How do I add a user to my account?

Delivra uses the term administrator to refer to anyone with a login to your account. There are two types of administrators that you can read more about here.

If you are a site administrator or an account administrator with permissions to edit other users, you can manage users in the Settings dashboard. (Settings > User Security > Users)

How-To

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1. Click the Settings cog at the bottom of your main navigation, left-side of page. Choose "Users".
2. Click the "Create User" button, top-right of page.
3. User Type Select the type of administrator from the User Type drop-down.
4. Basic Info Add basic information for the new administrator. Email, first & last name fields are required.
5. Accounts Assign the accounts the new administrator should have access to in the system. You may only see one unless your company has multiple accounts. Click the account name from the left column and use the arrows to move to the right column.
6. Alerts Check off any alerts the administrator should receive in the event a mailing fails. (optional)
7. Permissions Assign the permission set for the new administrator by clicking the role name from the left column and use the arrows to move to the right column. 8. Click the "Save" button to save the new administrator record & settings.

Notes

Upon clicking Save, the new administrator will be sent an email from the system to finish setting up their login. This includes creating a password and configuring multi-factor authentication to secure their login.
If you use our SMS platform, all administrators must have a mobile number saved to basic information.
Any administrator (account or site) that need access to our API must have API permissions enabled on their user profile.