Adding user accounts

As an administrator, you have access to add and remove users in mCommons.

To access user settings:

1. On the right side of the title bar, select your profile picture.

2. Select Company & Users.

   The Company & Users page contains the Active Users and Inactive Users tables.

   

   The company name, ID, and key are listed at the bottom of the page.

From the Company & Users page:

• Understand user roles

• Add a new user

• Assign the Campaign Editor role

For more information, see Editing user accounts.

Understanding user roles

The following standard user roles determine access to mCommons:

Adding a new user

To add a new user:

1. On the right side of the title bar, select your profile picture.

2. Select Company & Users.

   You see the Active Users table.

   

3. In the upper-right corner above the Active Users table, select Add a user.

   The Add User page opens.

   

4. Fill in the user's profile information:

   • First and last names

   • Email address

   • Mobile number

5. In the User Roles section, select the role for the new user.

   Tip: If you do not assign a role, the user is limited to read-only access to view all reports and content (Analyst).

   Note: Creating a user on a main account with any level of access, except for Limit Access to the Following Campaigns, will assign access to both the main account and any subaccounts; creating a user with any level of access on a subaccount will limit access to the assigned subaccount.

6. Select the user's time zone from the drop-down list.

7. (Optional) To add a 32 x 32 pixel photo that will represent the user in mCommons, work with Gravatar (https://en.gravatar.com/) or other service and then paste the URL for the image file in the Photo URL field.

8. In the Email Preferences section, select the supported email notifications, for example, new incoming messages, new opt-ins, etc.:

   

   • If the user role is Editor, be sure to select Broadcast Scheduled for Approval Alert.

     When a broadcast is added by a campaign editor with restricted access, it must be approved before sending. Any editor can review and approve a broadcast message, so to avoid unnecessary delays, it is important to ensure that editors receive an email alert when a broadcast message is ready for approval.

   • If the user role is a restricted Campaign Editor, be sure to select Broadcast was rejected to send a notification if a broadcast message is not approved. The campaign editor can then edit the broadcast message and re-submit it for approval.

9. To add a password for the user, enter a new password in the Password and Password Confirmation fields.

   

   For guidelines on adding passwords, select Password Rules below the Password field.

   Tip: To ensure password security, instruct the new user to change their password as soon as they have access to mCommons.

10. When you are done, select Create to add the new user.

Assigning the Campaign Editor role

Campaign Editor is a restricted role that allows the user to access and take actions only in specific approved campaigns.

To assign a campaign editor role:

1. On the right side of the title bar, select your profile picture.

2. Select Company & Users.

3. Select Add a user.

4. Fill in the user's profile information:

   • First and last names

   • Email address

   • Mobile number

5. In the User Roles section, select Limit to Campaign Editor Role.

6. Select Limit Access to the Following Campaigns. Begin to type the campaign name, and then select one or more campaigns from the pop-up list. To remove a campaign from the list, select X next to the campaign name.

7. To allow the user to build broadcasts for the assigned campaigns, select Editor.

   The Campaign Editor can assign groups to a new broadcast. If a member of a group is not already a subscriber to that broadcast, then they will be automatically opted in to the campaign.

8. To restrict the user from automatically adding new subscribers to a broadcast campaign, select Broadcasts require approval. An editor will need to approve a broadcast message created by this user before it can be sent.

   Tip: In the Email Preferences section, be sure to select Broadcast was rejected.

9. Select the user's time zone from the drop-down list.

10. (Optional) To add a 32 x 32 pixel photo that will represent the user in mCommons, work with Gravatar (https://en.gravatar.com/) or other service and then paste the URL for the image file in the Photo URL field.

11. In the Email Preferences section, select Broadcast was rejected to send a notification if a broadcast message is not approved. The campaign editor can then edit the broadcast message and re-submit it for approval.

12. To add a password for the user, enter a new password in the Password and Password Confirmation fields.

    For guidelines on adding passwords, select Password Rules below the Password field.

    Tip: To ensure password security, instruct the new user to change their password as soon as they have access to mCommons.

13. When you are done, select Create to add the new Campaign Editor.