As a Reseller administrator, you control the setup of your client accounts and demo accounts. You also ensure that all of your users are configured appropriately, using the administrative area of the application.
You manage the users of your Reseller administrator account as well as the initial users of your client accounts.
Note the following about user security:
User security is primarily a matter of deciding which rights a user should not have. To set up a user with full rights to every non-administrative area (emails and templates, subscribers, tracking, and libraries), you leave all user permissions deselected.
To create an administrator, you set up the user with the Add Users to Account permission.
When you add a new user or reset a user's password, you will be prompted with the user's new temporary password, which you need to communicate to the user. When the user logs in with that password, they will be prompted to create a new password.
Upon first login, users are also prompted to provide an identifying question and answer. If a user forgets their password, they can click a link on the bottom of the login screen, which will allow the user to create a new password if they respond correctly to the identity question.
You cannot delete users; you can, however, 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.
How To Create Client Accounts
To create a client account or a demo account, follow these steps:
Click the Admin tab.
Expand the Client Accounts folder in the navigation pane.
Click the Add Account option under Client Accounts. The Add Account page appears. Notice that the Notes area at the bottom of the Add Account page indicates how many client and demo accounts have been created and how many your contract allows.
Complete the fields on the Add Account page as follows:
Field
Description
Account Name
Enter your client's name. For a demo account, enter a descriptive name.
Email Display Name
Enter the name that will appear in the From line of emails sent by this client to subscribers.
Email Relpy Address
Enter the return address that will be used for emails sent by this client to subscribers.
Demo Account
If you're creating a demo account, select this check box.
Creation Date
This read-only field displays the date on which this account is being created.
BrandBuilder
If the BrandBuilder advanced feature is enabled in your account, select the brand that will be applied to this client account from the drop-down list.
If you need a new brand for this client, you can purchase additional BrandBuilder labels from the Account Options area of the application.
Click the Create Client button on the Add Account page. The Edit Account page appears. The upper-left area of this page shows the information you just entered for this client. The upper-right area is where you create users for this client account. The lower area of the page is where you set the account options for this client account.
In the Users box, click the add a user hyperlink to create the first login for this account. Complete the Personal Information: Create a User page that appears as described here.
Review the Account Options and Advanced Settings sections. Purchase or activate options as needed by clicking the appropriate hyperlinks.
This client account is now ready for use. The users of this account can log in with the login records you created.
How To Modify and Disable Client Accounts
If you need to edit the general information, account settings, or user logins of a client account, follow these steps:
Click the Admin tab.
Click the Client Accounts folder.
Click the View Accounts item. Your client accounts appear in the Account List workspace on the right. Client accounts that have been disabled are shown in gray strikethrough font.
Click the Edit hyperlink associated with the client account that you want to access. The Edit Account page appears.
To edit the general information or account options, make your changes on the page and click the Save button. To edit a user created for the account, click the hyperlinked username in the Users box in the upper-right corner of the page. Make your changes in the User Properties dialog box that appears, and click Save in that dialog box.
To disable a client account so that the account can no longer be used but will remain listed in your account so that you can reenable it in the future, follow these steps:
Access the Edit Account page as you would for modifying the account (steps 1-4 above).
Select the Disable Client check box on the Edit Account page.
Click the Save button on the page.
To reenable a disabled client account, click the Edit hyperlink for the account in the Account List workspace and deselect the Disable Client check box.
How To Log In to Client Accounts (Impersonation)
If you want to log in to a client account, you can do so by impersonating any of the users created for that account. You will have all of the access rights defined for that user.
To impersonate a user of your client account, follow these steps:
Click the Admin tab.
Click the Client Accounts folder.
Click the View Accounts item. Your client accounts appear in the Account List workspace on the right. Client accounts that have been disabled are shown in gray strikethrough font.
Click the hyperlinked client account name in the Account List workspace.
The User List dialog box appears, showing the users in the account. Click the hyperlinked username associated with the user you want to impersonate, and you are then logged in to the client account as that user.
When you are done with the client account, click the Return button in the upper-right corner of the browser window.
You are then returned to your Agency administrator account.
