As an admin you're able to create new users, as well as edit each user's account information, such as their email address, time zone and signature.
Creating New Users
Click on "Users" from the left side navigation and select "Manage Users".
Click the "Create New User" button
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Assign a specific Role:
Organization Admin: This role gives you the ability to view/create/edit/delete all contacts, campaigns, statistics. NOTE: Admins can see all contacts and campaigns for all users.
Manager: Can only view campaign statistics and add contacts
Sales Rep: Can send campaigns, add contacts, and view their own statistics. Sales Reps can NOT create their own campaigns or edit other users' campaigns.
Extended Rep: Has all the permissions of a Sales Rep, PLUS can create campaigns. Extended Reps can NOT edit campaigns created by other users.
In the Emails Allowed Per Month section, specify the maximum number of emails this user can send. This counts toward the total emails allowed for your company as outlined in your agreement.
In the Max Contacts Allowed section, specify the maximum number of contacts this user can add to the database. This counts toward the total contacts allowed for your company as outlined in your agreement.
Click "Create" button and the user will be emailed login instructions shortly. If the user does not receive the login details please double check the email address associated with the user account.
GRANT ACCESS TO CAMPAIGNS:
Once a user is added, you may also want to give them access to existing campaigns in the system. Here's how:
1. Go to the Campaigns tab
2. Click the checkbox next to each campaign you'd like the new user to access
3. Click the Grant Access To Users button
4. Select one or more users to grant the selected campaigns to and then click Save