Restricting access to users

Seeing the 'Your team' option?

This means you're a top account owner and you don't belong to any other account. In this case, go to Managing your team to read about restricting access to users.

Summary

If you have users that you manage, it will most likely be the case that you'll want to restrict their access within your account. In the Users section, you can do this by setting and editing their permissions.

Restricting user access

To control which users have access to which functions, mouse over the person-and-cog icon in the bottom left corner of the screen and select Access from the settings menu that appears. 

select_access_el.png

The screen displayed will detail any users with access to the system.

Click the Edit pencil icon next to the managed user of choice to change that user's settings or click on the New user button to add a new user.

The 'Manage users' screen is displayed for the selected user, or 'Add a user' when creating a new user. The lower part of this screen lists the permissions the user currently has access to, indicated by a tick in the checkboxes.

Tick or untick the checkboxes to allow or restrict access as deemed appropriate.

You can mouse over the tooltips for a summary of each permission. 

The permissions are:

  • All permissions - Ticking this will give a user every single permission available, as listed below (hence they will all become ticked).
  • Can manage account - Allows the user to edit account settings and see invoices.
  • Can send without approval - Allows the user to send campaigns without needing approval (this requires the 'Sender' permission to also be enabled to work).
  • Contact exporter - Allows the user to export contacts (this requires the 'Contacts' permission to also be enabled to work).
  • Contacts - Allows the user access to the contact section and view emails across the site.
  • Edit campaigns - Allows the user to edit campaigns.
  • Programs - Allows the user access to the automated programs feature.
  • Reporter - Allows the user to view reporting.
  • Reporting drill down - sub accounts - Allows the user to drill down into the reports (this requires the 'Reporter' permission to also be enabled to work).
  • Sender - Allows the user to send campaigns.
  • Template administrator - Allows the user to administer the template library (this requires the 'Edit campaigns' permission to also be enabled to work).

When ready, click on the Save button to update the user's permissions.

Disabling a managed user

If you want to disable a user entirely (which will prevent them logging into the account), then select the Disabled radio button and click Save. The account will be disabled.

To re-enable, simply select the Enabled radio button again and click Save.

You may also find the following article useful, as it focuses on a user's campaign sending permissions:

Have more questions? Submit a request

Comments

  • Avatar

    Do you have any other permission levels for users? For example I'd like to enable my colleagues to send campaigns to mailing lists under a particular size - and my team would like to send all email campaigns to larger groups. Is this possible or is this coming as a new feature?

    Thanks, Helen

  • Avatar

    I am facing a similar issue as well - I would like to give admin access to another team member so that they can manage the account's API users.  I would very much appreciate if you could let me know how I can go about this please?

    Thanks and Kind Regards,

    Michael.

  • Avatar

    Hi Michael,

    Only the main account login can create or edit managed users/API users. Your team member would need to be able to use this main account in order to manage the API users, as it stands.

    However, there is an open feature request for what you're asking to do here -  https://support.dotmailer.com/entries/28004578-Allow-Multiple-Admin-Rights. Click on the 'Me too!' button to lend your support to it and get it higher on the list.

  • Avatar

    Neal - is there a link to this that works? It says I'm not authorised to view that page.

    Can we have a explanation of what the different permissions are and how they affect what a user can do?

  • Avatar

    Hi. If you can't access 'Users' then it may be because your account is a managed one itself. I'd recommend checking to see who the main account holder for your account is. If you are the main account holder, then you might want to contact support@dotmailer.com to ask about why you're having difficulty accessing 'Users'.

    Please find that I've now added a list of permissions, outlining what they allow a managed user to do.

Powered by Zendesk