In SendPro, you're responsible for managing who can access your account and what they can do. If you have Admin access, you can add, change, or remove users whenever needed. There’s no limit to how many users you can have. We strongly recommend that each person has their own login, and that you never share accounts or passwords.
In this article we tell you more about:
Adding users
To add users, go to Setup > Users.
Here you will see an overview of all users. You can add a user by clicking Add user.
Fill in the email address of the user, and choose a role for them. You have the option to enter a Reason.
This helps with future understanding of why a user was added. The new user will receive an email, asking them to set up their password.
Changing or deleting users
You can edit or delete users by clicking their username in the overview of Users under Setup. If you click on the user it's possible to change the role or reason and it's possible to Remove users. You can use reason also to describe why you removed an user.
User roles and rights
Users have roles that define what they can see and do. Rights are based on roles. Changing a user’s role changes their access level in that account. Only SendPro Premium accounts support role-based access. In a SendPro Basic account, all users are admins by default.
| Read-only | Servicedesk | Account manager | Designer (User)* | Admin ** | |
|---|---|---|---|---|---|
| Exporting | |||||
| Reporting | |||||
| Re-send messages | |||||
| Edit recipient filter | |||||
| Credit overview | |||||
| Design items | |||||
| Setup items | |||||
| Notification setup |
* The old User role has been renamed to Designer to avoid confusion. They are otherwise identical.
** This overview shows the user roles in SendPro Premium accounts. In a SendPro Basic! account, all users are automatically admins.