The platform has different types of users.
This solution only describes the different types and provides links to in-depth solutions that show step by step guides to creating a user.
The standard account on the platform is a Manager account
Managers can
- Create campaigns
- Configure campaigns
- Send campaigns
- Manually via portal
- API
- Email Bridge
- SFTP
- Enable access to CSRs and Analysts
- Upload contacts
- Export data
CSR account
CSRs can send campaigns shared by a Manager via agent sender and deal with tickets in Action Manager.
See Creating a CSR (Customer Service Representative) Account
Analyst Account
An Analyst account can view campaigns shared with them by a Manager account in the Insight Manager, create Insights Reports, contacts, user action manager and export data
Permissions for action manager functions can also be enabled and disabled.
Enterprise customers can have a Platform account.
Platform accounts have the ability to create and manage multiple Managers.
Shadow Account
This is a special type of account.
A 'shadow' account is an alternative login to your account but with access controls.
It is created under your profile, not the user manager.
You set the username and permissions.