TABLE OF CONTENTS
Defining Subusers
A teammate, also called a subuser, is a person who you add to your Pinpointe account who is given the designation of Account Manager. As the Account Owner, you can invite other team members, and then designate their roles and restrict what features and functionality each team member has access to.
When you first set your account up in Pinpointe, you will be able to add up to five teammates at no charge. For additional teammates, there is a nominal monthly fee. Each teammate can be given their own login ID and password.
The areas of your account that you can set access restrictions on are:
- Contacts
- Campaigns
- Reports
- Site Builder
- SMS Messaging
- Journeys
The main levels of access are:
- No Access
- Selecting No-Access deselects both View and Manage
- View
- Makes access read-only
- Manage
- Create, Edit, Delete, Import, Send as appropriate
- Approve / Activate
- All Manage + Approve
Creating a Subuser
To create a subuser, go to your Account Settings page (Fig 1) from the link in the upper-right corner.
Fig 1
On the Account Settings page, you'll want to click Manage Users from the menu on the left (Fig 2). You'll want to click on Add User in the upper right to add a new subuser.
Fig 2
The Add Subuser form will now pop up (Fig 3). From here, you can set the basic info on the subuser including their username, phone number, email address, and password.
Fig 3
After adding the subuser, but you will see your subuser has been added. Click on Manage Permissions to adjust what kind of access to Pinpointe the subuser will have (Fig 4).
Fig 4
On the far right of every subuser there is both a mask icon and a circled X icon.
Clicking on the mask icon allows you to log in as your subuser.
Clicking on the circled X icon permanently deletes the subuser.