Connection lets anyone set up a data-sharing relationship with another user. It can be any teammates in your company; or external parties such as designers, campaign analysts or marketing agencies.
When you connect with another SalesCatalysts user, you choose how you access his account data by specifying your role in the relationship. The user receiving your connection request or his team admin can decide whether to accept and make any necessary adjustments.
Since connection designates a data-sharing relationship between two users, one can build multiple connections with different users at the same instant. The number of concurrent connections you can set up is not restricted.
| Role | Description |
|---|---|
| Collaborator | Have almost full access to the owner’s account. Collaborators can add and update contact data, create campaigns directly under the owner’s account. Collaborators can’t access the account, billing, multi-user, and developer settings of the owner’s account. |
| Data Manager | Have full access to the contacts and groups of the owner’s account so that data manager can manage his contact database. Data managers can’t view campaigns or templates of the owner’s account. |
| Campaign Creator | Have full access to the campaigns, templates, groups, but not contacts of the owner's account. Campaign creators can send campaigns on behalf of the owner. |
| Analyst | View the contacts, groups, campaigns, and templates of the owner but cannot add nor edit any of the above items. |
To initiate a connection that accesses another's data and campaigns, go to Settings -> Multi-User -> Connections and click the “Add Access” button. To let somebody access your data and campaigns, click the “Grant Access” button instead. Once a connection is established, you can click the “Switch Access” button on the top right under your name, switch to, and work on another user’s workspace. Anything you add to that user's workspace, including marketing campaigns, belongs to that user. Therefore, the user instead of you will be deducted with service tokens (e.g. email or SMS amount) when a campaign sends.