Account administrators can create user groups in order to more easily control the sharing of their resources (campaigns, lists, templates, forms, etc.).
To do so, go to the User Management menu in your account settings, then to the Groups tab.
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 on the “Create a group” button.
Note that administrators as well as the account owner cannot be assigned to a group and can access all resources (campaigns, lists, forms, etc.) of the account. Only users can be distributed into groups.
A user can only be part of a single group. By default, they share their resources with all users in their group, as well as with the administrator(s) and the account owner.
A contextual menu located on each group allows you to:
Manage group settings via the “Manage” button:
“Users” tab: this tab makes it possible 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 makes it possible to set a sending limit for emails and/or SMS messages for a group of users.
Edit button to the right of the group name: this button makes it possible to rename the group
Delete a group via the delete button: this button makes it possible 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. The 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 this group (campaigns, email templates, contact lists, forms, pages, blacklists). They will retain the rights previously granted to them by the administrator (sharing, campaign sending, contact export). A group can only be deleted if it is not the last existing group.