You must have access to the Account section and Manage Users permission to add and edit users.
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 email@example.com.
- Missing the welcome email? Try checking the spam folder. You can also add the from/reply-to address firstname.lastname@example.org 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
- Go to Account
- Select Users
- Select Add a New User
- 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.
- Click Save
Set user permissions
Each WordFly account has a few different levels of access for users. Permissions can be set on the Account > Users > User detail page. To view which permissions you have, click on your name in the upper-right corner of WordFly.
Email permissions give access to viewing and starting email campaigns. Three additional privileges can be granted:
|Allow this person to send test emails to recipients under the Testing tab of the campaign
|Allow this person to send a live email campaign to subscribers
|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:
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
Access the Media folder while building pages
|Custom pages (Legacy)
Edit custom pages
Create/Edit/Delete content themes and background themes
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 messages to a mobile number
|Deploy SMS messages to an SMS list
Pages permissions give access to creating a page in the editor. One additional privilege can be granted:
|Users may publish Pages to live
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:
|Allows access to create/edit/delete preferences
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:
|Allows access to configure the CRM integrations
|Allows access to create new users and update access for current users
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.
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. Here’s a summary of what each contact type can expect. The Account Owner is selected from the Organization Info page.
|Access to payment website
|Receives invoice and payment receipt
|Main contact for account
|Secondary contact for account
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.
- Go to Account
- Select Users
- Select the user you would like to delete by clicking on their name
- On their account page, select Delete User
- Confirm that you would like to delete them by clicking Yes from the pop-up