Add a new user and manage permissions

Article author
Miguel Panayotty
  • Updated

Create as many new users as you need for your team members to access WordFly. Each person should have their own user account and login. Use account permissions to control which features they can view and use.

  • An email will be sent to the new user with login details. The email has the subject line Welcome to WordFly and the from/reply-to address is
  • Missing the welcome email? Try checking the spam folder. You can also add the from/reply-to address to your safe senders list and use the Forgot Password link to send a new password.
  • Each new user should have their own login. No shared logins, please.


Add a new user for your account


1. Go to Account


2. Select Users


3. Select Add a New User


4. Complete the new user form and check all boxes relating to the user’s permissions

  • First name, last name, and email address are required for new user accounts.
  • Be sure to flag Account, Billing, and Technical contacts when applicable. There should be at least one contact for each of these in your account.


5. Click Save



Set user permissions

Each WordFly account has a few different levels of access for users.

Email permissions

Email permissions give access to viewing and starting email campaigns. Three additional privileges can be granted:

Test email Allow this person to send test emails to recipients under the Testing tab of the campaign
Deploy email Allow this person to send a live email campaign to subscribers
Create workflows Allow this person to view, edit, and create workflows


Design Library permissions

Design Library permissions give access to WordFly editors (Email Editor, Pages Editor, Blocks Editor, Image Editor), as well as the Media library. Users with Design Library access can do the following actions:

Design Library

Upload, organize, and delete any media files in the Media section

Edit images with Image Editor

Use the Blocks Editor to create custom blocks for use in email and page designs

Email editor

Create/Edit/Delete emails

Pages editor

Access the Media folder while building pages

Custom pages (Legacy)

Edit custom pages

Create/Edit/Delete content themes and background themes


SMS permissions

SMS permissions give access to the SMS feature in WordFly. Only accounts that have SMS enabled can access the feature. To test and deploy SMS messages, the user must also have Subscribers permissions. Two additional privileges can be granted:

Test SMS Test SMS messages to a mobile number
Deploy SMS Deploy SMS messages to an SMS list


Pages permissions

Pages permissions give access to creating a page in the editor. One additional privilege can be granted:

Publish pages Users may publish Pages to live


Subscribers permissions

Subscriber permissions give access to importing addresses into WordFly through any available option. This also allows access to search for subscribers and view subscriber insights, segments, and preferences. In addition, this section also grants access to personalization tools. Users may delete lists, data fields, and dynamic tags. One additional Subscribers privilege can be granted:


Manage preferences

Allows access to create/edit/delete preferences


Account permissions

Account permission gives users access to anything under the Account section. This includes areas such as Organization Info, Labels, Settings, and Billing pages. Two additional Account privileges can be granted:


Manage integrations

Allows access to configure the CRM integrations
Manage users Allows access to create new users and update access for current users


Reporting permissions

Reporting permission gives users access to all reporting in WordFly. Users can export data, run a report, compare campaigns, and download reports. Users may also delete reports.



Delete a user

Protect your data. If a person with a WordFly user account leaves your organization, you should delete their login credentials so they can no longer access WordFly.


1. Go to Account


2. Select Users


3. Select the user you would like to delete by clicking on their name


4. On their account page, select Delete User


5. Confirm that you would like to delete them by clicking Yes from the pop-up