Create user accounts
How to create new user accounts and the various user roles available
Select User management located in the User menu accessible from the top system toolbar. This opens a list of all current user accounts that exist for your company.
Click Create user to add a new user account.
Fill in Name, Email, Language, New password, Repeat new password, Role, Active, Multiple login allowed. See the below section for descriptions of all available user roles.
For any role other than Company admin you will need to assign the project(s) the user will be able to access.
There is no limit on the number of user accounts you can create for your company.
Keep credentials secure
When you create a new account for one of your colleagues, consider generating a strong password using a password generation service. Once the account has been created, instruct your colleague to use the Forgot password link on the login page. This way you ensure data security by eliminating sending credentials over insecure channels.
User roles
- Company admin
Superuser for your company with access to all areas. - Company IAM
Typically, an administrator responsible for managing user access. They can create new users but can't work with campaigns. - Project admin
Power-user for assigned projects. - Data protection officer
Special role to separate users with data protection responsibilities from day-to-day users. - Campaign admin
Role for day-to-day use, such as sending campaigns where you do not use a peer-review process. - Campaign and data manager
Same level of access as the Campaign admin, with the ability to view all data including PII. - Campaign copywriter
User who creates draft campaigns for assigned projects. Useful if you have a peer-review process for campaigns. - Campaign approver
User who approves and launches campaigns for assigned projects. Useful if you have a peer-review process to approve campaigns. - Project viewer
The lowest level of access for users who need to view assigned projects but do not need to edit anything. - Content partner
The lowest level of access for users who need to create content. Typically used for contracted agencies to make email templates, or for a partner brand to create content for a cross-promotion. - Customer Service Agent
This level of access allows the user to view customer details only if they know the user's identifier (user ID, email, or phone number). Users with this role cannot view customer data in bulk or export it. Also, they cannot create or edit campaigns.
Access levels
Admin roles
Component | Permission | Company admin | Company IAM | Project Admin |
---|---|---|---|---|
Settings & Admin | Superuser for your company | ✅ | ❌ | ❌ |
View all projects | ✅ | ✅ | ❌ | |
View assigned projects | N/A | N/A | ✅ | |
Add, view and edit all project settings | ✅ | ✅ | ❌ | |
Add, view and edit assigned project settings | N/A | N/A | ✅ | |
Team Management | Create company admin user accounts | ✅ | ❌ | ❌ |
Create user accounts except company admin | N/A | ✅ | ❌ | |
Analytics | View analytics | ✅ | ✅ | ✅ |
Campaigns | Create or edit campaigns | ✅ | ❌ | ✅ |
Create or edit drafts | ✅ | ❌ | ✅ | |
Create or edit templates | ✅ | ❌ | ✅ | |
Send or approve campaigns | ✅ | ❌ | ✅ | |
Segments/locations | Add locations or segments | ✅ | ❌ | ✅ |
User data | Action data subject requests | ✅ | ❌ | ✅ |
View user data | ✅ | ❌ | ✅ |
Campaign management & approval roles
Component | Permission | Campaign & data manager | Campaign admin | Campaign copywriter | Campaign approver | Content partner |
---|---|---|---|---|---|---|
Settings & Admin | Superuser for your company | ❌ | ❌ | ❌ | ❌ | ❌ |
View all projects | ❌ | ❌ | ❌ | ❌ | ❌ | |
View assigned projects | ✅ | ✅ | ✅ | ✅ | ❌ | |
Add, view and edit all project settings | ❌ | ❌ | ❌ | ❌ | ❌ | |
Add, view and edit assigned project settings | ❌ | ❌ | ❌ | ❌ | ❌ | |
Team Management | Create company admin user accounts | ❌ | ❌ | ❌ | ❌ | ❌ |
Create user accounts except company admin | ❌ | ❌ | ❌ | ❌ | ❌ | |
Analytics | View analytics | ✅ | ✅ | ✅ | ✅ | ❌ |
Campaigns | Create or edit campaigns | ✅ | ✅ | ❌ | ❌ | ❌ |
Create or edit drafts | ✅ | ✅ | ✅ | ❌ | ❌ | |
Create or edit templates | ✅ | ✅ | ✅ | ❌ | ✅ | |
Send or approve campaigns | ✅ | ✅ | ❌ | ✅ | ❌ | |
Segments/locations | Add locations or segments | ✅ | ✅ | ✅ | ❌ | ❌ |
User data | Action data subject requests | ✅ | ❌ | ❌ | ❌ | ❌ |
View user data | ✅ | ❌ | ❌ | ❌ | ❌ |
Non-admin roles
Component | Permission | Data protection officer | Project viewer | Customer service agent |
---|---|---|---|---|
Settings & Admin | Superuser for your company | ❌ | ❌ | ❌ |
View all projects | ❌ | ❌ | ❌ | |
View assigned projects | ✅ | ✅ | ✅ | |
Add, view and edit all project settings | ❌ | ❌ | ❌ | |
Add, view and edit assigned project settings | ❌ | ❌ | ❌ | |
Team Management | Create company admin user accounts | ❌ | ❌ | ❌ |
Create user accounts except company admin | ❌ | ❌ | ❌ | |
Analytics | View analytics | ✅ | ✅ | ❌ |
Campaigns | Create or edit campaigns | ❌ | ❌ | ❌ |
Create or edit drafts | ❌ | ❌ | ❌ | |
Create or edit templates | ❌ | ❌ | ❌ | |
Send or approve campaigns | ❌ | ❌ | ❌ | |
Segments/locations | Add locations or segments | ❌ | ❌ | ❌ |
User data | Action data subject requests | ✅ | ❌ | ❌ |
View user data | ✅ | ❌ | ✅* |
Update or delete user accounts
As a Company admin you can update and delete other user accounts by going to User management located in the Admin menu, accessible from the top system toolbar (top-right).
To update an account, click the edit button for the user you want to update, make your updates and click Save.
To delete an account, click the bin icon for that user.
Access control policies
During onboarding, Xtremepush will create one Company Admin user. Our support team cannot create or edit further users, as we cannot interfere with our clients' own Access Control policies. The initial Company Admin can add and edit new users.
Updated 11 months ago