If you are a user in the Admin group, you can add new users to the account and manage their permissions. A user can log in to your MailBlue account and manage various functions. You can create a user for people in your company who will assist you with your marketing and sales processes.
If you are the primary account administrator, you can remove users. If you do this, those individuals will not be able to log in to the account. You may want to do this if the person no longer works for the company or has changed roles within the organisation.
In this article:
Adding users to a MailBlue account
The number of users you can add to your account depends on your subscription:
- Lite: up to 1 user
- Plus and trial accounts: up to 3 users
- Professional: up to 5 users
To add a new user to your account:
- Click on 'Settings' in the bottom left corner of the MailBlue account.
- Click on 'Users and groups' in the left menu.
- Click on the 'Add a new user' button.
- Fill in the fields in the pop-up form and select the user group to which you want to add the user.
- Click 'Add'.
Removing users from a MailBlue account
Consider the following before removing a user from the account:
- Only the primary account administrator can remove account users.
- Once a user is removed, the action cannot be undone.
- If the removed user owns lists, those lists will be reassigned to the primary account administrator.
- Images imported by the removed user in Content Manager will be deleted from the account.
- Templates created by the removed user will be deleted from the account.
- All deals owned by the removed user must be reassigned to another user by the primary account administrator.
When you remove a user, no other data in the account will be deleted.
To remove a user from your account:
- Click on 'Settings' in the bottom left corner of your account.
- Click on 'Users and groups' in the left menu.
- Tick the box next to the user you want to remove from your account.
- Click the 'Remove' button.
- Click the 'Remove users' button that appears in the confirmation window.
If the user you are removing owns deals in your account, a pop-up will appear asking you to reassign their deals to another user.