To access the management of your users and user groups, log in to your Sarbacane account, then click on your avatar at the top right.
You will then be redirected to your account settings.
Click on the “User management” section to access the management dashboard for users and user groups.
Warning: this section is only accessible to administrators and the account owner. If you do not see this section, it means that you have the “User” role and that you do not have the rights to manage account access and user permissions.
The dashboard is made up of two tabs:
A “Users” tab
A “Groups” tab
A sentence summarizes for you the number of users who have access to your account and the number of pending invitations.
A search field allowing you to filter the list of users by name
In the central part of the user management dashboard, you will find on the right a button allowing you to invite new users to join your account.
To invite a new user:
Click on the “Invite” button from the user management dashboard.
Create or select the group to which you want the new user to be assigned.
At the next step, select the role that you wish to assign to the new user and enter the information required to create their profile.
The final step will allow you to assign one or more licences to the invited user and thus define which applications the user must / may have access to.
Then click on “Send invitation”.
The invitation will then remain pending until the invited user has accepted the invitation. If the invitation remains pending for too long, you can send the invitation again from the action menu of the invited user’s card.
In the central part, you will see the list of all users linked to your account. Each user is represented by a dedicated card.
A sentence summarizes for you the number of groups to which you have access. If you are the owner or administrator of the account, you will necessarily have access to all the groups in your account.
Note that, when you log in for the first time, a default group contains all of your users. You are free to create new ones to distribute users into different groups according to your needs by clicking the “Create a group” button.
Administrators as well as the account owner cannot be assigned to a group and can access all the resources (campaigns, lists, forms, etc.) of the account. Only users can be distributed into groups.
A user can belong to only one group. By default, they share their resources with all the users in their group, as well as with the administrator(s) and the account owner.
In the central section, you will see the list of all the groups linked to your account. Each group is represented by a dedicated card. A contextual menu located on each group allows you to:
Manage group settings via the “Manage” button:
“Users” tab: this tab allows you to add a new user, to transfer members from one group to another, and to manage the rights of each user.
“Usage” tab: this tab allows you to set a sending limit for emails and/or SMS for a group of users.
Edit button to the right of the group name: this button allows you to rename the group.
Delete a group via the delete button: this button allows you to delete the group and to transfer the data and members belonging to this group to another group.
When a group is deleted, the accounts of the users in the group are not deleted. Users who are members of the group must first be transferred to a new group. Users who are transferred to a new group will have access to the resources shared with that group (campaigns, email templates, contact lists, forms, pages, blacklists). They will retain the rights previously granted to them by the administrator (sharing, sending campaigns, exporting contacts). Deleting a group is only possible if it is not the last existing group.
You now have all the elements you need to manage the users of your account and their rights.
