Navigate the platform for Admins and Designers

Differences between Admin and Designer

• An Admin is a content automation user with unrestricted access to all areas of the platform. They're the only ones who can add users, edit teams, and access the account settings tab.

  The Admin view on the left navigation menu shows projects, approvals, assets, users and teams, templating, and account settings. 

• A designer is a user who can create templates for users within their organization. Designers have editing access to all projects and their documents, as well as Admin access to the assets and templating tabs.

  The Designer view shows projects, approvals, assets, and teams.

Actions available 

Projects

This page directs you to your project page, where you can view your own projects or all projects accessible to you, which includes those of any teams you are part of. Learn more in the Create a document from a Content Automation template.

Approvals

This tab lets you view all items pending approval, those awaiting your review, or those already approved. Some documents must be approved before they can be exported. Learn more about how to request a review of a document. 

Assets

This takes you to the asset library, where you can view all your uploaded assets and those uploaded to the general account. Learn more about navigating the asset library in the Find images in Content Automation article. 

Templating 

Admins and Designers have the same access to this tab, allowing them to update template information such as permissions, preset data, and edited template code.

Users and teams (Admin only)

Admin users can add, remove, or edit users and teams from this page.

Accounts settings (Admin only)

Admin users can edit account settings and brand library (account colors, logos, and snippets) here.

Webhook deliveries (Admin only)

If configured, this page lists the webhook requests that have been sent. You can set up webhooks on the account settings page.