Overview: Rights

In Inxmail Professional, all rights are assigned to higher-level rights packages.

The rights packages and rights are displayed in the Users agentUsers:

on the Users tab > Roles/Rights tab

Here you can assign rights to the users directly through a role (Create a new user).
on the Roles tab

Here you can assign the role (Create new role).

In addition to the rights listed below, the users may need the access right for the relevant tab (for example, the (Global settings) tab) or the relevant section (for example, the Administration section) in order that they may view these tabs or sections.

Rights package: Inxmail Professional Client

Right	Description
Use ‘Inxmail Professional Client’	This right is required by all users in order to log in to Inxmail Professional or use the software program in general. Exception: ‘Technical’ users that are used to configure plug-ins or the API interface do not require this right.

Right

Description

Use ‘Inxmail Professional Client’

This right is required by all users in order to log in to Inxmail Professional or use the software program in general.

Exception: ‘Technical’ users that are used to configure plug-ins or the API interface do not require this right.

Rights package: Automated registration on the Inxmail Professional Server using plug-ins

Right	Description
Allow automated registration of plug-ins	‘Technical’ users require this right in order to configure plug-ins.

Rights package: Inxmail API

Right	Description
Use ‘Inxmail API’	‘Technical’ users require this right in order to use the Inxmail Professional API interface (RPC). (REST API and RPC API)

Rights package: Recipient columns

Right	Description
Add column	Users require this right in order to add columns to the following recipient tables: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ right. Global recipient table containing all recipients (on the (Global settings) tab > All recipients agent) Prerequisite: The users have the ‘Use ‘All recipients’ agent’ right.
Remove column	Users require this right in order to remove columns from the following recipient tables: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ right. Global recipient table containing all recipients (on the (Global settings) tab > All recipients agent) Prerequisite: The users have the ‘Use ‘All recipients’ agent’ right.
Adjust column order, width and visibility	Users require this right in order to change the order, width and visibility of columns in the following recipient tables: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ right. Global recipient table containing all recipients (on the (Global settings) tab > All recipients agent) Prerequisite: The users have the ‘Use ‘All recipients’ agent’ right.
Renaming a column	Users require this right in order to rename columns in the following recipient tables: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ right. Global recipient table containing all recipients (on the (Global settings) tab > All recipients agent) Prerequisite: The users have the ‘Use ‘All recipients’ agent’ right.

Rights package: Lists

Right	Description
Generate lists	Users require this right in order to create new mailing lists.
Delete lists	Users require this right in order to delete mailing lists.
Modify lists (name & description)	Users require this right in order to rename mailing lists.

Rights package: Mail server

Right	Description
Manage mail server settings	Users require this right in order to see and configure the Mail server agent (on the (Global settings) tab > Administration section).

Rights package: Recipients

Right	Description
Use ‘All recipients’ agent	Users require this right in order to see and use the All recipients agent (on the (Global settings) tab).
Use ‘Recipients’ agent	Users require this right in order to see and use the Recipients agent (on the tabs of the individual mailing lists).
Add recipient	Users require this right in order to add recipients to the following recipient tables (manually or by copying and pasting): Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ and ‘Modify recipient’ rights. Global recipient table containing all recipients (on the (Global settings) tab > All recipients agent) Prerequisite: The users have the ‘Use ‘All recipients’ agent’ and ‘Modify recipient’ rights. Note the following: Even if the ‘Add recipient’ right is not set, it is still possible to run the recipient import if the ‘Export and copy recipients’ right is set.
Modify recipient	Users require this right in order to change recipient data in the following recipient tables (manually by double-clicking the relevant column or by copying and pasting data): Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ right. Global recipient table containing all recipients (on the (Global settings) tab > All recipients agent) Prerequisite: The users have the ‘Use ‘All recipients’ agent’ right.
Unsubscribe/resubscribe recipient	Users require this right in order to manually unsubscribe and resubscribe recipients in the following recipient table: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ right.
Deleting recipients	Users require this right in order to delete recipients in the following recipient tables: Recipient table of a mailing list (on the tab of the mailing list in the Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ right. Note: You do not require this right for the global recipient table containing all recipients. Here you can automatically delete recipients if you have the ‘Use ‘All recipients’ agent’ right.
Reset bounce status	Users require this right in order to manually flag recipients who are marked as ‘unavailable’ as ‘available’ in the following recipient tables: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ and ‘Modify recipient’ rights. Global recipient table containing all recipients (on the (Global settings) tab > All recipients agent) Prerequisite: The users have the ‘Use ‘All recipients’ agent’ and ‘Modify recipient’ rights.

Import/export recipients rights package

Right	Description
Import recipients	Users require this right in order to import recipient data. Recipient imports can be undertaken without needing to have the ‘add recipient’ right.
Use ‘Overwrite column values’ import option	Users require this right in order to: be able to select the Overwrite existing column values option (last dialog box step) when importing recipient data in the following recipient tables: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ and ‘Use ‘Import recipients’ dialog box’ rights. Global recipient table containing all recipients (on the (Global settings) tab > All recipients agent) Prerequisite: The users have the ‘Use ‘All recipients’ agent’ and ‘Use ‘Import recipients’ dialog box’ rights. be able to select the Update subscription date option (last dialog box step) when importing recipient data in the following recipient table: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ and ‘Use ‘Import recipients’ dialog box’ rights.
Use ‘Change subscribe/unsubscribe’ import option	Users require this right in order to: import recipients to the Unsubscribed tab in the following recipient table: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ and ‘Use ‘Import recipients’ dialog box’ rights. be able to select the Resubscribe this recipient option (last dialog box step) when importing recipients to the Subscribed tab in the following recipient table: Recipient table of a mailing list (on the tab of the mailing list > Recipients agent) Prerequisite: The users have the ‘Use ‘Recipients’ agent’ and ‘Use ‘Import recipients’ dialog box’ rights.
Export and copy recipients	Users require this right in order to: Export and copy recipient data. Create test profiles from the recipients table (Creating recipients as test profiles). Be able to export recipients from a target group (Export recipients from a target group).

Rights package: Plug-ins

Right	Description
Install plug-in that is not listed as trusted	Users require this right in order to install plug-ins that are not listed as trusted in their system (that is, the plug-ins do not appear in the white list). Prerequisite: The users have the ‘Install, configure and uninstall plug-ins’ right.
Add and delete plug-ins from lists	Users require this right in order to add plug-ins to mailing lists and remove them.
Install, configure and uninstall plug-ins	Users require this right in order to see the Plug-ins agent (on the (Global settings) tab) and use the agent to install, configure and uninstall plug-ins.

Right

Description

Install plug-in that is not listed as trusted

Users require this right in order to install plug-ins that are not listed as trusted in their system (that is, the plug-ins do not appear in the white list).

Prerequisite: The users have the ‘Install, configure and uninstall plug-ins’ right.

Add and delete plug-ins from lists

Users require this right in order to add plug-ins to mailing lists and remove them.

Install, configure and uninstall plug-ins

Users require this right in order to see the Plug-ins agent (on the (Global settings) tab) and use the agent to install, configure and uninstall plug-ins.

Rights package: Properties

Right	Description
Use the lists’ ‘Properties’ agent	Users require this right in order to see and use the Properties agent (on the tabs of the individual mailing lists).
Edit editorial properties	Users require this right in order to edit the fields in the Editorial properties section in the following agents: on the tabs of the individual mailing lists > Properties agent Prerequisite: The users have the ‘Use the lists’ ‘Properties’ agent’ right. on the (Global settings) tab > Properties agent Prerequisite: The users have the ‘Use global agents Properties and Properties (Administration)’ right.
Edit advanced properties	Users require this right in order to edit the fields in the Advanced properties section in the following agents: on the tabs of the individual mailing lists > Properties agent Prerequisite: The users have the ‘Use the lists’ ‘Properties’ agent’ right. on the (Global settings) tab > Properties agent Prerequisite: The users have the ‘Use global agents Properties and Properties (Administration)’ right.
Use global agents ‘Properties’ and ‘Properties’ (Administration)	Users require this right in order to see and use the Properties and Properties (Administration) agents (on the (Global settings) tab).
Edit administrative properties	Users require this right in order to edit the fields in the Administrative properties section in the following agents: on the tabs of the individual mailing lists > Properties agent Prerequisite: The users have the ‘Use the lists’ ‘Properties’ agent’ right. on the (Global settings) tab > Properties agent and Properties (Administration) agent Prerequisite: The users have the ‘Use global agents Properties and Properties (Administration)’ right.

Rights package: Person-based tracking

Right	Description
‘Include consent for person-based tracking’ property	Users require this right to be able to edit the advanced ‘Include consent for person-based tracking’ global property. This property can be found in the Properties agent (on the (Global settings) tab). Prerequisite: The users have the ‘Use global agents Properties and Properties (Administration)’ right.

Right

Description

‘Include consent for person-based tracking’ property

Users require this right to be able to edit the advanced ‘Include consent for person-based tracking’ global property.

This property can be found in the Properties agent (on the (Global settings) tab).

Prerequisite: The users have the ‘Use global agents Properties and Properties (Administration)’ right.

Rights package: Users

Right	Description
Use ‘Users’ agent	Users require this right in order to see and use the Users agent (on the (Global settings) tab).

Rights package: Actions

Right	Description
Use ‘Actions’ agent	Users require this right in order to see and use the Actions agent (on the (Global settings) tab).

Rights package: Black list

Right	Description
Use ‘Black list’ agent	Users require this right in order to see and use the Black list agent (on the (Global settings) tab).

Rights package: Import automation

Right	Description
Use ‘Import automation’ agent	Users require this right in order to see and use the Import Automation agent. If only this right is assigned, users can see imports, (Outstanding imports) and information on progress of imports.
Edit imports	Users require this right in order to activate, deactivate and postpone imports.
Manage imports	Users require this right in order to create, edit, and delete imports.

Rights package: Email connector

Right	Description
Use ‘Email connector’ agent	Users require this right in order to see and use the Email connector agent (on the tabs of the individual mailing lists).

Rights package: Inbox & bounces

Right	Description
Use ‘Inbox & bounces’ agent	Users require this right in order to see and use the Inbox & bounces agent (on the (Global settings) tab).

Rights package: Content

Right	Description
Use ‘Content’ agent	Users require this right in order to see and use the Content agent (on the (Global settings) tab).
Manage content data source	Users require this right in order to create new content data sources or delete content data sources in Inxmail Professional. Prerequisite: The users have the ‘Use Content agent’ right.

Right

Description

Use ‘Content’ agent

Users require this right in order to see and use the Content agent (on the (Global settings) tab).

Manage content data source

Users require this right in order to create new content data sources or delete content data sources in Inxmail Professional.

Prerequisite: The users have the ‘Use Content agent’ right.

Rights package: Target groups

Right	Description
Use ‘Target groups’ agent	Users require this right in order to see and use the Target groups agent (on the (Global settings) tab and on the tabs of the individual mailing lists).
Add target groups	Users require this right in order to create new target groups. Prerequisite: The users have the ‘Use ‘Target groups’ agent’ and ‘Modify target groups’ rights.
Delete target groups	Users require this right in order to delete target groups. Prerequisite: The users have the ‘Use ‘Target groups’ agent’ right.
Modify target groups	Users require this right in order to manually change settings for a target group. Prerequisite: The users have the ‘Use ‘Target groups’ agent’ right.

Rights package: Reports

Right	Description
Use ‘Reports’ main tab	Users require this right in order to see and use the (Reports) main tab.

Rights package: Files & web pages

Right	Description
Use ‘Files & web pages’ agent	Users require this right in order to see and use the Files & web pages agent (on the (Global settings) tab).
Attach files to emails	Users require this right in order to attach files to emails (for example, to mailings or to subscribe and unsubscribe emails). Prerequisite: The users have the ‘Use ‘Mailings’ agent’ right.
Add web page	Users require this right in order to create and edit web pages. Prerequisite: The users have the ‘Use ‘Files & web pages’ agent’ right.
Delete file	Users require this right in order to delete uploaded files. Prerequisite: The users have the ‘Use ‘Files & web pages’ agent’ right.
Delete web page	Users require this right in order to delete web pages created in Inxmail Professional. Prerequisite: The users have the ‘Use ‘Files & web pages’ agent’ right.
Embed images in emails	Users require this right in order to insert images into emails (for example, in mailings or email sequences). Prerequisite: The users have the ‘Use ‘Mailings’ agent’ right.
Publishing the web page	Users require this right in order to publish web pages created in Inxmail Professional. Prerequisite: The users have the ‘Use ‘Files & web pages’ agent’ right.
Upload file and release for all lists	Users require this right in order to upload files in the following situations and release them for all mailing lists: Uploading files on the (Global settings) tab > Files & web pages agent Prerequisite: The users have the ‘Use ‘Files & web pages’ agent’ right. Inserting images into mailings Prerequisite: The users have the ‘Use ‘Mailings’ agent’ right. Attaching files to mailings Prerequisite: The users have the ‘Use ‘Mailings’ agent’ right.
Upload file and release for a list	Users require this right in order to upload files and release them for a mailing list: Note: For information on the situations where the files can be uploaded and released, see above (‘Upload file and release for all lists’ right).
Upload file and do not release	Users require this right in order to upload files but not release them. Note: For information on the situations where the files can be uploaded, see above (‘Upload file and release for all lists’ right).
Add webspaces	Users require this right in order to create new webspaces in Inxmail Professional. Prerequisite: The users have the ‘Use ‘Files & web pages’ agent’ right and the ‘Use webspaces’ right.
Use webspaces	Users require this right in order to manage and use webspaces. Prerequisite: The users have the ‘Use ‘Files & web pages’ agent’ right.

Rights package: Brand Identity Protection

Right	Description
Use 'Brand Identity Protection' agent	Users require this right in order to see the Brand Identity Protection agent (on the ( Global settings)tab).
Manage 'Brand Identity Protection' agent	Users need this right to authenticate new domains in the Brand Identity Protection agent and to edit and delete existing domains and set up forwarding.

Rights package: Mailings

Right	Description
Start display test	Users require this right in order to start a new display test for a mailing. Prerequisite: The ‘Display test’ optional service was purchased and the users have the ‘Use ‘Mailings’ agent’ right.
Edit test mailing list	Users require this right in order to create and edit test mailing lists for sending test emails. Prerequisite: The users have the ‘Use ‘Mailings’ agent’ right.
Send mailings	Users require this right in order to send mailings. Prerequisite: The users have the ‘Use ‘Mailings’ agent’ right.
Send test e-mails	Users require this right in order to send test emails. Prerequisite: The users have the ‘Use ‘Mailings’ agent’ right.
Bypass approval process	Users require this right in order to bypass the advanced approval process. In other words, users with this right can approve mailings using immediate approval even if the advanced approval process has been defined for these mailings.
Approve mailing	Users require this right in order to start immediate approval for mailings.
Delete mailing	Users require this right in order to delete mailings. This right is activated by default for users with the roles of ‘User’, ‘Editor’ and ‘Administrator’ (Overview: Standard roles).

Rights package: Email sequence

Right	Description
Use ‘Email sequence’ agent	Users require this right in order to see and use the Email sequence agent (on the tabs of the individual mailing lists).

Rights package: Split tests

Right	Description
Use ‘Split tests’ agent	Users require this right in order to see and use the Split tests agent (on the tabs of the individual mailing lists).

Rights package: Subscriptions agent

Right	Description
Use ‘Subscriptions’ agent	Users require this right in order to see and use the Subscriptions agent (on the tabs of the individual mailing lists).

Rights package: Synchronisation

Right	Description
Use ‘Synchronisation’ agent	Users require this right in order to see and use the Synchronisation agent (on the (Global settings) tab in the Administration section).

Rights package: Templates

Right	Description
Use ‘Templates’ agent	Users require this right in order to see and use the Templates agent (on the (Global settings) tab and on the tabs of the individual mailing lists).
Add templates	Users require this right in order to create new user templates and copy existing templates on the Templates agent > User templates tab. Prerequisite: The users have the ‘Use ‘Templates’ agent’ and ‘Change templates’ rights.
Templates management	Users require this right in order to: import template libraries (JSP template libraries or newsletter templates) or delete imported template libraries on the Templates agent > Template libraries tab. create, rename, copy, paste, edit or delete data sources on the Templates agent > Data sources tab. Prerequisite: The users have the ‘Use ‘Templates’ agent’ right.
Delete templates	Users require this right in order to delete existing user templates on the Templates agent > User templates tab. Prerequisite: The users have the ‘Use ‘Templates’ agent’ right.
Change templates	Users require this right in order to edit existing user templates on the Templates agent > User templates tab. Prerequisite: The users have the ‘Use ‘Templates’ agent’ right.

Rights package: Test profiles

Right	Description
Use ‘Test profiles’ agent	Users require this right in order to see and use the Test profiles agent (on the (Global settings) tab and on the tabs of the individual mailing lists).
Edit test profiles	Users require this right in order to edit test profiles. Prerequisite: The users have the ‘Use ‘Test profiles’ agent’ right.

Right

Description

Use ‘Test profiles’ agent

Users require this right in order to see and use the Test profiles agent (on the (Global settings) tab and on the tabs of the individual mailing lists).

Edit test profiles

Users require this right in order to edit test profiles.

Prerequisite: The users have the ‘Use ‘Test profiles’ agent’ right.

Rights package: Modules

Right	Description
Use ‘Modules’ agent	Users require this right in order to see and use the Modules agent (on the (Global settings) tab and on the tabs of the individual mailing lists).
Add modules	Users require this right in order to create new modules and copy existing ones. Prerequisite: The users have the ‘Use ‘Modules’ agent’ and ‘Change templates’ rights.
Delete modules	Users require this right in order to delete modules created in Inxmail Professional. Prerequisite: The users have the ‘Use ‘Modules’ agent’ right.
Change modules	Users require this right in order to edit modules created in Inxmail Professional. Prerequisite: The users have the ‘Use ‘Modules’ agent’ right.

Rights package: Access rights

Right	Description
Use ‘Access rights’ agent	Our recommendation: If you assign a user the ‘Use access rights’ right, you should always assign the same user the ‘Also has access to access-restricted mailing lists’ right at the same time. Otherwise, the user may exclude themselves from a mailing list by activating the ‘Access rights’ agent. Users require this right in order to see and use the Access rights agent. The Access rights agent is available in three Inxmail Professional application areas. (Global settings) main tab in the Global settings section Mailing lists (Global settings) main tab in the Administration section (only for Inxmail employees and licence customers) Detailed information about the Access rights agent can be found in the section Access rights agent.
Also has access to access-restricted mailing lists	If this right is set, the respective user has access to all mailing lists created in Inxmail Professional and their objects. Background: Usually, access to a mailing list is specified via the Access rights agent within the specific mailing list and not via user rights. If the ‘Access to all mailing lists’ right is set, the respective user also has access to the mailing lists for which they have not been granted access in the Access rights agent within the specific mailing list. Detailed information about the Access rights agent can be found in the section Access rights agent. Instructions on assigning access rights for individual mailing lists can be found in the section Setting up access rights for mailing lists.
Also has access to ‘Global settings’ if they are access-restricted	If this right is set, the user has access to the (Global settings ) main tab. Background: Usually, access to the (Global settings) main tab is not granted via user rights but via the Access rights agent on the (Global settings) main tab in the Global settings section. If the ‘Access to Global settings’ right is set, the respective user also has access to the (Global settings) main tab when they have not been granted access via the Access rights agent on the (Global settings) main tab in the Global settings section. Detailed information about the Access rights agent can be found in the section Access rights agent.

Right

Description

Use ‘Access rights’ agent

Our recommendation: If you assign a user the ‘Use access rights’ right, you should always assign the same user the ‘Also has access to access-restricted mailing lists’ right at the same time. Otherwise, the user may exclude themselves from a mailing list by activating the ‘Access rights’ agent.

Users require this right in order to see and use the Access rights agent.

The Access rights agent is available in three Inxmail Professional application areas.

(Global settings) main tab in the Global settings section

Mailing lists

(Global settings) main tab in the Administration section

(only for Inxmail employees and licence customers)

Detailed information about the Access rights agent can be found in the section Access rights agent.

Also has access to access-restricted mailing lists

If this right is set, the respective user has access to all mailing lists created in Inxmail Professional and their objects.

Background: Usually, access to a mailing list is specified via the Access rights agent within the specific mailing list and not via user rights.

If the ‘Access to all mailing lists’ right is set, the respective user also has access to the mailing lists for which they have not been granted access in the Access rights agent within the specific mailing list.

Detailed information about the Access rights agent can be found in the section Access rights agent.

Instructions on assigning access rights for individual mailing lists can be found in the section Setting up access rights for mailing lists.

Also has access to ‘Global settings’ if they are access-restricted

If this right is set, the user has access to the (Global settings

) main tab.

Background: Usually, access to the

(Global settings) main tab is not granted via user rights but via the Access rights agent on the (Global settings) main tab in the Global settings section.

If the ‘Access to Global settings’ right is set, the respective user also has access to the (Global settings) main tab when they have not been granted access via the Access rights agent on the (Global settings) main tab in the Global settings section.

Detailed information about the Access rights agent can be found in the section Access rights agent.