New User Roles + More Initiative Details in Daxko Engage

Today’s Daxko Engage release includes new user role permissions, more initiative details, and a few other small fixes and enhancements. Read the full release details here.

New User Role Permissions

We have heard from our Daxko Engage partners that they need more flexibility with the permissions they give their staff:

“I want to allow my program directors to create initiatives for their departments, but I want someone else approving the initiatives before they launch.”

“I want more staff to have access to Daxko Engage reports and dashboards, but I do not want them having access to launching initiatives.”

As we previously announced, this release gives Daxko Engage Administrators the ability to more finely control which users on their team are able to launch, schedule, cancel or delete initiatives without limiting who can create initiatives or email templates.

• The new “Marketing Manager” role has the ability to create, launch, schedule and delete initiatives.
• The new “Manager” role has the ability to create initiatives and email templates – and has access to reports and dashboards – but does not have the ability to launch, schedule, or delete initiatives.

All active users in the “Manager” role now have the new “Marketing Manager” role. Any inactive users who had the previous “Manager” permission level now have the new “Manager” permission level.

More Initiative Details

In addition to the new roles, this release also provides you with more visibility into which users are launching, scheduling, and updating initiatives. We have added columns within the Initiatives tabs as well as additional details on View Initiative pages, where you’ll be able to see more information about which user launched that initiative and which user last updated it.

Other Items in this Release

• We fixed a defect that prevented users from using a “wait” as Step 1 in an ongoing initiative.
• We fixed a defect that displayed the incorrect year in the New Joins Retention Graph under Dashboards.

The above changes will take effect on Thursday, 9/5/2019. To read all the details, check out the release notes.

Have questions?

Contact our Customer Service team at support@daxko.com.