How do I create new users and manage permissions?

When you start using WordFly, create new accounts for other members of your team. WordFly allows unlimited user accounts. Each new user has their own login (no need to share logins and we also don't allow it). You can decide which areas would be best for this user to have access to. For example, if the user will only be pulling reports, you can just give them permissions to the Reporting section.


Topics covered in this article:

Create new users for your account

Setting account permissions for users

Deleting users

 

 

Create new users for your account

 

Create as many new user accounts as you need for your team members that need to access WordFly. Follow these steps to create new users for your WordFly account. Learn more about assigning user access permissions in the next section.

 

1. Go to Account

Account.PNG

 

2. Select Users from the left nav

 

3. Select "Add New User"

 

4. Create the new user and check all boxes relating to the user's permissions.

 

First name, last name, and email address are required for new user accounts.

 

 

 

 

Setting account permissions for users

 

Each WordFly account has a few different levels of access for users. Permissions can be granted to specific areas in WordFly like Account, Reporting, Subscribers, Design Library and Email. Users can have access to only one section or to multiple sections. Only the Account and Email section contain deeper levels of authorization.

 

 

 

ACCOUNT PERMISSIONS

 

Account permission gives users access to anything under the Account section.

 

This includes Organization Info, Labels, Settings (Account options, Email Settings), Billing (Email Pricing Plan, Inbox Preview Plan), and Custom Pages (Forward to a Friend, Unsubscribe).

 

There are two additional privileges that can be granted under Account.

SECTION GRANTED PERMISSIONS
Permission_manageusers.PNG

Account_integrations.PNG

“Manage Integrations” allows access to configure the Facebook, Tessitura and Twitter integrations.
Permission_manageusers2.PNG

Account_Users.PNG

“Manage users” allows access to create new users and update access for current users. Learn more about creating new users in this support post.

 

 

 

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.

Permission_reporting.PNG

Reporting_menu.PNG

 

 

SUBSCRIBER PERMISSIONS

 

Subscriber permissions give access to importing addresses into WordFly through any available option. This also allows access to search for subscribers. In addition, this section also grants access to Data Fields and Dynamic tags. Users may delete lists, data fields and dynamic tags.

Permission_subscribers.PNG

Subscribers_Menu.PNG

 

 

EMAIL PERMISSIONS

 

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

 

 

Email_menu.PNG

 

SECTION GRANTED PERMISSIONS
Permission_testemail.PNG “Test Email” allows users to send test emails to recipients under the testing tab of the campaign.
Permission_deployemail.PNG “Deploy Email” allows users to actually send the email to subscribers in a campaign.
Permission_shareemail.PNG “Share Email” allows users to post a sent campaign on Facebook and Twitter through those specific integrations in WordFly.

 

 

 

DESIGN LIBRARY PERMISSIONS

 

Design Library permissions give access to Background themes, Content themes, Email Templates, Layouts and Media.

 

NOTE: User who design emails must also have permissions to 'Email' but do not need to have deployment permissions.

 

Users with this access can do the following actions:

SECTION GRANTED

PERMISSIONS

Permission_designlibrary.PNG

Email_menu_designlibrary.PNG

MODERN EDITOR:

-Create/Edit/Delete Email Templates

CLASSIC EDITOR:

-Create/Edit/Delete Background Themes
-Create/Edit/Delete Content Themes
-Create/Edit/Delete Layouts
-Create/Edit/Delete Email Templates

 

 

SMS PERMISSIONS

 

SMS is only available to our beta users in the UK, Australia and New Zealand. Only accounts that have SMS enabled can access the feature. SMS permissions give access to the SMS feature in WordFly.

 

NOTE: To test and deploy SMS messages the user must also have 'Subscriber' permissions.

 

Users with this access can do the following actions:

SECTION GRANTED PERMISSIONS

Access the SMS feature

Test SMS messages to a mobile number

Deploy SMS messages to an SMS list

 

 

 

 

Deleting user accounts in WordFly

 

If someone leaves your organization that had access to WordFly you should delete their user account so that it cannot be used to access WordFly.

You do not need to update the account to a new user, just create a new user account in that case.

 

1. Go to Account

Account.PNG

 

2. Select Users from the left nav

 

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

 

4. Once on the user's account page, select the Delete user button

 

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

 

 

 

 

Have more questions? Submit a request
Powered by Zendesk