Add or Remove Users

Table of Contents
User Access Levels

Multiple users can be added to your account, with different access levels and rights. There are 4 levels of user permissions:

  1. Admins have can do anything, they have the ability to add and remove clients, manage subscriber lists, and send campaigns on the client's behalf.
  2. View, Edit, Add & Delete, have the ability to do anything on the selected clients or sections of your account.
  3. View, Edit & Add, have the ability to anything except delete function on the selected clients or sections of your account.
  4. View Only, only view on the selected clients or sections of your account.

These Access Levels will help you and your team to manage users in a manner that is secure and efficient. 

Example

You created a user for client XYZ with View, Edit, Add & Delete Access Level and selected XYZ as the client in the clients list. Now this user is able to create more users for XYZ client with whatever Access Level he/she likes except Admin Access Level since the max Access Level that the user has is View, Edit, Add & Delete.

 

Add a user
  1. Click your profile image at the top right, then select Manage Users.
  2. Click New User.
  3. Enter the user email address and name.
  4. Choose the desired Access Level.
  5. If you chose and Access Level other than Admin, select the desired clients and/or sections that the user should have access to.
  6. Click Save.
  7. You'll see "Waiting" next to the new user's name. Once they accept the invition they will be abale to login to your account.

 

Resend an invitation

If the new user doesn't respond, or doesn't receive the email, you can resend the invite:

  1. Click your profile image at the top right, then select Manage Users.
  2. Click Resend next to their name.

 

Remove a user
  1. Click your profile image at the top right, then select Manage Users.
  2. Select Delete from the action dropdown next to the user's name.