When creating an account user profile, you define which folders and parts of the account the user can access. While these profiles restrict user permissions, they also allow you to tailor access so that each user sees only the content relevant to their role and responsibilities.
Here is how to get started:
Start by clicking the Create new button in the Account user profile section of the Users tab.
Name your account user profile, and then select which folders and user right any user belonging to this account user profile should have.
Click the Save button when you are done.
Note! You can easily access and update any account user profile you have created. Simply click on the profile name to make changes as needed.
About Folders
Dedicate specific folders from the Content, Recipients, Reports, and Preview / Spam Report sections to the user profile. Create folders in your sections and place items you want to share with anyone belonging to this user profile inside the folders. Each folder will be visible in the Folders list.
Note! Items placed in the root folders of the sections will always be available for any user belonging to this user profile.
About rights for Account user profiles
Select which user rights, i.e. which parts of the account the users of this profile should be allowed to access. The users belonging to this account user profile will have the same user rights as the account administrator has for the sections selected.
Show Reports section - Allow the user to see the Reports section of the home environment.
Hide export options for reports - Hide all export options available in reports. This will disable the user’s ability to export the reports available in the Reports section of your account.
Show Recipients section - Allow the user to see the Recipients section of the home environment.
Hide Recipients Settings - Hide the Recipient Settings in the Recipients section.
Hide export options for mailing lists - Hide all the export options available for mailing lists in the Recipients section.
Show Newsletters and Content Settings - Allow the user to see the Newsletter tab and the Content Settings in the Content section of the home environment.
Show Opt-out all/All Addresses list - Show the Opt-out all and All address lists in the Recipient section of the Home environment. This requires that the “Show Recipients section” is enabled.
Show Send tab and Send Queue section - Show the Send tab and the Send Queue section in the main menu.
Show Surveys - Allow the user to see the Surveys tab in the Content section of the home environment. Additional requirement is that the survey add-on feature has been added to the account.
Show survey reports only - Show only the Reports tab in Surveys. This allows the users only to access the Reports tab of any survey.
Show Projects section - Show the Projects section of the home environment. This requires that a project add-on feature, such as for example Events or Triggers, has been added to the account
Show Pages - Allow the user to see the Pages tab in the Content section of the home environment.
Show Account information (Add-ons) - Show the Add-ons section in the Account information tab under the main Account tab. This user right requires the “Show Account (Account statistics & ROI settings)” user right to be enabled.
Show Notepad section - Show the Notepad section of the main menu.
Show Account information (QuickStat) - Show the QuickStat section in the Account information tab under the main Account tab. This user right requires the “Show Account (Account statistics & ROI settings)” user right to be enabled.
Show Preview / Spam report section - Depricated.
Show SMS - Show the SMS tab in the Content section of the home environment.
Show Help & Support - Show the link to Help & Support in the main navigation menu.
Show Account (Account statistics & ROI settings) - Show the Account statistics tab and the ROI settings tab under the main Account tab.
Show sub-account reports in Reports section - Show reports from sub-accounts in the Reports section of the home environment.
Show Light-account reports - Show the Light-account reports tab in the Reports section of the home environment.
Hide Content Settings - Hide the Content Settings in the Content section of the home environment.
Show Templates - Allow the user to view templates on the account.
Allow send-outs to mailing lists within Surveys - Allows the user to create send outs within the Survey module.
Allow send-outs to mailing lists within Triggers - Allow the user to create send outs within the Triggers module.
Allow send-outs to mailing lists within Events - Allow the user to create send outs within Event.
Show Preview - Allows the user access the Preview function within APSIS.
Show Ecom 2.0 - Gives the user access to the Ecom 2.0 module.