Add and remove user accounts
To add and remove user accounts, expand the User menu, then go to Settings > Account Details > User Accounts.
Edit user details
To modify a user's details:
Expand the User menu, then go to Settings > Account Details > User Accounts.
Select USER SETTINGS.
You can:
Change email address
Change name and phone number
Manage the frequency of the scheduled report email, or opt-out altogether.
Change password
To do this, select CHANGE PASSWORD at the bottom of the page.
When you've finished making changes, select SAVE.
Set user permissions
To modify a user's permissions:
Expand the User menu, then go to Settings > Account Details > User Accounts.
Select ACCESS PERMISSIONS for the user you want to set permissions for.
You can:
Change email address.
Disable login for the user.
Restrict access to specific parts of the system.
Under GDPR, you can limit access to personal data.Grant access to one or more client accounts (if applicable).
When you've finished making changes, select UPDATE ACCOUNT.
Set and manage folder permissions
To modify folder permissions:
Expand the User menu, then go to Settings > Account Details > User Accounts.
For Folders, set the overall permission level for the user. Select from:
Edit
View
None
Each individual folder can have different permissions assigned to users for controlling access to content like SmartBlocks and Slots. To set individual folder permissions, expand the Folders drop-down menu, and for each folder, set the required permission level:
None: User cannot see the folder or its contents.
View: User can view the folder.
Edit: User can view, rename, move, and delete the folder.
Inherit: User has the same access as the parent folder.
To set complex permission sets which you have previously configured for another user, expand the Copy permissions from user drop-down menu and select the user whose permission set you want to duplicate.
To reset folder permissions to default, select RESET.
Viewing and editing content is restricted for all folders by the account-wide access permissions: Can view content and Can edit content. To edit content, a user needs both:
Permission to edit the folder
Can edit content account-wide permission.
To view content, a user needs both:
Permission to edit or view the folder
Can view content access permission.