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Managing Roles

Mautic uses roles to control access to various features and resources within the system.

Roles can be configured with granular permissions for each part of Mautic, such as viewing, editing, creating, deleting, publishing, and managing resources. This allows for precise control over what each user can do, ensuring that users only have access to the functionalities they need.

Info

By default, new users are assigned the Administrator role, which provides full system access, but you can create custom roles with specific permissions.

Viewing

Navigate to Settings > User management > Roles to see a list of existing roles.

Creating

  1. Navigate to Settings > User management > Roles.
  2. Click the +New button in the top right corner.
  3. On the Details tab, enter a Title and Description for the new role.
  4. Decide if the role should have Full System Access. Select Yes to create an administrator role with complete access. Select No to configure granular permissions.
  5. If not giving full access, go to the Permissions tab to set specific access levels for each Mautic bundle/area:
    • View: User can view resources in this area
    • Edit: User can edit resources in this area
    • Create: User can create new resources
    • Delete: User can delete resources
    • Publish: User can activate resources or make them available for use
    • Full: Grants all these permissions for the area
  6. Save the role once you have configured all the desired permissions.

Info

For most non-admin roles, you'll want to grant View access to key areas like Contacts and Reports so users can see essential data, while reserving Create, Edit and Delete for trusted power users to maintain data integrity.

Success

Users with view-only permissions can clone emails and campaigns, allowing them to create new versions based on existing templates without altering the originals.

Deleting

Warning

Before deleting a role, you need to ensure that no user is associated with it in the system, otherwise the platform will not let you delete it.

  1. Navigate to Settings > User management > Roles.
  2. On the list, click on the down arrow then Delete.
  3. Confirm your action.
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