Add and Manage User Accounts and Permissions

To add or manage users, from the gear menu, select Permissions.

To Add a User

  1. Click New User.
  2. Enter the user’s Email and Full Name.
    add user dialog
  3. Select the Access level from the dropdown:
    • Reports Only – Only has access to pages in the Analytics tab. Can run reports on user data, but can’t access Lists.
    • Limited – Can only view and use lists and templates that belong to their team. Can only view campaigns that use one of these lists or templates. You can assign the user to one or more teams in the Teams section. (A user’s team membership only affects their template/list access if they are set to Limited access.) For more information on how to use Teams, see Manage List and Template Access with Teams.)
    • Admin – Can’t delete lists, modify a user’s status, or change the list type from Primary to Secondary.
    • Super Admin – Access to and able to modify all lists and add/remove users from the account. An additional Permissions checkbox is displayed when you select Super Admin: “Can download unencrypted email addresses and other PII.” When this is not selected, the user’s list downloads will match those of other Sailthru users: Any downloaded lists will display MD5 hashes in place of of email addresses.) We recommend that PII access is enabled only when absolutely necessary.
  4. Click Save.

To Edit a User

  1. Click the name of the user.
  2. Edit the user’s Email or Full Name as needed.
  3. Select an Access level from the dropdown:
    • Reports Only – Only has access to pages in the Analytics tab. Can run reports on user data, but can’t access Lists.
    • Limited – Can only view and use lists and templates that belong to their team. Can only view campaigns that use one of these lists or templates. You can assign the user to one or more teams in the Teams section. (A user’s team membership only affects their template/list access if they are set to Limited access.) For more information on how to use Teams, see Manage List and Template Access with Teams.)
    • Admin – Can’t delete lists, modify a user’s status, or change the list type from Primary to Secondary.
    • Super Admin – Access to and able to modify all lists and add/remove users from the account. An additional Permissions checkbox is displayed when you select Super Admin: “Can download unencrypted email addresses and other PII.” When this is not selected, the user’s list downloads will match those of other Sailthru users: Any downloaded lists will display MD5 hashes in place of of email addresses.) We recommend that PII access is enabled only when absolutely necessary.
  4. Click Save.

To Delete a User

  • Hover over the user’s name or email and click Screen Shot 2016-06-23 at 10.50.36 PM.
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