Can I give other people access to my account?

It’s possible to share specific aspects of your account

with others. The Team add-on is a team management feature that lets you add users, managed by you: the admin. With this add-on, you can:

You can assign the predefined and custom roles to your team based on your workflow, business strategies, and the breakdown of responsibilities in your organization. You can assign specific user privileges to team members based on their tasks and responsibilities in your organization. You can use one of the predefined roles or create a new one and tailor the permissions to fit your company profile.

For example, you work with a team that consists of an administrator, designer, and copywriter. The administrator oversees the entire process. The designer designs the layout of your newsletters, and the copywriter creates text for your messages. You can use two of the predefined roles—Administrator and Designer—and create a new one for the copywriter.

Each role grants the users access to specific areas of your account (the areas they don’t have access to won’t appear in their panel view). Each user receives a unique login and password to access the GetResponse account. They can reset the password at any time. For your protection, users can’t access Billing. They also won’t be able to change their email address.

Where can I access the feature?

If you have the Starter account, you can have up to 3 users (including the main account owner). Marketer and Creator plans allow you to add up to 5 people. Go to our help materials if you want more information on how to add the feature to your account or change the number of users with access to it.

To access the team management page:

  1. Drop down the Profile menu and click on the Team link. This will take you to your Team management page.

  2. Use the tabs in the side menu to go to:
    1. Manage users, where you can activate users and assign roles to them
    2. Manage roles. From there, you can add users and add and assign roles to them.

What do permissions mean in Team?

Permissions are given based on access users have or don’t have to specific areas within the account. For example, we’ll prompt you to let us know if you want users to have access to forms:

Can users work with forms?

  • No, they don’t have access to forms
  • They can design forms but not publish them. If you choose this option, you’ll need to review all form drafts before they can be published
  • Yes, they can design and publish forms (full control)

If you select “no”, they won’t see that feature in their account view. If you select “yes”, they’ll have full access to the feature and its functionalities.

We ask you to let us know if you want to give users full control of the feature, or limit it to specific tasks or areas (similarly to the permission levels you were setting when picking “blocked””, “view only”, or “view and edit”) for the following features:

Account

Can users edit their name or phone number?

  • No, they can only view the details
  • Yes, they can fully manage their details

From field (email)

Can users view and edit the GetResponse account “from field”?

  • No
  • Yes

Consent field

Can users create and edit consent fields?

  • No
  • Yes
Contacts

Viewing and using contact lists

Can users view and use all contact lists?

  • No, they can only view and use selected lists.
  • Yes, they can view and use all existing and future lists. You will be able to define additional permissions.

Adding and creating lists and contacts

Can users add, move or copy contacts and create lists?

  • No
  • Yes

Editing contact details

Can users edit contact details, custom fields, and tags?

  • No, they don’t have access.
  • They can only edit contact details.
  • Yes, they can edit contact details and manage custom fields and tags.

Exporting contacts

Can users export contacts and lists?

  • No
  • Yes

List hygiene and suppression lists

Can users work with list hygiene and suppression lists?

  • No, they don’t have access.
  • Yes, they can block, delete, and exclude contacts through list hygiene and suppression lists.

Deleting contacts

Can users delete contacts and lists?

  • No
  • Yes

Segments

Can users work with segments?

  • No, they can’t work with segments, but they can still use advanced search.
  • Yes, they can create, view and delete segments
Email marketing

Newsletters and autoresponders

How can users work with newsletters?

  • They don’t have access to newsletters
  • They can design newsletters but not send them.
    If you choose this option, you’ll need to review all message drafts before they are sent
  • They can design and send all types of messages to existing and future lists (full control)
  • They can design and send all types of messages to existing and future lists. They can also approve or reject messages created by other users (full control)
AI campaigns

Creating and managing AI campaigns

Can users work with AI campaigns?

  • No, they don’t have access to AI campaigns
  • Yes, they can create and manage AI campaigns.Note: For users to send and publish the newsletter, autoresponder, and landing page generated for the campaign, they must have permission to do so. These permissions are managed separately under Email marketing and Landing pages.
Marketing automation

Workflows and automation messages

Can users work with marketing automation?

  • No, they don’t have access to marketing automation
  • Yes. Users can access all accounts’ assets to create workflows, such as lists, messages, forms, or landing pages. Granting access to automation overwrites any previously-set restrictions to view and use these features.
Conversion funnel

Can users create and manage funnels?

  • No, they don’t have access to Conversion funnel
  • Yes. Users can create new funnels and manage existing ones (full control)
Landing pages

Can users work with landing pages?

  • No, they don’t have access to landing pages
  • They can design landing pages but not publish them.
    If you choose this option, you’ll need to review all landing page drafts before they can be published
  • Yes, they can design and publish landing pages (full control)
Forms

Can users work with forms?

  • No, they don’t have access to forms
  • They can design forms but not publish them. If you choose this option, you’ll need to review all form drafts before they can be published
  • Yes, they can design and publish forms (full control)
Webinars

Can users schedule and host webinars?

  • No, they don’t have access to webinars
  • They can schedule webinars, design invitations, and send invitations (if they have the permission to send emails in general)
Chats

Messaging and managing chat settings

How can users work with the chat feature?

  • They don’t have access to Chats
  • They can start new chats, view active and closed chats, view statistics, and edit the avatar (operator role)
  • They have full administrator access to Chats, including the settings
Integrations and API

Can users access integrations and the API key?

  • They don’t have access to integrations or the API key
  • They can access integrations, but not the API key
  • They can access integrations and the API key (full control)
Quick transactional emails

Emails, settings, and statistics

Can users work with quick transactional emails?

  • No, they don’t have access to quick transactional emails
  • Yes. Users can create and edit emails as well as preview and change quick transactional email settings. They can also view email statistics (full control).
Managing users and roles in the account

Team

Can users manage users and roles in the account?

  • No, they don’t have access to the Team feature.
  • Yes, they can add and manage users and user roles.
Website builder

Building and managing a site

Can users work with Website Builder?

  • No, they don’t have access to Website Builder.
  • Yes, they have full access. They can build, edit, and publish a site. They can also manage settings and view statistics.
Forms and popups

Creating and managing forms and popups

Can users work with forms and popups?

  • No, they don’t have access to the Forms and popups feature.
  • Yes, they have full access. They can design and publish forms and popups, manage settings, and view statistics.
Ecommerce

Stores, products, and orders

Can users work with stores, products, and orders?

  • No, they don’t have access.
  • Yes, they can create and manage stores and products and view order information.
Paid ads and ad audiences

Creating and managing paid ads

Can users work with paid ads?

  • No, they don’t have access.
  • Yes, they have full access. They can create and manage ads.

Creating and managing ad audiences

Can users access Ad audiences?

  • No, they don’t have access.
  • Yes, they can create, manage, and export ad audiences.
Reports

Viewing and generating reports

How can users work with Reports?

  • They don’t have access
  • They can only view reports.
  • They can view, generate, and download reports.

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