Can I create additional accounts in my Enterprise account?

It’s possible to set up additional accounts to your owner account and have full control of all access specifications. As the account owner you can:

  • create a new account for your company branches, brands, etc. When creating a new account, you’ll also assign an admin to that account. They’ll be able to manage the users and roles as well.
  • assign a default role, or create a custom one. A role is a set of permissions defined by the account owner or the admin that give users access to specific account features.
  • add users – individuals with access to specific accounts and features by the account owner or the admin.

How to add a new account?

1. In the Profile menu, select Accounts and users.
2. In the Accounts section, click the Add new account link.
3. Enter the information required to set up the account:

  • Account name: it appears on the Manage accounts page
  • Admin information: the name and email of the person in charge of the account
  • Password (the admin will receive a confirmation email asking them to register and set up their own password)
  • Address information
  • Time zone and time format for the account
  • (optional) you can define the message sending limit for this specific account
  • (optional) you can set specific IP addresses to have access to this account
    4. Click Add account to finish setup and return to the Manage accounts page.

Repeat the steps for any additional accounts you need.

How to add a user?

How you add users depends on whether you are the main account owner or an admin.

If you’re the account owner

1. In the Profile menu, select Accounts and users.
2. In the Users section, click the Add user link.
3. On the Add user page, add the required information:

  • enter the name, email address, and phone number of the individual you’re giving access to the account.
  • select the specific account or accounts they should have access to
  • select the role you want to assign to them (roles are account-specific, meaning only the roles created for a given account will appear in the dropdown list). Note: Depending on the role you select and the type of permissions defined for it, you might need to specify which lists or CRM pipelines they can access. To learn more about types of access, go to What roles can I assign to users.
    4. Click Add user.

If you’re an admin

1. In the Profile menu, select Team.
2. On the Team page, click the Add users link.
3. On the Add user page, add the required information:

  • enter the name, email address, and phone number of the individual you’re giving access to the account.
  • select the role you want to assign to them.
    4. Click Add.

How to create a custom role?

If you don’t want to use any of the predefined roles, you can create a custom role for your users. You do this by answering a series of questions designed to define which parts of the account users can see and what privileges they have (no access, partial access, full access).

Note: If you give users access to marketing automation but have restricted their access to other account features, they’ll still be able to use them in workflows. Access to marketing automation also means that they’ll have access to all your lists. They’ll be able to create and send newsletters, too.

How you create a custom role depends on whether you are the main account owner or an admin:

If you’re the account owner

1. In the Profile menu, select Accounts and users.
2. In the Accounts section, click the Add or edit custom roles link.
3. On the Add role page, enter the name. Then, select accesses for the role by answering the questions about the type of permissions users receive. If you give users partial access to lists and CRM pipelines, you’ll be prompted to specify which ones when you’re assigning this role to users.
4. Click Add.

If you’re an admin

1. In the Profile menu, select Team.
2. In the Team section, click the Manage roles button.
3. On the Manage roles page, click the Add role button.
4. On the Add role page, enter the name. Then, select accesses for the role by answering the questions about the type of permissions users receive. If you give users partial access to lists and CRM pipelines, you’ll be prompted to specify which ones when you’re assigning this role to users.
5. Click Add.

To view and edit roles, go to the Manage roles page. After you’ve created the role, you can add a user and assign it to them. Remember that you can assign only one role per user.

Can I change which accounts users have access to?

You can update which accounts users can work in. An account owner can allow or revoke users’ access to accounts. An admin can only restrict access to a given account.

If you’re the account owner

To do allow access to additional accounts,
1. Go to the Manage users page, and find the user.
2. From the Actions (three vertical dots) menu, select Accounts.
3. In the Accounts tab, click the Allow new access button.
4. In a popup modal, select the account and the role you want to assign to them (only the roles associated with that account will appear in the dropdown list). If the role gives users partial access to lists and CRM, you’ll be prompted to specify which ones when you’re assigning this role to users.
5. Click Apply.

To restrict access to a specific account,
1. Go to the Manage users page, and find the user.
2. From the Actions (three vertical dots) menu, select Accounts.
3. Locate the account on the Accounts list. Then, in the Actions (three vertical dots) menu, click Revoke access and confirm your choice.

If you’re an admin

If you no longer want a user to have access to the account,
1. Go to the Manage users page and find the user.
2. From the Actions (three vertical dots) menu, select Revoke access and confirm your choice.