Managing People (agents) for your account Follow

Permissions: Account Owner/Administrator only

Adding Users

You can add new users to your Email Center Pro account and set initial user and login details for them.

NOTE: The owner of the account can increase or decrease the total number of "seats" available from the Account Billing page.

PROCEDURES:

  1. At the top of your screen, find the Login links (Logged in as...)
  2. Click the Account & Tools link
  3. From the Account & Tools dialog, click on the People tab
  4. Fill in the User Details for anyone who will be sending and receiving emails through your Email Center Pro account.

NOTE: Each user can modify his or her own individual details from the Preferences tab after they have been added.

Removing Users

Removing agents from your account can be done through the same screen:

  1. At the top of your screen, find the Login links (Logged in as...)
  2. Click the Account & Tools link
  3. From the Account & Tools dialog, click on the People tab
  4. Select the user you want to remove from the account and click the Delete User button

NOTE: If you're downgrading the account, the owner will need to reduce the number of seats in the Account Billing tab to complete this process. 

 

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