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 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 primary 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. Two additional privileges can be granted:

SECTION
PERMISSIONS
Test Email Allows users to send test emails to recipients under the Testing tab of the campaign.
Deploy Email Allows users to send a live email campaign to subscribers.

 

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 and Classic Editor legacy tools (background themes and content themes). Users with Design Library access can do the following actions:

FEATURE 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 link in the Pages subnav

Custom Pages (Legacy)

Edit custom pages

Create/Edit/Delete 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:

SECTION
PERMISSIONS
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:

SECTION PERMISSIONS
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:

SECTION
PERMISSIONS

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 (Email Pricing Plan, Inbox Preview Plan). Two additional Account privileges can be granted:

SECTION
PERMISSIONS

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 someone 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

 

 

 

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