Knowledge Base: How do I set User Permissions

Account owners can add multiple users to the account with various permission levels for each list. The following permission levels are possible.

Account Owner: The account owner has access to all lists, templates, account details, and can manage users in the account.

Administrator: An administrator has the same access rights as the owner, without the ability to cancel the account.

Create & Send Campaigns: This option can be set for each list. It allows the user to create a campaign and send it to the list. Access to templates, subscribers, and reports are denied.

Manage Subscribers: This option can be set for each list. It allows the user to view and manage subscribers in full. If this is the only option selected, access to Create Campaigns and Reports is denied.

View Reports: Like the others, this option can be set for each list. If this is the only option set, the user can only view reports in the list and will not have access to Manage Subscribers or Create Campaigns.

To add a new user, go to the Account tab. Under User Management you can add a new user or edit existing user profiles.

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For each user, various access options can be set according to each list the account. This offers full flexibility to protect your sensitive subscriber data or create roles for particular people in your organization. For instance, you may want your marketing director to manage subscribers, but your HTML design to create and send campaigns.

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Other rules to consider

  • Templates are only accessible to owners and administrators.

  • If a user does not have access to a page, he/she will see a permission denied message.

  • The account owner creates the username and password, which can only be changed by the account owner at this time.