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You can set up new users in Campaign Studio manually or through the API.

To set up a user manually:

  1. Navigate to Settings > Users.

  2. Click +New in the top right corner.

  3. Fill in the appropriate fields for your user:

    Creating users

    • First name and Last name: Your user’s first and last name.

    • Role is assigned based on permissions you’ve granted.

    • Position (optional): Your user’s job title.

    • Signature is only necessary if you’re using the Mailer is owner feature in Campaign Studio. If you are using Mailer is Owner, you can add a signature for each user and populate that signature in any emails you’re sending with the {signature} token.

    • Username, Email, Password are the login credentials. If a user forgets their password, they can use the Forgot password link, but you can manually change their password here.

      Note

      Passwords must be at least six (6) characters in length. Ensure that you use a combination of upper and lower case alphabets, special characters, and numbers.

    • Time zone: Set the user’s time zone, or use the default. Adding the user’s time zone enables them to account for time zone differences for email scheduling and other features.

    • Language: Select a language for each user, to improve their experience in Campaign Studio.

Inform your user their account has been created. Campaign Studio doesn’t send an email to inform them of their login information. You must inform them manually.