Users
Add, edit, delete, and manage client accounts, assign packages, define limits, and update settings to ensure secure, controlled access for each user within the system.
Overview
The Users module provides complete client management:
+------------------+ +------------------+ +------------------+
| USER ROLES | ---> | PACKAGES | ---> | USERS |
| (permissions) | | (service tiers) | | (client accounts)|
+------------------+ +------------------+ +------------------+
| | |
v v v
+------------------+ +------------------+ +------------------+
| Access control | | Limits, features | | Profile, settings|
| module access | | sending caps | | credentials |
+------------------+ +------------------+ +------------------+
Module Components
Users (Clients)
Manage client accounts with full lifecycle control:
| Feature | Description |
|---|---|
| Create users | Add new client accounts with 2-step wizard |
| Edit users | Modify account information, limits, and settings |
| User status | Active, Suspended, or Closed account states |
| Delete users | Remove user accounts |
| Login as user | Access user's account for support |
| Add credits | Add funds to user account (Commercial ESP) |
Packages
Define service tiers with specific limits and features:
| Feature | Description |
|---|---|
| Sending limits | Hourly speed, daily limit, and monthly quota |
| Resource limits | Contacts, segments, domains, triggers |
| Automation limits | Actions per automation, monthly limits |
| Asset assignment | Pre-assign sending nodes, domains, bounce addresses |
| Credit system | Enable pay-as-you-go options (Commercial ESP) |
User Roles
Control what users can do within their accounts:
| Feature | Description |
|---|---|
| Permission sets | Define allowed actions per role |
| Hierarchical tree | Parent and child permission structure |
| Search permissions | Find specific permissions quickly |
| Role assignment | Link roles to packages |
Configuration Workflow
The recommended setup order:
Step 1 Step 2 Step 3
+------------------+ +------------------+ +------------------+
| CREATE ROLES | ---> | CREATE PACKAGES | ---> | CREATE USERS |
| Define what | | Define limits | | Assign packages |
| users can do | | and features | | to accounts |
+------------------+ +------------------+ +------------------+
- Create User Roles - Define permission profiles
- Create Packages - Set up service tiers with limits and assign roles
- Create Users - Add client accounts and assign packages
Key Features
Account Management
- 2-step wizard - User Details and Package assignment
- IP whitelisting - Restrict account access by IP address
- Status control - Activate, suspend, or close accounts
- Bulk actions - Perform operations on multiple users
Limits & Quotas
- Email sending - Hourly speed, daily limit, monthly quota
- Resources - Contacts, segments, triggers, evergreen campaigns
- Threads - Concurrent processing limits
- Domains - Sending domain allocations
Inheritance System
Users can inherit limits from packages or have custom overrides:
- Inherit hourly rate from package
- Inherit daily limit from package
- Inherit monthly limit from package
- Inherit triggers actions limit from package
- Inherit suppressed domains limit from package (Commercial ESP)
- Inherit contact limit from package (Commercial ESP)
Commercial ESP Features
The following features require a Commercial ESP license:
| Feature | Description |
|---|---|
| Credits column | View and manage user credit balances |
| Add credits | Add funds to user accounts |
| Domain suppression limits | Limit suppressed domains per user |
| Contact limits | Set per-user contact limits |
| Enable credits on packages | Credit-based billing |
| Allow overuse | Send beyond limits using credits |
| Bounce rate limits | Stop campaigns at bounce threshold |
Navigation
| Page | Path | Description |
|---|---|---|
| Users | Users → Users | Client account management |
| Packages | Users → Packages | Service tier configuration |
| User Roles | Users → User Roles | Permission profile management |
Permissions
Access to the Users module requires appropriate administrator permissions:
| Permission | Description |
|---|---|
| Add a Client | Create new user accounts |
| View all Clients | Access user listing |
| Edit | Modify user accounts |
| Delete | Remove user accounts |
| Create a Package | Define new packages |
| Edit Package | Modify package settings |
| Delete Package | Remove packages |
| Create User Role | Define new roles |
| Edit User Role | Modify role permissions |
| Delete User Role | Remove roles |
Next Steps
- Users - Manage client accounts
- Packages - Configure service tiers
- User Roles - Set up permission profiles