Account Access

Use the Access option on the Settings menu to add users, and set permissions. Initially, the person who sets up the account is assigned as the “account holder” with responsibility to manage the account.

In addition to general account access, the account holder and any other user with appropriate permissions can set up access for API and transactional email users.

Access

Add a New Account User

1. Click the Settings ( ) icon at the bottom of the sidebar.

   The Access tab is selected by default.

2. Click New User. Then, do the following:

   • Enter the Email address of the user.

   • Under Permission, select the checkbox of each activity or type of information that the user has permission to access.

3. When complete, click Save.

   Add a User

   An invitation to join the account is sent to the email address of the new user. To activate the account, the new user must click the activation link, and provide their contact and login information.

   When the account is verified, the new user is added to the Access list and logged in to the account. A chat session opens to help the new user set goals and learn their way around.

   New User in Access List

Update User Information

1. Find the user in the Access list. Then in the Edit column, click Edit ().

2. On the Manage Users page, update the User Details and Permission settings as needed.

3. When complete, click Save.

   Manage Users

Change Account Permissions

1. Click the Settings icon at the bottom of the sidebar and choose Account.

2. Under Permissions, verify the following:

   • Select the All permissions checkbox.
   • Select the checkbox of each permission to be granted the user.

3. Review and update account details as needed.

4. When complete, click Save.

Transfer Account Ownership

When ownership is transferred, you lose access to key administration areas of the account. The only way to reverse the change is for the new account owner to transfer the account back to you.

1. Find the user in the Access list and select the checkbox in the first column.

2. Set More actions to Make account holder.

   Transfer Account Ownership

   Enter your password and click Transfer ownership now.

Account Permissions