Mailrelay lets you give several people access to your account, each with their own user. This is very useful if several people in your company prepare your newsletters and your email marketing campaigns: each person logs in with their own email and password, and you decide what each one can do through roles.
In this article, we explain how to add a new user to your account, what details you need to fill in and how to manage users once they have been created.
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How to add a user
To add a new user to your account, go to Settings >> Users and click on the +Add button.
You will see a window where you can enter the new user's details:
- Name: The full name of the user.
- Email: The email address associated with the account.
- Password & Password confirmation: Set the user's initial access credentials.
- Role: A drop-down menu indicating the level of permissions assigned to the user. (To manage role permissions, go to Settings >> Roles).
- Number of records per page: Controls how many records (subscribers, newsletters, etc.) are displayed per page, ranging from 10 (default) up to 100.
- Report sending frequency: Optional setting that sends automated notification emails with performance metrics after a specified time elapses following a campaign send.
Some details about these fields:
- You create the password yourself, so you will need to give it to the new user so they can access the account.
- In Number of records per page you can choose 10, 20, 30, 50 or 100.
- In Campaign reports times you can tick one or more options: After it has finished, 1 hour, 2 hours, 6 hours, 12 hours or 24 hours.
Once all details are completed, click Create user to save and add the user to your account.
What each user can do: roles
The role you assign determines what actions the user can perform in the account. For example, you can create a role so that a user only has access to the newsletter editor, but cannot see the statistics of sent campaigns or create subscription forms.
Roles are created in Settings >> Roles. Once created, they appear in the Role drop-down of the new user form.
How to manage the account users
Once created, the user appears in the list in Settings >> Users. For each user, you can see their ID, name, email, whether two factor authentication is enabled, their role, whether they are blocked and the creation date.
You can search for users by ID, name or email. With the buttons on each row you can:
- Show: view the user's details, in the View user, Edit user, Log and Authentication log tabs.
- Edit: change the user's details.
- Delete: delete the user.
- Block: prevent the user from accessing the account. Once blocked, the button changes so you can unblock the user and let them access the account again. This button does not appear on your own user.
You can also add users with the free account.
Related articles
- Users: explains the users section of your account in detail.
- Roles: how to create roles and which permissions you can grant or remove for each one.
- How to change your login credentials: how to change a user's password.
- API keys: how to connect your website, your CRM or your online store to your Mailrelay account.