Documentation Index

Fetch the complete documentation index at: https://docs.xtremepush.com/llms.txt

Use this file to discover all available pages before exploring further.

Create user accounts

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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, 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.

Once the account has been created, the user will need to reset their password to be able to log in for the first time.

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.

  • Consent Admin: The Consent Admin role is for senior staff managing consent preferences and compliance. It includes permissions to create, edit, and delete preferences, manage consent types, export data, and access audit logs.

  • Consent Support Agent: The Consent Support Agent role is for frontline agents who assist customers with managing consent preferences. It includes permissions to view customer profiles, update consent settings, and access audit logs for tracking changes.

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

✅*

For information on the access permissions for the Games Hub, see Roles and Permissions for Games Hub

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.