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:
Team
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.
Account owner
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.
Managed user
A user has access to one or more accounts. Each account can have many users. An account owner cannot be a managed user of another account.
Account owners can access child accounts underneath their own account in the Users and teams area. Managed users in a parent account can also log in to any account they have been granted access to in this area.
Shared features across different accounts
You can only share some features across your accounts.
Feature | Separate/shared |
Templates | Can be shared |
Suppressions | Can be shared |
Email campaigns | Can be shared |
Surveys, pages, and forms | Can be shared |
Programs | Can be shared |
Segments | Can be shared |
Custom EasyEditor blocks | Can be shared |
From addresses | Can sometimes be shared, but only by request to the Support team. |
SMS/MMS campaigns | Separate |
Contacts | Separate |
Images | Separate |
Reports | Separate |
Users and teams
To manage your team in a top-level (parent) account:
Expand the User menu and select Settings.
Go to Users and teams.
Child accounts
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:
Users
Accounts
Templates
Manage your users
The Users area lists all of your team's users, including account owners.
You can:
Manage your accounts
The Accounts area lists all of your team's accounts.
Create a new account
This is an entirely separate workspace, in which contacts, campaigns and reports can all be different, whilst email campaign templates and suppressions can be shared.
To add a new account:
Select NEW ACCOUNT.
A window opens displaying the additional cost per month for the new account. Enter an email address to be owner of the new account.
Optionally, select the Skip account invitation email checkbox to proceed with creating a new account without having to wait for the account owner to confirm by email. The account owner must reset their password the first time they access the new account.
If you choose to send the invitation email, 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.
Select ADD NEW ACCOUNT.
Log into another account in your team
If you are the parent account owner, or a managed user in the parent account with access to other accounts in your team, you can select the login icon for the account you want to access.
The login icon isn't available against the account you are currently logged in to, against disabled accounts, or against accounts to which you haven’t been granted access as a user.
Access an account's users
The number of users in an account 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.
Learn more in Change the account owner email address.
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, or from one child account to another child account. Templates can only be shared 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 (eye) 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.