To add a customer service representative (CSR) click User Management from the left hand side menu. Under User Management click 'Add a new User'  ...

Under User Management click Add a new user Under roles select analyst. An Analyst has access to the dashboard, Insights manager, Contacts and Export manag...

With the secure email bridge access enabled people who are listed in the 'Email Bridge access' Security list can send campaigns via the email bridge...

Set the Role Pick a role for the new user Manager: A 'manager' owns and creates campaigns. A 'manager' may also create sub-users that hav...

A 'Shadow User' account is an alternative login to the main account, with the option to set different levels of user access to the main account.  ...

When you create a sub account (CSR, Analyst, User) you can apply the IP Fence set in your account to the sub-account.   The IP Fence Setting has two pan...

When a user has been created the platform will send out a welcome email to the new user. The email will contain: The username The temporary password ...