April 27, 2021

A Better Way to Manage Your Workspace: Introducing Profiles & Roles

A Better Way to Manage Your Workspace: Profiles & Roles | Mixmax

Today we’re excited to announce a new release - Profiles & Roles, which will radically improve how you manage your team on Mixmax.

profiles-admins-users

Profiles

Our Profiles feature lets you set permissions for particular sets of users. There are currently two types of Profiles:

Admins, who have complete access to your Workspace. They manage users and Roles, billing, configure Workspace-level rules, delete/archive team assets, and pause/resume sequence recipients etc.

Users, who only have permission to manage their personal preferences i.e., their signature, compose preferences, who their delegated senders are, etc.

Admin settings

These controls have been centralized and can be accessed from Settings, where Personal settings are available to all users, and Admin settings restricted to those with the Admin profile.

Roles upgrade

Roles

Our Roles feature lets admins configure default settings for particular sets of users. E.g.;

  • Tracking ⚡ : disable tracking of EU recipients for GDPR, for everyone in marketing.
  • Unsubscribe 📧 : enforce unsubscribe links in all sequences, for the sales team.
  • Salesforce ☁️ : customize how activity syncs for your sales vs. success teams.
  • & more

You can create as many roles as you wish. We recommend creating roles for each of your teams.

Stay tuned for more admin goodness later this year!

Ready to transform your revenue team?

Request a demo

Recent Posts


customer engagement strategy
15 Customer Engagement Strategy Examples to Boost Revenue & Stop Churn If you're wondering what it takes to keep your customers coming back for more, you're in the right place.
Read more
true

All your team’s efforts boil down to successfully closing a sale.

If your AEs spend weeks or even months with a lead and it all ends in a dead end, it can be very discouraging. 

Yes, rejection is a massive part of sales, but what if your team could get a leg up?

(Pause for intrigue)

What if there are certain sales closing lines and techniques that could help them seal the deal?

(Pause for more intrigue)

What if there are mistakes they’re making that are hurting their chances of closing the sale?

Go on

We interviewed our Senior Sales Director, Mackenzie Prinslow, here at Mixmax and she gave us some juicy insights about what works–and what to avoid–when trying to close a sale.

13 Effective Sales Closing Lines & Techniques That Seal the Deal
23 Effective Sales Closing Lines & Techniques That Seal the Deal All your team’s efforts boil down to successfully closing a sale. If your AEs spend weeks or even months with a lead and it all ends in a dead end, …
Read more