IMPORTANT NOTE: In order to add users to your organizations MessageBee account, your own personal user account must be designated as a Customer Admin.
- Select the "Users" Tab from the MessageBee Menu Bar. (Please note that as of 03/20 Only The Beta Version of MessageBee has this feature).
- Once the Accounts Page loads, select the "Add User" button.
- A new "Add User" pop up window will appear and prompt you for the email of the user you wish to add, and a checkbox to grant specific permissions. Please Note: Not all roles are available to the user - only roles enabled for their account will display.
Customer Admin - Allows the user to add and maintain users on the account.- Transactional - Allows the user to view and edit transactional notification templates.
- Campaign Editor - Allows the user to edit and create List Messages and Campaigns (previously called folders).
- List Builder - Allows the user to create and manage lists of recipients.
- Once you have completed entering the desired information above, you can hit the "Save" button.
- The Add User window will disappear, and you will now see the email near the bottom of the accounts page underneath the Pending Invites List as well as the timestamp of when the invitation was sent and it's current status.
- NOTE: If you notice any typos in the destination email, you can also select the "revoke" option to cancel the request and a new confirmation pop up window will appear.
- NOTE: If you notice any typos in the destination email, you can also select the "revoke" option to cancel the request and a new confirmation pop up window will appear.
- Once the user responds to the email and sets up their account, their email, name, and roles will populate under the regular accounts list at the top of the page.