Add new or existing users to your Dotdigital account and control what they can access. The steps depend on the type of account you’re working in.
Before you start
Things you need to know:
There's no limit to the number of users you can add to your account.
To add a user, you must be an account owner, or a user with the Can manage account permission.
Learn more in Manage user access and permissions.
Add a new user
How you add a user depends on the type of account you’re working in.
Users added in a secondary‑level (child) account can only access that account.
To give a user access to multiple accounts, you must create them in the top‑level (parent) account.
Choose the section below based on your account type:
In a top level account
Expand the User menu and go to Settings > Users and teams > Users.
Select NEW USER.
Under User details, enter the email address for the new user.
Under the heading Settings, select the Accounts tab.
Find the accounts you want the new user to access and for Allow access, select YES.
You can't save a new user without assigning them to at least one account.
If you have Single sign-on enabled for any of the accounts you have granted access to, set Log in with SSO to YES to require this user to access the account through Single sign-on. To allow the user to log in with username and password only, select NO.
Learn more in Manage users with Single sign-on.
Select the Default permissions tab. To give the new user additional access permissions, select YES for any permission you want to grant, or select ALLOW ALL to grant all possible permissions.
Select SAVE.
Learn more in Understanding user permissions.
In a secondary level account
Expand the User menu and go to Settings > Managed users.
Select ADD NEW MANAGED USER.
Under User details, enter the email address for the new user.
Under User’s default permissions select YES for any permission you want to grant, or select ALLOW ALL to grant all possible permissions.
Select SAVE.
User invitation
Once a new user has been set up, we send them an invitation email to confirm their email address and create their password. The link in this email expires after three days.
The new user does not appear in the list of account users until they have completed this process.
Add existing users to an account
You can add multiple existing users to an account at the same time.
To do this, you must be logged in to the top‑level (parent) account as the account owner or a managed user with the Can manage account permission.
To add existing users to an account:
Expand the User menu and go to Settings > Users and teams > Accounts.
For the account you want to add users to, select the number in the Users column.
Expand the ADD USERS drop-down menu and select Add existing user.
Select CHOOSE EXISTING USERS.
Select the user(s) you want to add to the account, then select ADD.
Select APPLY.
The users you have added are sent an email to notify them that they have been granted access to the account.