Use the dropdown menu above the Manage > Users table to filter between all users in your account, all users you own, and all of your independent user’s subusers. You may want to know how many users you have enrolled at a given time, or be able to see how many subusers your independent users have […]
Category: Manage Users
How to add a user
For more information, see How do I create a separate, limited-access login for a client or employee?
I / my sub-user can’t sign up because the invitation “token is invalid.”
Only the newest invitation link will be valid at any given time Tokens expire after two weeks Re-send the user’s invitation to send them a fresh, valid token If the sub-user is receiving the ‘invalid token’ message when setting up their account, first check that you have not sent them multiple invitations. Only the most […]
I’m a sub-user and I can’t set up my account.
Troubleshoot setting up your user login When your account administrator sends you an email invitation to set up a login, the email contains a unique link. When you click it, you will be prompted to create a password. No pre-determined password is required – this is a password of your choosing (make sure you make a […]
I’m a client user and I’ve lost my password.
Reset your password Please request a password reset from your account administrator. They will be able to send you an email with a link to reset your password.
How do I re-send an account setup invitation to a user?
If you are a sub-user and are unable to set up your account, please contact your account administrator. They will be able to send you a new invitation with a new link. Send an email reminder to a user who has not yet set up their login. Currently, a user’s invitation token will no longer […]
How do I reset a user’s password?
If you are a sub-user and have forgotten your password, please contact your account administrator – they will be able to send you a password reset email. Restore a user’s access to their login by resetting their password To reset a user’s password, navigate to Manage > User Accounts. In the user list, find the […]
How do I know when a new user has set up their account?
Identify when a new user has logged into their portal for the first time When a user you’ve created has logged in for the first time, you will be able to see it reflected in your user list. Navigate to Manage > User Accounts. In your User List, look at the Last Login column. This field […]
How do I change a user’s level of access?
Note: you do not need to create separate user accounts if you only want to allow clients to upload recipients into their email drip campaigns. We provide a password-protected, dedicated invite form that allows a business to upload recipients to drip campaigns with no dashboard access required. We generally do not recommend providing user accounts to clients […]
What are the different levels of access I can grant users?
Note: you do not need to create separate user accounts if you only want to allow clients to upload recipients into their email drip campaigns. We provide a password-protected, dedicated invite form that allows a business to upload recipients to drip campaigns with no dashboard access required. We generally do not recommend providing user accounts to clients […]