt out Reason Button | ✓ | ✓ | ✗ |
| Opt out Reason Processed | ✓ | ✓ | ✗ |
| Sign Up Button | ✓ | ✓ | ✗ |
| New sign up submitted heading | ✓ | ✓ | ✗ |
| New sign up submitted text | ✓ | ✓ | ✗ |
| Update Button | ✓ | ✓ | ✗ |
| Update submitted heading | ✓ | ✓ | ✗ |
| Update submitted text | ✓ | ✓ | ✗ |
| STYLE | |||
| Logo | ✓ | ✓ | ✗ |
| CSS | ✗ | ✗ | ✗ |
| XSL | ✗ | ✗ | ✗ |
| OTHER | |||
| Disable Tracking | ✗ | ✗ | ✗ |
| CONTACT MANAGEMENT/ SIGN UP FORMS | |||
| Contact Editing | ✓ | ✓ | ✓ |
| Group Editing | ✓ | ✓ | ✓ |
| Language Map | ✓ | ✓ | ✓ |
| Share Sign Up Forms | ✓ | ✓ | ✓ |
| Sign Up Terms and Conditions | ✓ | ✓ | ✓ |
| Sign Up Automatic Group | ✓ | ✓ | ✓ |
| Confirmation email when contacts sign up | ✗ | ✗ | ✗ |
| Confirmation email when contacts update details | ✗ | ✗ | ✗ |
| Welcome Email | ✓ | ✓ | ✓ |
| SURVEYS | |||
| Surveys | ✓ | ✗ | ✗ |
| Survey Templates | ✓ | ✗ | ✗ |
| Survey Javascript | ✓ | ✗ | ✗ |
| Fallback Tracking ID | ✓ | ✓ | ✓ |
| Survey Embed URLs for IFrames | ✗ | ✗ | ✗ |
| Web Hook Action | ✗ | ✗ | ✗ |
| Disable Survey Tracking (Account Wide) | ✗ | ✗ | ✗ |
| Default Domain for Survey | ✓ | ✓ | ✗ |
| Maximum File Upload Size | ✗ | ✗ | ✗ |
| THEMES | |||
| General Themes | ✓ | ✗ | ✗ |
| Theme Builder | ✓ | ✗ | ✗ |
| Theme CSS | ✓ | ✗ | ✗ |
| Templated Themes | ✓ | ✗ | ✗ |
| Templated Themes Tab | ✓ | ✗ | ✗ |
| Create Theme Templates | ✓ | ✗ | ✗ |
| ALLOW RESULTS AND RESPONSES TO BE DISPLAYED IN SURVEYS | |||
| Results | ✓ | ✗ | ✗ |
| Responses | ✓ | ✗ | ✗ |
| CONFIRM EMAIL ADDRESS | |||
| Confirmation Email | ✓ | ✓ | ✗ |
| Confirmation Page | ✓ | ✓ | ✗ |
| EDITOR | |||
| COLORS | |||
| Enable Color Entry | ✓ | ✓ | ✓ |
| Enable default color pallet | ✓ | ✓ | ✓ |
| Custom colors | ✓ | ✓ | ✓ |
| FONTS | |||
| Default fonts | ✓ | ✓ | ✓ |
| Custom fonts | ✓ | ✓ | ✓ |
| LINKS | |||
| Default links to open in new window | ✓ | ✓ | ✓ |
| Links to social networks | ✗ | ✗ | ✗ |
| EXTERNAL CONTENT | |||
| External Content Enabled | ✗ | ✗ | ✗ |
| External Content Sources | ✗ | ✗ | ✗ |
| CONTENT LIBRARY | |||
| Uploading Enabled | ✗ | ✗ | ✗ |
| Default Drag and Drop Folder | ✓ | ✓ | ✓ |
| Editing Enabled | ✗ | ✗ | ✗ |
| Image Sizes | ✗ | ✗ | ✗ |
| RSS Feeds | ✗ | ✗ | ✗ |
| RSS URLs | ✗ | ✗ | ✗ |
| MISCELLANEOUS | |||
| Default Overlay Folder | ✓ | ✓ | ✓ |
| Remove unnecessary HTML | ✓ | ✓ | ✓ |
| SECURITY | |||
| PASSWORDS | |||
| Password Min Length | ✓ | ✗ | ✗ |
| Password Require Digits | ✓ | ✗ | ✗ |
| Password Require Special Characters | ✓ | ✗ | ✗ |
| Password Require Lower and Upper Case | ✓ | ✗ | ✗ |
| Number of days before new password prompt | ✓ | ✗ | ✗ |
| Number of days before password change is required | ✓ | ✗ | ✗ |
| LOGIN | |||
| Number of failed login attempts before captcha is required | ✓ | ✗ | ✗ |
| Number of failed login attempts before account is locked | ✓ | ✗ | ✗ |
| SUBSCRIPTIONS | |||
| FUNCTIONALITY | |||
| Show Subscription | ✗ | ✗ | ✗ |
| Show Subscription History | ✗ | ✗ | ✗ |
| Show Subscription Price | ✗ | ✗ | ✗ |
| Show Subscription Invoices | ✗ | ✗ | ✗ |
| Self Serve | ✗ | ✗ | ✗ |
| COPY | |||
| New Subscription Copy | ✗ | ✗ | ✗ |
| New Subscription Button Copy | ✗ | ✗ | ✗ |
| Success message for CC payments | ✗ | ✗ | ✗ |
| Error message for pending subscriptions | ✗ | ✗ | ✗ |
| Success message for invoice payments | ✗ | ✗ | ✗ |
| RESTRICTIONS | |||
| Apply Subscriptions | ✗ | ✗ | ✗ |
| EMAIL NOTIFICATIONS AND ALERTS | |||
| Email notice when credit card successful | ✗ | ✗ | ✗ |
| Email notice when credit card fails | ✗ | ✗ | ✗ |
| Email notice when invoice generated | ✗ | ✗ | ✗ |
| Email notice when subscription auto renews | ✗ | ✗ | ✗ |
| Email notice when subscription canceled | ✗ | ✗ | ✗ |
| Email noticed for ACTIVE expiring subscriptions | ✗ | ✗ | ✗ |
| Email notice for TRIAL expiring subscriptions | ✗ | ✗ | ✗ |
| First email notice for TRIAL starting subscriptions | ✗ | ✗ | ✗ |
| Second email notice for TRIAL starting subscriptions | ✗ | ✗ | ✗ |
| Alert for ACTIVE expiring subscriptions | ✗ | ✗ | ✗ |
| Alert for TRIAL expiring subscriptions | ✗ | ✗ | ✗ |
| Email notice for deletion of expired accounts | ✗ | ✗ | ✗ |
| SUPPORT | |||
| Link from Header | ✗ | ✗ | ✗ |
| Title | ✗ | ✗ | ✗ |
| User Guides | ✗ | ✗ | ✗ |
| Tutorial Videos | ✗ | ✗ | ✗ |
| Training Manuals | ✗ | ✗ | ✗ |
| Training Sessions | ✗ | ✗ | ✗ |
| CUSTOM SUPPORT PAGE | |||
| URL | ✗ | ✗ | ✗ |
| Height | ✗ | ✗ | ✗ |
| CHANNELS | |||
| Email Address | ✗ | ✗ | ✗ |
| Telephone Number | ✗ | ✗ | ✗ |
| Live Chat | ✗ | ✗ | ✗ |
| KNOWLEDGEBASE LINKS | |||
| Sending Limit | ✗ | ✗ | ✗ |
| System Email Address | ✗ | ✗ | ✗ |
| Confirmed Contacts | ✗ | ✗ | ✗ |
| Contacts Requiring Confirmation | ✗ | ✗ | ✗ |
| Inbox Preview | ✗ | ✗ | ✗ |
| Reply Management | ✗ | ✗ | ✗ |
| Out of Office/Automated Replies | ✗ | ✗ | ✗ |
| SMS Messages | ✗ | ✗ | ✗ |
| Create Publication | ✗ | ✗ | ✗ |
| Deploy Survey | ✗ | ✗ | ✗ |
| Collectors | ✗ | ✗ | ✗ |
| Profile Email DMARC Check | ✗ | ✗ | ✗ |
| Disable Campaign | ✗ | ✗ | ✗ |
| Social Meta Tags | ✗ | ✗ | ✗ |
| Content Editor | ✗ | ✗ | ✗ |
| Automatic Image Resizing | ✗ | ✗ | ✗ |
| Update Groups Upon Sending | ✗ | ✗ | ✗ |
| A/B Testing | ✗ | ✗ | ✗ |
| ADMIN | |||
| Admin Enabled | ✗ | ✗ | ✗ |
| Categories Enabled | ✗ | ✗ | ✗ |
| Templates Enabled | ✗ | ✗ | ✗ |
| Settings Enabled | ✗ | ✗ | ✗ |
| Domains Enabled | ✗ | ✗ | ✗ |
| Contact Email Changer | ✗ | ✗ | ✗ |
| CLIENTS | |||
| Max users per client | ✗ | ✗ | ✗ |
| USERS | |||
| Enable creating users | ✗ | ✗ | ✗ |
| Enable role changes | ✗ | ✗ | ✗ |
| New User Email | ✗ | ✗ | ✗ |
| Enable maintain look and feel for login as | ✗ | ✗ | ✗ |
| Enable logging in as users | ✗ | ✗ | ✗ |
| New User Notification Email | ✗ | ✗ | ✗ |
| SYSTEM | |||
| Twitter Key | ✗ | ✗ | ✗ |
| Twitter Secret | ✗ | ✗ | ✗ |
| Facebook Key | ✗ | ✗ | ✗ |
| Facebook Secret | ✗ | ✗ | ✗ |
| LinkedIn Key | ✗ | ✗ | ✗ |
| LinkedIn Secret | ✗ | ✗ | ✗ |
| Bitly | ✓ | ✓ | ✓ |
| Email on Acid API Key | ✗ | ✗ | ✗ |
| Email on Acid Password | ✗ | ✗ | ✗ |
| Google Maps API Key | ✗ | ✗ | ✗ |
| Google URL Shortener API Key | ✗ | ✗ | ✗ |
| Uploader Debugging | ✗ | ✗ | ✗ |
| Dictionary Language | ✓ | ✓ | ✓ |
| ADDONS | ✗ | ✗ | ✗ |
| Addon Scripts | ✗ | ✗ | ✗ |
| Select Add-ons | ✗ | ✗ | ✗ |
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