How to add a new platform user to your account

It is a team of marketers that works on the platform, not just one person. All of the company's employees work within a single account. By default, there is only one user per account. But you can add a new user to your account in order to differentiate the work of employees in the platform. In this piece, you will learn how to create a new platform user and configure access for them.

How to create a new platform user

Select «Settings» in the main menu and then go to «Users». A list of all users working in this platform account will open. To add a new user, click on the «Create» button in the top bar:

You will be redirected to the user editor. There are four sections in the settings:

• Basic profile settings;
• Notifications;
• Security;
• Access.

Basic user settings

First, enter a login. The user will use it to sign in the platform. Login will be generated from these characters, then the symbol @ and the account name. For example, if you work in the ak account and enter «john.doe» in the login field, then your colleague will have to enter «john.doe@ak» to log in to the platform.

Next, you need to add:

• user’s first and last name;
• contact email;
• contact phone;
• interface language.

Notification settings

Decide which platform notifications you want to receive by email. Specify the email address to which you want to send notifications and select message types:

• Account limitations reached. If there are limits in your account plan, you will receive a notification that the number of sent messages has reached the maximum.

• Email complaints. A complaint is fixed if a newsletter recipient marked an email as spam. A notification will be sent when the complaints rate in the platform exceeds 0.07.

• Hard bounces. It is fixed if emails does not reach the recipient because of some error in their name or domain. A notification will be sent when the rate exceeds 0.05.

• Soft bounces. It it fixed if emails does not reach the recipient because of temporary problems on the server or lack of storage space in the recipient’s mailbox. A notification will be sent when the rate exceeds 10.

You can also set the frequency of sending data from the summary report: every day or once a week (Monday).

Security settings

A password for a new user is generated automatically. If it does not satisfy you, enter your password. Please note that your password must contain from 8 to 32 characters, including numbers and special characters.

Activate the «Send login details to user» option — as soon as you save the user, the platform will send login details to the user's contact email. For security purposes, you can also require a new user to change the generated password on first login.

Access

Here you restrict user access to some functionality of the platform. You can do it by adding groups and roles. Groups restrict user access to platform objects (databases, resources, templates, scenarios, etc.). Roles determine allowed user actions within a certain group.

A new user can log in to the account only if their account is active. Besides, you must set at least one role and one group for this user.

Here you can also create a master user. This user has access to all actions in the main group of the account and, therefore, to all objects of all groups. Role restrictions will not apply in this case. Master users have access to «Settings» in the platform main menu and can change access of other users.