Create and manage users (New UI)

Learn how this was done in the old interface!

 

This article contains information about how to manage users and teams.

Create a new user

You create new user via Users on the left side menu. You can only access this page if you are an Admin user on your account.

Click on Add and simply fill the form with user information and choose the access level through the Roles page (learn more below) and click Create. An email will be sent to the new user with information about logging in and setting a password.

 

Access level

Here is where you manage your users and give them their appropriate user roles if needed. Select between the three (or four) different roles:​

• Account admin
  Can add and edit users and teams and have access to everything, including Account settings.​

• Production manager
  Can access communication in all projects or only projects specified in the team(s).
  This user type has no access to
  • Account settings
  • Databases
  • Segment editing
  • Social Audience Builder

• Database manager
  Can access all databases and segments or only databases and segments specified in the team(s).
  This user type has no access to
  • Account settings
  • Communication
  • Social Audience Builder

• Segment manager
  Can add and edit segments specified in the team(s).
  
  

Teams (permission groups)

In the Old UI, this was known as "Permission Groups", so it has gotten a new name. 

On top of user levels, admin users can set up Teams in order to give user access to different parts of the account. You can tie a user to specific Projects, Databases and Segments. You can also set restrictions for how much the users can or can not do within these areas such as; View, Export, Create, Send etc.

When setting a team with e.g. restricted project access on a user, the user will not be able to access any other project than stated in the team.

One user can be tied to several Teams.
It's not recommended to tie admin users to any team.

To add a new team, find your way to Users > Teams and click on the + icon, as shown below.

Select the access levels for the three different areas:

• Projects (view reports, export reports, create and send to test list, send from project)
• Databases (view list, export from, edit, add and import to, send to this database)
• Segments (use for send out)​

Then add the restricted users to the group (you can also add Teams when adding or viewing a specific user.)

Teams example

In below image the team contains access to the following:

• Projects
  • Charity General
    Assigned users can view and export reports and statistics but are not allowed to create and send communication within this project.
  • School Project
    Assigned users can view and export reports and statistics and also create and send communication within the project.
• Databases
  • Assigned users can view and export contacts on the list My database, but not edit or update the list. 
    Users can send to list IF the sendout is created within the allowed project (School Project) as stated under Projects.
• Segments
  • Assigned users are only allowed to use the segment Active last 6 months when sending communication. 

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Access issues?

If you have a number of teams they may interfere with each other if one group allows access and another denies access. If so, you need to go through each permission group to find the cause.