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.

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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 of the Campaign admin, with the ability to view all data including PII.
  • Campaign copywriter
    User who creates 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
    Lowest level of access for users who need to view assigned projects but do not need to edit anything.
  • Content partner
    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.

Access levels

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Updating or deleting 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.

Updated 2 months ago


Create user accounts


How to create new user accounts and the various user roles available

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