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.
You will be redirected to the user editor. There are four sections in the settings:
- Basic profile settings;
- Notifications;
- Security;
- Access.
Next, you need to add:
- user’s first and last name;
- contact email;
- contact phone;
- interface language.
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).
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.
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.