User Management

Manage who can access a domain and what they can do there

Access in the platform is granted along two independent axes:

• Domain access — what someone can do on a particular domain. Covered on this page.

• Organization access — what someone can do at the organization level: its settings, its people, and its organization-wide notifications and segments. Covered in Organization Access.

The two do not imply one another. Granting someone organization access gives them no access to any domain, and granting domain access gives them no standing at the organization level. Someone who needs both is given both.

A person can hold a different access level on each domain they can reach.

User list

Open the Settings page from the left panel, then select the Users tab.

The list shows everyone with access to this domain, their access level, and their status — Active, Disabled or Invited.

Each row offers:

• View — opens the user, where their access can be reviewed and changed

• Reset Password — sends a password reset email

• Disable — removes platform access entirely

Disabling a user removes their access to every domain and organization. To remove access to a single domain, open the user and set that domain to No Access instead.

Domain access levels

These are the levels available per domain. The same words mean something different at the organization level, so check Organization Access if you are granting both.

Level	What it allows on that domain
Admin	Everything under User, plus changing the domain's settings, managing who else has access to it, and managing its integrations
User	Create and send notifications, build campaigns, segments and catalogs, edit the opt-in prompt, build and save reports, and see who has access to the domain
Read-Only	See the domain, its notifications, campaigns, segments and prompts, and build and save reports. No creating or editing
No Access	No access to that domain

Only a domain Admin can change who has access to a domain. A domain User can see the access list but not change it.

Adding a user

Click Add User at the top right of the user list.

1. Enter the email address they will sign in with.

2. Set their access level for this domain, and for any other domain in your organization you want them to reach.

3. Click Submit. They receive an invitation by email.

Organization access is not offered on a domain-level screen, because a domain admin cannot grant it. To give someone organization access, use the organization-level user list — see Organization Access.

To change an existing user's access, open them from the list and use Edit.

Bulk-applying an access level

When someone needs the same level across many domains, use Bulk Apply User Domain Access above the domain list and pick a level. It applies to every domain shown.