Types of users
There are 5 types of users in a network: Super Administrator, Administrator, Account Manager, Managed Client, and Self-Serve User.
A Super Administrator is a top-level user with full access to the network account. This user type can change network settings, manage billing, add and delete users, enable/disable user permissions, view reports, manage products and all campaigns.
An Administrator can manage users and campaigns, view performance reports, and the activity log.
An Account Manager is able to create, edit, or request a new campaign. As account managers, they can only view and manage campaigns that have been assigned to their account.
A Managed Client is a user with read-only access. They can view the campaign dashboard for any product they have purchased.
A Self-Serve User can create, edit, publish, and delete their own campaigns. They can view the campaign dashboard for any product they have purchased.
Adding a new user
To add a new user, go to Users in the left hand menu and click on the Add New User button on the top right corner. Then, enter their name, email, user role, and notification settings. You also have the option to email the user with their new login credentials.
Managing existing users
Users with Administrator access or above can edit, delete, and add new users. They can also change a user’s password and notification settings.
Assign users to a campaign
Assigning a user to a campaign allows them to view that campaign’s dashboard and manage its settings. To assign a user to a campaign, go to Live Campaigns and find the campaign you want to assign a user to. Then click on the menu on the top right corner of the campaign card and select Settings. Go to the User Access tab and click on either Add Existing User or Add New User.
User notifications
A user can manage his/her own notification settings by navigating to Account and editing their preferences under Email Notifications. Users with Administrator access or above can manage other users’ notification settings by navigating to Users on the left hand menu and clicking on the Edit icon for a specific user.
User permissions
A Network Owner can enable and disable permissions for users to access certain features. For example, you can grant an Administrator access to the Billing page or an Editor the ability to publish and delete landing pages.
To manage permissions for a user, go to Users on the left hand menu. Find the user you want to edit permissions for and click on “Edit.” Then go to the User Permissions section and enable/disable permissions.