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Everything You Need to Know About Multi-user Accounts

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Marketing Automation Software: SimplyCast 360

2 min read

What are Multi-user accounts?

Multi-user accounts are unique logins for people that you want to access your main account with limited permissions. A multi-user account can only be created through the primary account (the one you signed up within the first place).

Are multi-user accounts separate from the primary account?

Not exactly, but multi-user accounts are directly associated with the parent account and they have their own login information. Anything created through a multi-user account is visible in the parent account, and potentially visible by a multi-user account depending on the permissions you set.

Why would I want to use it?

Let's say you have people working for you, but you don't want to give them permission to be able to do everything in your account. You could create a login and password for that person and set the permissions that dictate what they can and cannot do in your account.

What applications can they access?

Right now the following applications can be used by multi-user accounts: Email, Fax, and List Management. There are more apps on the way!

How do I set up a Multi-user account?

To set up a multi-user account, perform the following steps:

  1. Look for your client number in the top right side of the page after you log in.

  2. Click on the small gear icon to the right of your client number to view the account menu. Select Account Information.

  3. Now that you are on the account information page, Click on the Multi-User tab on the left side.

  4. You'll now be able to enter the name of the multi-user account, enter their email address, and set permissions.

    Note: The email address associated with the multi-user account is used as their login.
  5. Look for the section labeled Permissions. You can set up permissions on the following apps:

    1. Email

    2. Fax

    3. List Management

    Go through each application and allow or deny any permissions that you see fit. Read them carefully to ensure that your sub login can only perform the actions that you want them to be able to do.

    Note: As mentioned earlier, multi-user accounts only have access to the Email, Fax, and List Management apps at this time. We are working to allow multi-user account access to our other applications as well.

  6. When you are finished, click on the Update Account button to save the multi-user account.

Once you've set up your multi-user account, they can be edited or deleted at any time from the Multi-User page. Anything that a multi-user account sets up will be visible within the parent account.

 

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