Add a new user and manage permissions

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 buzz@wordfly.com.
• Missing the welcome email? Try checking the spam folder. You can also add the from/reply-to address buzz@wordfly.com 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. 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

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

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:

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:

Pages permissions

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

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:

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:

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.

Select contacts

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.

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