Step 1.
Click Account Information from the main menu.
Step 2.
Click Manage Logins
Step 3.
Click the New Sub Account button
Step 4.
Enter the user’s full name, email address, username and password, and make sure to switch the status to Active.
Step 5.
Select the restrictions for this user and click the Add Sub Account button.
EXPLANATION OF ACCOUNT RESTRICTIONS:
CONTACTS | |
Access Contacts Menus | Gives user access to the top menu and home page Contacts section. |
View Contacts | Gives user the ability to view contacts in the account |
Add Contact | Gives user the ability to manually add a contact |
Edit Contact Details | Gives user the ability to edit client details |
Opt Out Contact | Gives user the ability to manually opt out a contact |
Delete Contacts | Gives user the ability to delete contacts |
Import Contacts | Gives user the ability to import a contacts file |
Create and Manage Target Lists | Gives user the ability to create, edit, and view target lists |
Delete Target list | Gives user the ability to delete a target list |
Modify Database Settings | Gives user the ability to modify database settings |
Modify View Options | Gives user the ability to modify view options in the platform |
Create and Manage Web Forms | Gives user the ability to access the web form wizard |
Create and Manage Birthday Clubs | Gives user the ability to access the Birthday Club |
MESSAGING | |
Mobile Messaging Menus | Gives user access to the top menu and home page Mobile section. |
Create a Mobile Campaign | Gives user the ability to create a mobile campaign and keyword |
Edit a Mobile Campaign | Gives user the ability to edit an existing mobile campaign. |
Delete a Mobile Campaign | Gives user the ability to delete a mobile campaign |
Manage QR Codes | Gives user the ability to access QR codes for mobile campaigns and webpages |
Send Message Broadcast | Gives user the ability to send a text message blast |
Send to All Contacts | Gives user the ability to send a text message to all contacts |
Send to Keyword Optins | Gives user the ability to send a text message to keyword optin contacts |
Send to Imported File | Gives user the ability to send a text message to an imported file |
Send to Target List | Gives user the ability to send a text message to a target list |
Send One Time Message | Gives user the ability to send a one time message |
Send MMS Messages | Gives user the ability to send MMS message |
View Message Inbox | Gives user the ability to view the Message Inbox 2.0 |
Access Gateway API | Gives user access to the Gateway API |
View Broadcast Schedule | Gives user the ability to view the Blast Schedule |
| View recipients on Scheduled Broadcasts | Gives user the ability to view message recipients on Blast Schedule |
| Manage Mobile Settings | Gives user access to manage default mobile settings |
Customize STOP/HELP Contact Info | Gives user the ability to customize stop/help contact information |
Add Incoming Message Notifications | Gives user the ability to setup email and sms notifications on inbound messages |
Create and Manage Trigger Messages | Gives user the ability to access trigger messages |
Access Text Reminder System | Gives user access to the Text Reminder System |
View Advanced Message Options | Gives user the ability to access Advanced Message Options |
| Send Emojis on SMS Messages | Gives user the ability to send Emojis in SMS messages |
Create and Manage Message Templates | Gives user the ability to edit Message Templates |
MOBILE TOOLS | |
Access to Mobile Tools | Gives user access to the top menu and home page Mobile section. |
Create Mobile Web pages | Gives user the ability to create and edit mobile webpages |
Upload & Edit MMS Content | Gives user the ability to upload mobile content for MMS delivery |
Delete Mobile Content | Gives user the ability to delete mobile content for MMS delivery |
Create and Manage Mobile Coupons | Gives user the ability to create and manage mobile coupons |
Access Coupon Redemption Widget | Gives user access to the coupon redemption app |
Access to Text to Screen Widget | Gives user access to the Text to Screen wizard. |
Access Loyalty Kiosk Wizard | Gives user access to the Loyalty Kiosk Wizard |
Create Short URLs | Gives user access to the URL Shortener |
Access PayPal Campaigns | Gives user access to PayPal Campaigns |
Access vCard Wizard | Gives user access to the vCard Wizard |
Access Anniversary Clubs | Gives user access to Anniversary Clubs |
Random Winner Selector | Gives user access to the Random Winner Selector |
REPORTS | |
Reports Menus | Gives user access to the top menu and home page Reports section. |
Allow data export | Gives user the ability to export received/sent logs |
View Message Totals | Gives user access to message totals report |
| View carrier totals report | Gives user access to Carrier Tariffs Report |
View Mobile Summary | Gives user access to mobile summary report |
View Message Reply Summary | Gives user access to message reply summary |
View Messaging Logs | Gives user access to messaging logs |
Keyword Summary Report | Gives user access to keyword summary report |
View Kiosk Summary Report | Gives user access to loyalty kiosk summary report |
View Kiosk Checkin Report | Gives user access to kiosk check-in totals report |
View kiosk submissions log | Gives user access to Kiosk Submissions Log |
View Coupon Summary Report | Gives user access to Coupon Summary Report |
View coupon redemptions log | Gives user access to Coupon Redemption Log |
View Deactivations & Failures | Gives user access to Deactivation report |
Redemption Link tracking by message sent | Gives user access to Coupon Redemption Log |
View user billing history | Gives user access to User Billing History |
View redeem referrals report | Gives user access to Redeem Referrals report |
| View MMS Inbox | Gives user access to MMS Inbox |
ACCOUNT ADMIN HELP & SUPPORT | |
Help/Support Menus | Gives user access to the top menu and home page Help & Support section. |
Submit a Support Request | Gives user the ability to submit a support request |
Knowledge Base & Tutorials | Gives user access to the Knowledge Base & Tutorials |
Best Practices & Reference Materials | Gives user access to the Best Practices and reference materials |
Manage Account Info & Restrictions | Gives user the ability to manage account information and restrictions |
Ability to Register Users | Gives user the ability to register new users |
View System Updates | Gives user access to System Updates |
Access to Client Admin | Gives user access to the Client Admin |
Edit Client Details | Gives user access to edit client details |
Ability to Change Password | Gives user the ability to change their password |
Ability to Change or Upgrade Plan | Gives user the ability to change or upgrade their messaging plan (if applicable) |
Ability to View and Edit Reseller Admin | Gives user the ability to view and edit reseller admin area |
Access to PDF Tutorials in Knowledge Base | Gives user access to PDF Tutorials in the Knowledge Base |
Access Billing Preferences | Gives user access to account billing preferences |
Access Registration Settings | Gives user access to account registration settings |
View Dashboard Stats | Gives user ability to view Dashboard Stats |
| Manage sub accounts | Gives user access to Manage Logins |
ADDITIONAL ACCOUNT RESTRICTIONS
Below the User Permissions Table, you will find additional account restrictions you can place on a sub-user that limit their access to specific Keywords, Target Lists, Target List Groups, Kiosks, and Kiosk Groups.
Use the dropdown menus to select a Keyword, Target List, Target List Group, Kiosk, and Kiosk Group you want the user to have access to, then click the Add Target List button to update.
