Restricting access to users

Seeing the 'Your team' option?

This means you're a top account owner and you don't belong to any other account. In this case, go to Managing your team to read about restricting access to users.


If you have users that you manage, then you'll probably want to restrict their access within your account. In the Users section, you can do this by setting and editing their permissions.

Restricting user access

To control which users have access to which functions, click on the person-and-cog icon in the bottom left corner of the screen and select Access from the settings menu that appears. 


The screen displayed will detail any users with access to the system.


Click the Edit pencil icon next to the user of choice to change that user's settings, or click on the New user button to add a new user.

The 'Manage user' screen is displayed for the selected user (or 'Add a user' when creating a new user). The lower part of this screen lists the permissions the user currently has access to, indicated by a tick in the checkboxes.

Tick or untick the checkboxes to allow or restrict access as deemed appropriate.

You can mouse over the tooltips for a summary of each permission. 


The permissions are:

  • All permissions - Ticking this will give a user every single permission available, as listed below (hence they'll all become ticked)
  • Can create contacts - Allows the user to create new contacts (including new SMS contacts in the SMS broadcast tool, which in turn allows use of the 'Send single message' functionality)
  • Can manage account - Allows the user to edit account settings and view and pay invoices, as well as being able to set up other users on the account
  • Can send without approval - Allows the user to send campaigns without needing approval (this requires the 'Sender' permission to also be enabled to work)
  • Can use Surveys and forms - Allows the user access to the surveys and forms tool (note that the 'Contact exporter' and 'Reporter' permissions need to be enabled for a user to view and export survey reporting)
  • Contact exporter - Allows the user to export contacts, as well as export campaign reports and surveys and forms responses (this requires the 'Contacts' permission to also be enabled to work)
  • Contacts - Allows the user access to the contact section and view emails across the site
  • Edit campaigns - Allows the user to edit campaigns
  • Programs - Allows the user access to the automated programs feature
  • Reporter - Allows the user to view reporting
  • Reporting drill down - Allows the user to drill down into the reports (this requires the 'Reporter' permission to also be enabled to work)
  • Sender - Allows the user to send campaigns, and their campaigns will go to the outbox to await approval from the primary account owner. To send without the need for approval, they'll also need the 'Can send without approval' permission enabled.
  • Template administrator - Allows the user to administer the template library (this requires the 'Edit campaigns' permission to also be enabled to work)

When ready, click on the Save button to update the user's permissions.

Disabling a managed user

If you want to disable a user entirely (which will prevent them logging into the account), then select the Disabled radio button and click Save. The account will be disabled.

To re-enable, simply select the Enabled radio button again and click Save.

You may also find the following article useful, as it focuses on a user's campaign sending permissions:

Have more questions? Submit a request


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    Do you have any other permission levels for users? For example I'd like to enable my colleagues to send campaigns to mailing lists under a particular size - and my team would like to send all email campaigns to larger groups. Is this possible or is this coming as a new feature?

    Thanks, Helen

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    I am facing a similar issue as well - I would like to give admin access to another team member so that they can manage the account's API users.  I would very much appreciate if you could let me know how I can go about this please?

    Thanks and Kind Regards,


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    Hi Michael,

    Only the main account login can create or edit managed users/API users. Your team member would need to be able to use this main account in order to manage the API users, as it stands.

    However, there is an open feature request for what you're asking to do here - Click on the 'Me too!' button to lend your support to it and get it higher on the list.

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    Neal - is there a link to this that works? It says I'm not authorised to view that page.

    Can we have a explanation of what the different permissions are and how they affect what a user can do?

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    Hi. If you can't access 'Users' then it may be because your account is a managed one itself. I'd recommend checking to see who the main account holder for your account is. If you are the main account holder, then you might want to contact to ask about why you're having difficulty accessing 'Users'.

    Please find that I've now added a list of permissions, outlining what they allow a managed user to do.

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    Hi Neal,

    I'm dealing with the same issue as Michael de Silva "I would like to give admin access to another team member so that they can manage the account's API users" however the link you provided for this feature requests doesn't work anymore.

    Is there still a feature request on this?


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    Hi Renée. You should be able to do this by ensuring the user has 'Can manage account' ticked and saved in their permissions. This will give them access to Access > API users when clicking on the person-and-cog icon in the bottom left of the app. Let me know if this isn't the case, however.

    Edited by Neal Goldsmith
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    Thanks for getting back to me Neal. I have, however ideally I would like to have a separate permission allowing users to "Manage accounts API users".

    Thanks, Renée