Sharing an account with other users enables you to collaborate with several people in the same workspace and to share your resources (campaigns, lists, templates, forms, landing pages, etc.) with whomever you wish. You can also set a sending limit for certain users as well as permissions for each of them.
You must be an administrator or the owner of the account in order to add new users and manage existing users.
Go to the User Management menu in your account settings.
In the Users tab of this menu, you can invite one or more user(s) to share access to your account by clicking the “Invite” button.
You can invite as many users as you wish to your account. However, note that for an invited user to have access to the Sarbacane Suite applications, you must have a licence for the application(s) you wish them to be able to use. If you do not have a licence available, it will be necessary to purchase an additional licence for the relevant application(s) so that you can assign it to your new invited user.
Inviting a new user is done in 3 steps:
“Group” tab: this first tab allows you to define to which group the user must be assigned.
“Profile” tab: this second tab allows you to enter the user’s personal information (last name, first name, email address) and to assign them the role you wish (account administrator or standard user).
“Licences” tab: this last tab allows you to assign one or more licences to the user. If you do not assign any licence, the invited user will only be able to log in to your account but will not have access to any application.
Click on “Send invitation”. A new user record is then created with a Pending status until the user validates the invitation.
When the invitation shows the “Pending” status, the owner or administrators can:
Resend a new invitation if the new user has not received the first one, or to remind them if they have not validated the invitation.
Delete the current invitation if you no longer wish this user to access your working environment.
The invited user receives an invitation email. They must click on Accept invitation to definitively validate their invitation.
At the first login, they will be asked to create their password.
They can then log in with their email address and this password and access the shared account without having to create an account.
The owner and the administrators of the account retain the ability to remove a user, regardless of their role (administrator or regular user).
Once a new user has been added, the owner and the administrators can modify their role, but also assign or unassign product licences and grant them permissions.
