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Adding Additional Managers Or Admin Users
Adding Additional Managers Or Admin Users

Allow other admin users to login and view all of the data or selected data based on the permissions you assign to them.

Barry Blassoples avatar
Written by Barry Blassoples
Updated over a week ago

New managers or admin users can be added under the Tools > Account Access > Add another section in the dashboard. During the process, you will be able to assign different roles and permissions to the user to control what data they are able to view when they log into the system.

Users are able to log into the system to view the data. Their mailbox does not have to be tracked to be a User.

There are 4 default levels of Access Users:

  • Company Administrator

  • Company Manager

  • Restricted Manager

  • Company Agent

Company Administrators have full access to the system, the billing information, the ability to add/remove mailboxes and control the rights given to other Users.

Company Managers can view all mailboxes/teams or groups but doesn’t have access to account settings, billing information, or the ability to add or remove mailboxes.

Restricted Managers can view specific mailboxes/teams or groups that have been assigned to them when inviting them as a Restricted Manager. So a Restricted Manager may only be given the ability to view certain mailboxes, certain teams, and certain group mailboxes. Restricted Managers don’t have access to account settings, billing information, or the ability to add or remove mailboxes.

Company Agent is the lowest level of access user. If you provide someone with Company Agent access their mailbox would need to be being tracked on our system and then they will be able to log in and view only their data and nothing else. They too will not have access to settings, billing, or the ability to view who is on the system or add/remove mailboxes. They will simply log in and view their own mailbox performance and nothing else.

Note that the Company Manager and Restricted Manager role can also be changed on a per user level. This can be changed by browsing to the admin account under Tools > Account Access, and then clicking on Actions > Edit Role and Permission, From this page you will be able to set what the specific admin user should be able to access.

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