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Understanding user roles in the Paubox dashboard

The Paubox dashboard offers different user roles and permissions to ensure the right level of access and functionality for each team member. Here’s a breakdown of the roles available and what each one can do.

Roles

Admin The Admin role provides full visibility and management capabilities across the entire Paubox account. This role is typically reserved for IT administrators or security leads who need to manage global settings, billing, and user provisioning.

User The User role is designed for team members who need access to their own mail logs, personal settings, or specific Paubox tools like Marketing and Forms. Users cannot see account-wide billing or global security configurations.

Partner admin The Partner admin role is specifically for Paubox Partners who manage multiple client accounts. This role allows the user to switch between different client dashboards to manage subscriptions and technical setups.

 

Permissions

In addition to the primary role, you can enable specific permissions to grant access to individual Paubox products and notification types.

  • Paubox Email API: Allows the user to manage API keys, documentation, and mail logs related to transactional email integration

  • Paubox Marketing: Grants access to the marketing email builder, contact lists, and campaign analytics

  • Paubox Forms: Enables the user to create secure forms and view form submissions

  • ExecProtect Notifications: Configures the user to receive alerts when potential executive impersonation attempts are detected

  • DLP: Grants the ability to create, edit, and manage Data Loss Prevention rules and policies

  • DLP Notifications: Ensures the user receives alerts whenever a sensitive email is quarantined by a DLP rule

Tip: Permissions can be layered. For example, a User can be granted Paubox Marketing and Paubox Forms access.

 

Add a user 

If you're an Admin and need to add a new user, you can do so from the Users page in the Paubox dashboard. Click on Add user, enter their name and email address, select the user role, then select any permissions to grant.

 

Update a user's role

Admins can also update a user's role and permissions. From the Users page, click on the user's name to edit their details, role, and permissions.