As an administrator, you can add users, modify their permissions, and disable them. (Disabling a user retains the user security record in your account and preserves the integrity of data in your account associated with the user. You cannot delete users.) You can also reset passwords when needed.
The number of users you can add to your account is specified in your contract.
If you have the advanced ExactTarget integration with Salesforce option enabled in your account, see Salesforce Administration for details on setting up your users.
Setting Up Channel Member Security
As an Enterprise administrator, you also are responsible for the login information for your channel member accounts. See Creating and Managing Member Accounts for instructions on modifying the login or user records for your members.
Accessing Your User Security Records
To access the records defining your users' access rights, follow these steps:
-
In the navigation pane, click Admin.
-
Click the Account Settings folder.
-
Click the My Users item in the navigation pane.
The workspaceon the right shows all the users set up in your account. Disabled users are displayed in gray font with strikethrough.
Adding a User
To add a new user to your account, follow these steps:
-
Access the My Users workspace.
-
Click the Create button in the My Users workspace toolbar.
The Create a User page is displayed in the workplace.
-
Complete the basic user information fields on the Create a User page as follows:
| Field | Description |
| Name | Enter the user's full name as it will appear in the application. |
| Reply Email Address | Enter the email address you want displayed when an email is sent from this user. Note: This field will only be displayed in accounts where the Multi-From Connect advanced feature is enabled. |
| Notification Email Address | Enter the user's complete email address. The email address is used when the user requests to have results from application activities emailed to him or her. |
| Username | Enter the username that the user will enter when logging in to the application. |
| API User | Indication if this user is authorized to access the application via the API. Note: This field will only be displayed in accounts where the API advanced feature is enabled. |
| Temporary Password | Enter a temporary password for this user. The temporary password will be emailed to the user (at the Notification Email Address) if the Send Password Change Confirmation Email is checked in the Security Settings. When the user logs in, he or she will be prompted to change the password and provide a security identification question and answer. |
| Verify Password | Re-enter the value entered in the temporary password field. |
-
In the User Permissions area of the User Properties dialog box, select the permissions that will determine what the user can access:
| If This User Permission Is Selected... | User Will Have These Rights... |
| Add Users to Account | Manage the account settings. Create, view, update, and delete account users. Create, view, update, and delete roles. Manage roles for account users. View reports and report activity. In Enterprise 2.0 accounts: Create, view, update, and delete business units, as well as manage roles and view users for the business unit, and assign business units. If this user permission is not selected, the user will not see the My Users option in the navigation pane. |
| View Tracking Only | Able to view tracking. This permission does not affect a user's access to areas of the system other than tracking. You must exclude access to other areas of the system that the user should not have access to. |
| View/Modify Published Emails Only | Will have access to emails published from the Enterprise administrator account only; user will not be able to create emails. |
| Remove Access to Templates | Will have no access to templates; user will not see the My Templates folder in the Email section of the application. The user will still be able to create emails based on templates that other users have built. |
| Remove Ability to Send Emails | Will not be able to send emails, including test emails. The user will still be able to create emails. |
| Remove Access to Delete Lists | Not able to delete lists, groups, or publication lists. |
| Remove Access to Modify Profile Attributes | Will not be able to add, modify, or delete attributes. The user will still have access to the Profile Management section of the application, to view attribute details. |
| Remove Access to Lists | Cannot view all subscribers list. Cannot preview emails for a subscriber. Cannot create, view, update, or delete groups. Cannot create, view, update or delete lists. Cannot create, view, update, or delete publication lists. |
| Remove Access to Delete Emails | Will not be able to delete any emails or email send definitions. |
| Remove Access to Create Emails | Will not be able to create emails or email send definitions. The user will be able to access emails created by other users of this account (unlike with the View/Modify Published Emails Only permission). |
-
Click the Create User button.
The Personal Information page will be displayed in the workspace with settings for the newly created user.
Modifying and Disabling Users
You can change a user's access rights or the general information about a user by modifying the user's security record.
You can also disable a user so that the user cannot log in to the application. The user's security record will remain in your account so that it can be reenabled.
-
Access the My Users workspace. (See Accessing Your User Security Records.)
-
Click the hyperlinked username in the My Users workspace to display the Settings page for that user.
If the user is disabled and grayed out in the workspace, you can still click the username to bring up the user's User Properties.
-
Adjust the user's information and/or permissions as needed. If you want to disable the user, uncheck the Enabled box.
-
Click Save Changes.
The next time the user logs in, your changes will take effect. If you disabled the user, the user will not be able to log in until you have reenabled the user's record.
To reinstate a disabled user, follow these steps again and check the Enabled box.
Resetting User Passwords
To reset a password for a user, follow these steps:
-
Access the My Users workspace. (See Accessing Your User Security Records.)
-
Click the hyperlinked username in the My Users workspace to display the Settings page for that user.
-
Click the Change Password hyperlink to display the Change Password page and define the following values.
| Field | Description |
| Old Password | Enter the old password for the user. |
| New Password | Enter a new password for this user. The password will be emailed to the user (at the Notification Email Address) if the Send Password Change Confirmation Email is checked in the Security Settings. Note: The password you create must adhere to the password conventions defined in the Account Security Settings. |
| Verify New Password | Re-enter the value entered in the New Password field. |
| Challenge Question | The challenge question is displayed when a user provides the incorrect username and password combination after a pre-determined number of times. That number is equal to the value in the Maximum Invalid Logins field in the Security Settings. |
| Challenge Answer | Enter the valid answer to the Challenge Question described above. |
-
Click the Save Settings button.
This page was last updated on Fri, 04 Mar 2011 18:15:48 GMT.
You are not logged in. Log in 