This article provides an overview of user management within Spotler MailPro. It explains how to add users, assign roles, and manage user rights to ensure efficient workflow and enhanced security.
On this page, you have the following options:
Overview Users
The Users Overview can be found in the Admin module. Here, you can add new users as well as view, copy, edit, or delete existing users.
Each user appears on a line in the overview, displaying details such as last login, access rights, roles, and usernames.
Under the Send column, you will find an email icon. Here you can send the Spotler MailPro login credentials for this user. Because passwords are stored encrypted in Spotler MailPro, a new password will be generated for the user, and this new password will be sent to the user. You also have the option to enable Two-Factor Authentication for additional security.
Insert New User
To add a new user to Spotler MailPro, follow these steps:
- Go to the Admin menu and select Users.
- Click Insert.
- Fill in the required details such as name, email address, and username.
- Assign a role to the user.
- Send the invitation or save the user.
Roles and Permissions
Within Spotler MailPro, users can have different roles depending on their responsibilities. Common roles include:
- Administrator: Full access to all settings and campaigns.
- Marketer: Can create and manage campaigns but does not have access to system settings.
- Analyst: Can view and analyze reports, but cannot make changes.
Each role has specific permissions that can be adjusted based on the organization's needs. This allows you to control who can perform which actions within Spotler MailPro.
Managing User Permissions
Spotler MailPro allows you to set detailed permissions for each user or role. For example, you can specify whether a user:
- Can create, edit, or delete campaigns.
- Has access to contact lists and segmentation.
- Can modify system settings.
By carefully managing these permissions, you prevent unauthorized changes and improve the security of the platform.
Manage, Edit and Delete Users
To manage, edit, or delete users, follow these steps:
- Go to Users.
- Search for the user in the list.
- Select Edit. And change the user information. If you change the username, please inform the user because they will need the new name when logging in.
Deleting Users
If a user no longer needs access to Spotler MailPro, you can easily deactivate or delete them:
- Go to Users.
- Search for the user in the list.
- Select Delete to permanently remove the user.
With proper user management, you can keep Spotler MailPro organized and secure for everyone involved.