The Users and teams settings area allows you to manage your accounts, users and any shared templates you have set up.
In this area you can:
Access your additional accounts
Create new accounts
Allow access for users to accounts
Set and edit default user permissions
Delete account owners and users
Set up shared email campaign templates across accounts
Before you start
Things you need to know:
The Users and teams area is only available in top-level (parent) accounts.
Secondary-level (child) accounts see the Manage users area which allows access to that account’s user profiles only.
Team management terminology
Terminology related to team management:
A team is a group of different accounts under one invoice. For example, it might be several accounts for various departments within a company, a group of sister companies, or a company with several different brands – anything that requires different contacts, campaigns, and reporting. There are some things that you can share across accounts and, therefore, across a team.
An account owner is the primary admin who runs an account under which they can manage numerous users and their permissions. An account can only have one owner.
A user has access to one or more accounts. Each account can have many users. An account owner cannot be a user of another account.
Account owners can access child accounts underneath their own account in the Users and teams area.
Share features across different accounts
You can only share some features across your accounts.
Can be shared
Can be shared
Campaigns (all channels)
Users and teams
To manage your team:
Expand the User menu and select Settings.
Go to Users and teams.
To access and edit users in a secondary-level (child) account, go to User menu > Settings > Manage users. It's not possible to manage accounts or shared templates from inside a child account.
There are three areas you can use to manage your team:
Manage your users
The Users area lists all of your team's users, including owners.
Manage your accounts
The Accounts area lists all of your team's accounts.
From here you can:
Create a new account
Select NEW ACCOUNT to create an entirely separate workspace, in which contacts, campaigns and reports can all be different, whilst email campaign templates and suppressions can be shared.
A window opens displaying the additional cost per month for the new account. Enter an email address to be owner of the new account and select ADD ACCOUNT.
Once set up, we send the new account owner a verification email to confirm their email address. The email address must be verified before the account setup is complete. This verification email expires after three days.
Log into another account in your team
Select the login icon next to the account owner. The login icon won't be available against your own account, or against disabled accounts.
Access an account's users
If an account has users, the number is shown in the Users column. You can select the number to view and edit the users of the account.
Change account ownership
You can make a new, existing user the account owner for one of your accounts.
Manage your templates
The Templates area is where you can select email campaign templates to share across your team's accounts. Any already shared templates also display here.
You can't share templates from a child account up to a parent account, only from a parent account down to your child accounts.
From here you can:
Share a template
Select SHARE NEW. This displays any templates eligible to be shared. You can hover over a template to preview or share it.
Unshare a template
Hover over a template and select UNSHARE.
Preview a shared template
Hover over it and select the Preview icon.
The first time you share a template, this creates a new Shared templates folder in each of your accounts. To access these shared templates:
Go to Content > Templates > Custom email templates.
Select the Shared templates folder.
All shared templates are stored here. Any changes you make to a shared template in the parent account updates the template for all users in all accounts.
Other users are able to create campaigns from shared templates, but not edit or rename the templates.