Firstly, you need to have admin rights on your account in order to create/edit users.

Create a new user

To create a new user navigate to ‘users’ in the top navigation.

Then select ‘add new user’ from the top right of your screen.

Enter in the new users details and hit ‘add user’.

Note: by ticking ‘user is administrator’ means they can access and edit all projects.

Delete a user

To delete a user navigate to ‘users’ in the top navigation.

From the user list you beside the user that you wish to delete select ‘actions’ then ‘delete’.

Resend an invite email

To resend an invite email to a user in your organisation navigate to ‘users’ in the top navigation.

From the user list beside the user that you wish to delete select ‘actions’ then ‘resend invitation’.

Setting user permissions

For users who do not have admin rights, you will need to set up on project level, or mailing level, or version level, which users you would like to grant access to edit.

Navigate to the projects list and select ‘actions’ then ‘settings’.

Then under editors you can add an editor to your project, mailing, or version by selecting the non-admin users from the dropdown and hit ‘make user an editor’.

You can also remove an editor by selecting ‘remove an editor’.

This is the same process for mailings and versions.

You can also add editors or manage users under ‘Project Editors’ when you have the project or mailing open.


Learn more about setting up test addresses


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