Our last article explored how Beefree SDK can help your customers stay on-brand with content defaults, templates, and saved rows.
We have discussed the importance of democratizing design while keeping an eye on the brand, especially in a decentralized working environment where teams don’t necessarily share the same office nor work in the same departments.
Over the years, businesses of all sizes have turned to us to help them democratize digital content creation in an easy-to-use, no-code environment tailored around the needs of their customers.
How to use BEE’s advanced permissions and user roles for stronger brand control
Creating an email campaign or designing a landing page is an orchestrated team effort, from drafting the right messaging to targeting the right audience to the design, everything needs to be on-brand.
It’s more than just the content that needs to be addressed. According to independent research by Morar Consulting, an average of 11 people work on an individual marketing campaign, including external freelancers and agencies. The same study reported that the second reason why collaboration is poor is that team members make modifications that they shouldn’t have, followed by “erase your work.”
How could you expect such a detailed level of branding control if one single email is handled, edited, and reworked by so many people?
What if your customers could have granular control over the different elements of an email, landing page, or popup to preserve their brand identity without sacrificing creativity?
Let’s pretend a user plans to send a new email newsletter coding the email in a generic WYSWYG HTML Editor. About how many people are involved?
We have at least: an email designer (responsible for the email look and feel, branding, fonts, and more), a marketer (planning the campaign), a copywriter (writing the messaging, and a proofreader).
Each individual will have control over some aspects of the email campaign, but not everything. With Beefree SDK, you can enable customers to reach the peace of mind they deserve. Advanced permissions allow you to set a granular control over what actions can be performed in the builders by specific roles.
Quick link list:
- Advanced Permissions: https://docs.beefree.io/advanced-permissions/
- How advanced permissions work: https://docs.beefree.io/advanced-permissions/#how-it-works
Taking Advanced Permissions to the next level.
As someone said, “With great power comes a great responsibility”.
At Beefree, we take this seriously: you define which settings are available at the user level with advanced permissions.
By integrating advanced permissions, your end users will still be free to work directly in the builder. They will have access to the document elements assigned to their role, e.g., a copywriter can have access to text fields and paragraphs. But other elements like logos, font family, font size, alignment, padding, and images can be restricted or hidden. Please take a look at our GitHub repository here.
You can easily tailor the level of freedom in editing content to the level of expertise of the people collaborating on the asset. There is no fear of giving access to someone as tabs can be hidden, of breaking things because rows can be locked, of starting over again because someone erased part of the document by mistake or the overall design is not aligned with the brand standards.
We have created a detailed list of default behaviors and available permissions to better craft the user experience: starting from the sidebar and widget visible to selected users to the possibility of performing actions in the content area (e.g., deleting content in a row, cloning content or entire rows, adding elements to the content area, and more).
Also, the brand styles applied by designers or managers can be fully customizable, resulting in a more collaborative environment where all have the peace of mind that the result will always be on-brand in a risk-free environment.
Quick link list:
- Table with available permissions and behaviors https://docs.beefree.io/advanced-permissions/#available-permissions-and-behaviors
- GitHub Repo: https://github.com/BEE-Plugin/bee-advanced-permissions
Designer vs. Marketer/Copywriter: comparing advanced permissions
Let’s dig deeper into the advanced permissions settings and see how a marketer/copywriter compares to a designer regarding advanced permissions.
Editor’s note: the workflow we discuss here also applies to landing pages and popups. We are using emails as an example.
Designers have access to the complete content structure. Therefore they require all the permissions to be able to design and/or assemble a template. They may have access to previously saved rows to quickly put together an email campaign with no or little effort.
Marketers and copywriters require limited access to the email campaign instead. They focus on adding content within the structure already laid down by designers. They need to have visibility of elements to ensure the campaign is on point, but their contribution is more focused on messaging and copy.
In this last scenario, marketers and copywriters will be prevented from adding new rows, buttons, or changing the color of fonts or backgrounds. They can access the email campaign as it is, see how it looks overall, and get their job done — all without messing up with the design.
See below how the two roles compare when it comes to advanced permissions:
You can see how all elements listed above are accessible to the designer but only visible to the marketer/copywriter:
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Quick link list:
More control over user roles and permissions
The level of user permissions can be managed in more detail in regards to specific content fields. As discussed earlier in this article, a marketer requires editing permissions to add copy to the email campaign they are launching. If we apply this to advanced permissions, it means they will have access to all text fields. But, there may be some exceptions.
Let’s go back to the email our marketer is working on. As we all know, the footer includes some elements (e.g., copyright, unsubscribe links, company address) that need to stay consistent and shouldn’t be edited.
Managing user roles and permissions allows your customer to control your users editing access to content while ensuring that specific fields stay unaltered. This set of permissions applies not only to social media icons and links in the footer but also to the legal language and dynamic fields that comply with specific regulations (see GDPR requirements). The marketer isn’t supposed to alter that paragraph. The legal department is.
You can see a combination of user roles and permissions below:
Quick link list:
- Roles and Permissions https://docs.beefree.io/roles-and-permissions/
Setting the permission roles.
In the Manage Roles section of the developers portal, you’ll be able to create different user roles and set their permissions. This level of flexibility will allow you to adjust the parts based on your target users.
You can select and restrict editing permissions for each user role you create. This process will ensure more granular access to content.
You can also grant access to Display Conditions (i.e., Display conditions allow you to change the content shown to the recipient of an email depending on the recipient) by leveraging user roles and permissions.
Quick link list:
- Roles and Permissions https://docs.beefree.io/roles-and-permissions/#combination-of-user-roles-and-permissions
- Display Conditions https://docs.beefree.io/display-conditions
- Display Conditions and user roles permissions https://docs.beefree.io/display-conditions/#display-conditions-and-user-roles-permissions
Helping you create the perfect modern workspace in 2022
At Beefree, we strive to create a product that solves some of the challenges of the contemporary workspace. Your clients can focus on delivering campaigns efficiently in a flexible digital environment that is open to collaboration (synchronously or asynchronously), saves time, and gives users the peace of mind they deserve.
It’s a perfect equation:
The perfect collaborative workspace for creating emails, pages, and popups for Enterprise customers.
What are you waiting for? Get started today!
With these features, you can provide users with a more efficient way of working and give them more time to spend on what matters the most to them. Book a demo today and see for yourself how Beefree SDK can help your business.