Creating a User Account

Setting up user accounts in ensures that the right stakeholders have appropriate access to data, campaigns, and other objects within the platform. The process is designed to be flexible, allowing administrators to manage users, assign permissions, and define access levels across multiple brands and data groups.

Admin Role & User Allocation

• When a CRM account is created, an admin user is issued to the main contact. The user will be assigned admimistrative access to all brands within the CRM account.
• A predefined number of user slots are allocated to the account based on the initial request.
• The admin is responsible for creating new users and assigning roles and permissions accordingly.
• The admin can disable users, manage data groups, and oversee user access independently.

User Access & Permissions

Brand-Level Access

• Access to data can be granted on a per-brand basis.
• If a customer manages multiple brands, one or multiple brands can be assigned to each user.

Functional Access Controls

• Users can be granted individual access to different platform functionalities. For further information visit Feature Authorisation.

User Account Inheritance

User account management follows a structured inheritance model, ensuring that permissions and access levels are properly maintained when creating new accounts.

• Users with sufficient permissions can create and manage new user accounts.
• However, they can only view and manage the users they create unless they are administrators.
• Administrators have full visibility and control over all user accounts within the platform.

Permission Inheritance and Restrictions

• Non-administrator users who have the privilege to create accounts can only assign permissions they themselves have.
• If a user has restricted access to specific brands, or UI privileges, they can only create new users with equal or lower permissions.
• They cannot grant higher access levels than what they currently possess.
• This ensures that permissions remain controlled and consistent within the system.

❗ The ability to create user accounts is subject to the privileges granted by an administrator.

User limits

By default, CRM user accounts are limited to a specific number, which can be viewed within the user creation interface. If additional user accounts are needed, contact the product support team—additional costs may apply. This is a shared limit across all the brands within the CRM account.

Step-by-Step Guide to Creating a User Account

1. Access the User Management Section

   • Navigate to the Users section from the side menu (bottom right). This option is only visible to administrators or users with sufficient privileges.

2. Create a New User

   • Click the + icon in the top-right corner.

   • Enter the user's email address.

3. Assign Brand Access

   • Select the brand(s) the user should have access to from the left hand area, and click on the right arrow to assign access. Click on the left arrow to remove brand access.

   • Assign a default brand for the user.

4. Save the User Account

   • Toggle the Activate switch, and click Save to create the account.

4. Assign Permissions (feature authorisation)

   • Click on the Permissions button. 

      

• • Assign the appropriate UI access level. 

• • Click Save to apply changes.

⚠️ Some permissions require additional permissions to function correctly. For example, selecting "Update All" permissions for Campaigns also requires "View All" permissions. The system automatically applies these dependencies to ensure compliance with permission rules.

By following these steps, administrators and authorised users can efficiently manage user accounts, ensuring proper access control.