Under General Settings, the Users page allows you to create user accounts. iPost uses the users email as the username for the account, which must be unique across all accounts. iPost does allow alias addresses as usernames.
To create a user, follow the steps below.
- On the User page, click the Add User button.
- Enter the user information for the account you are creating. The required fields are First Name, Last Name, Email Address, and Password.
- Click Save.
For Agencies or client accounts that have multiple subclient accounts, user accounts created in the main (or parent) account will have access to all subclient accounts. If a user needs access only to a specific subclient, the user account should be created in that subclient.
User accounts, once created, will appear in the User Manager. This page includes the following fields:
| Column |
Description |
|---|---|
| Email Address | The user’s email address. |
| Name | The user’s name. |
| Account Status | The status of the user account which will be either Enabled or Disabled. |
| Actions | A drop down menu of actions that can be performed on user accounts. |
Actions
Once a user account has been created, you can maintain and change the account as needed. The options available for the maintenance of the account are found in the Actions dropdown.
Edit User
The Edit User feature allows you to modify user information, such as Name, Title, Division, and Company . All user fields can be edited except for the email address, which serves as the username for the user account.
To edit a user:
- Select Edit User from the Actions dropdown.
- Modify the necessary user information.
- Click Save Changes.
View History
The View History option provides a comprehensive overview of all actions taken by the user within the account. When accessing the View History page, users can review the following information:
- Time: Displays the date and time of the action.
- Account: Indicates the name of the user account.
- Description: Provides detailed information about the action taken by the user.
Manage Permissions
Permissions provide users access to various functionalities within the platform. When a permission is enabled, the service will be available within the Navigation Menu on the left-side of the platform. When a permission is unchecked (or disabled), the function will no longer appear in their navigation menu. Most permissions are enabled by default for new users; the few exceptions are noted in the section below.
Available Permissions
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View Subclients | User has access to any/all subclient accounts. | Subclients will not appear in the user’s navigation and cannot be accessed. | |
| Maintain Subclients | User can view and manage any Subclient’s Settings. To create a new subclient, please contact your Client Success Manager. |
User cannot access any Subclient’s Settings. Permission is disabled by default. |
View Subclients must be enabled first. |
| View Subclient Users | User can view any Subclient’s Users page but cannot manage or edit these users. | User cannot view users for any Subclient. | View Subclients must be enabled first. |
| Maintain Subclient Users | User can view, create and manage user accounts for Subclients. | User cannot create or manage user accounts for Subclients. Permission is disabled by default. |
View Subclient Users must be enabled. |
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View Assets | User can view, upload, and edit images in the Assets Library. | The Asset Library will not be displayed in the platform. |
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View Automations | User can view, upload, and edit Automations. | Automations will not be displayed. Users without this permission will not be able to schedule email sends. |
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View Data Tables | User can view, create, and edit Custom and Dynamic Data Tables. | Data Tables will not be displayed in the platform, however a user will still be able to select data tables for sending (if Email permissions are enabled). | |
| View SQL Queries | User will be able to view, create, and edit SQL Queries. | SQL Queries will not be displayed in the platform. | View Data Tables must be enabled. |
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View Topics | User can view, create, and edit Topics. | Topics will not be displayed in the platform. | |
| View Lists | User can view, create, and edit Lists as well as view all contact data in these lists. | Lists will not be displayed in the platform. Users are still able to select lists for email sends if Email permissions are enabled. | |
| View All Contacts | User can view, import, export, and edit contact information from All Contacts. | All Contacts will not be displayed in the platform. | |
| View Saved Filters | User can view, create, and edit Saved Filters. | Saved Filters will not be displayed in the platform. | |
| View Categories | User can view, create, and edit Categories. | Categories will not be displayed in the platform. |
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View Emails | User can view, create, and edit all types of Emails. | ||
| View Templates | User can view, create, and edit Templates. | Templates will not be displayed in the platform, however, users will still be able to select templates when creating an email. | |
| View Headers & Footers | User can view, create, and edit Headers & Footers. | Headers & Footers will not be displayed in the platform, however users will still be able to select Headers and Footers in the Properties section of an email. | |
| View Dynamic Content | User can view, create, and edit Dynamic Content. | Dynamic Content will not be displayed in the platform, however, users will still be able to select and insert Dynamic Content from within an email. | |
| View Snippets | User can view, create, and edit Snippets. | Snippets will not be displayed in the platform, however, users will still be able to select Snippets from within an email. | |
| Maintain RSS | Permission is disabled by default. |
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| View RSS | RSS will be displayed in the platform and can be selected from within an email, but user will not be able to create it. |
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| Allow Email Approvals | User can review and approve emails created in the client they are provisioned in. |
Permission is disabled by default. |
Email Approvals must be enabled for your account. Please contact your Customer Success Manager to enable this feature. |
| Allow Sub-client Email Approvals | User can review and approve emails created in the subclients of the client they are provisioned in. |
Permission is disabled by default. |
Allow Email Approvals permission must be enabled. |
| Drag & Drop Roles | Description |
|---|---|
| Basic User | User can only edit unlocked content areas and rows. This is the default setting for all users. |
| Designer | User can edit all content areas and rows, but cannot lock content areas and rows. |
| SrDesigner | User can edit all content areas and rows and can lock/unlock this content, as well. |
| MainEditor | User can edit and lock/unlock all content areas, but cannot lock/unlock rows. |
| MainAdmin | User can edit all content areas and rows and can lock/unlock this content, as well. |
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View Reports | User can access all iPost Reports and view the reporting statistics. | Reports will not be displayed in the platform. |
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View Client Settings | User can view and edit information on the Clients page in General Settings. | The Client page will not be displayed under General Settings. | |
| Maintain Delivery Management Settings | User can view and edit the Delivery Management page in General Settings. | The Delivery Management page will not be displayed under General Settings. | |
| Maintain Web Analytic Settings | User can view and edit the Web Analytics page in General Settings. |
The Web Analytics page will not be displayed under General Settings. |
|
| View Database Schema | User can view the Database page in General Settings but cannot make any edits. | The Database page will not be displayed under General Settings. | |
| Maintain Database Schema | User can view and edit the Database page in General Settings. | User can view the Database page but cannot make any edits to it. | View Database Schema permission must be enabled. |
| View Users | User can access the Users page in General Settings and can view User Profiles and User History. | The Users page will not be displayed under General Settings. | |
| Maintain Users | User can create and edit user accounts on the Users page in General Settings. | User can access the Users page in General Settings and can view User Profiles and User History. |
View Users permission must be enabled. |
| Maintain Confluxery | User can enable and configure integrations available in the iPost Confluxery. | The iPost Confluxery page with not be displayed under General Settings. | |
| Maintain Engagement Score | User can access Engagement Score in General Settings in order to modify personas and rules used to generate audiences. | User cannot view the Engagement Score settings page but are still able to see the Engagement Score reports on the dashboard. They will also have access to the generated audiences. | |
| Maintain Web Tracking Settings | |||
| Maintain Drag & Drop Editor |
| Permission | Enabled | Disabled | Restrictions |
|---|---|---|---|
| View SMS Snippets | User can view, create, and edit SMS Snippets. | SMS Snippets will not be displayed in the platform, but users can still select Snippets from within the Mobile Content. | View SMS permissions must be enabled. |
| View SMS | User can view, create, and edit Mobile content and automations. |
SMS must be enabled in your account. Please contact your Customer Success Manager for more information. |
Engagement Score and SMS are paid features that will need to be enabled in your account in order to access them. Please contact your Customer Success Manager if interested in either of these features.
Editing User Permissions
To update User Permissions:
- On the User Page, click the Action drop down for the user in which you will be updating permissions.
- Select Manage Permissions from the Action drop down.
- On the Manage Permissions page, expand the permission set to see all available options.
- Either uncheck the permission to disable it or check the permission to enable it.
Permission changes are automatically saved once the permission is enabled or disabled.
Change Password
To reset/change a user's password:
- Select Change Password from the Actions dropdown menu.
- Enter the new password in the New Password and Confirm Password fields.
- Click Save Changes.
Disable Account
Disabling an account makes a user account inactive. Once an account is disabled, the user will no longer be able to log in to the platform. To disable an account, choose the Disable option from the Actions dropdown menu. The status of the user account will be updated automatically.