Users

Create user accounts to let your clients send campaigns for themselves and utilize the resources you allocate them.

Menu Navigation: Users - Users

Prerequisites:

Before you can add a user account, make sure the following dependencies are fulfilled.

- User Role should have been created
- At least a package should have been created

Below is a snapshot of the "View Users" page.

Fields:

FieldDescription
NameName of the user/client
Email AddressThe email address of the user
PackagePackage assigned to the user account
StatusUser account status if it's active, suspended or closed
Added OnDate when this user account was created
Actions
  • Edit: Edit user account
  • Mark as Active: Set the user as active (In case if it's suspended)
  • Suspend User: Suspend the user account
  • Close Account: Close the user account. Closed accounts will not receive any notifications from the system
  • Delete: Delete the user account

 

Add a User

Click on the [+Add New] button to start adding a new user account.

Adding a user wizard consists of two simple steps. In the step as shown in the figure above, you set the authentication details of the user account.

Fields:

FieldDescription
NameName of the user/client
Email AddressThe email address of the user/client
PasswordThe password for the user that will be used to sign in
Confirm PasswordRewrite the password for confirmation

 

Step 2

Select the package to be assigned to this user