This article explains how to add new users and manage existing users in your organisation’s Dotdigital account.
Before starting, we recommend that you read:
TIP: To add new users, you must be the Account Owner of your organisation’s Dotdigital account or have the Can manage account permission enabled on your account.
This article will cover:
How to change the Account Owner
Your Account Owner is the main person your Dotdigital account is associated with. The Account Owner has the highest level of permissions to make changes to your account.
If you want to transfer ownership from the Account Owner to another user, you can make this change from the Account Owner’s account.
TIP: If the current Account Owner’s account is unavailable, follow the steps outlined in Dotdigital’s support article: Change the account owner email address
- Click on the username in the bottom left corner of the screen to expand the User menu and click Settings
- In Settings, select Managed users
- Select the check box to the left of the user you would like to make into the account owner
- Click into the More Actions menu at the top of the screen and select Make account holder
- In the Transfer account ownership screen, make sure the transfer details are correct, input your password in the Your password textbox, and select the TRANSFER OWNERSHIP NOW button
You and the new account owner will receive an email confirming this change in ownership.
How to add a new user
To add a new user, follow the steps below.
REMINDER: To add new users, you must be the Account Owner of your organisation’s Dotdigital account or have the Can manage account permission enabled on your account.
- Click on the username in the bottom left corner of the screen to expand the User menu and click Settings
- Click Settings, then Managed users
- Click the pink New managed user button
- Under User details, input the user’s email address
- Under Settings > Default permissions, add or remove the user’s permissions by selecting the YES or NO button to the right of each permission type
At the top of the Default Permissions section, you can click the ALLOW ALL button to automatically select YES for all the permissions or the ALLOW NONE button to automatically select NO for all the permissions.
TIP: Hover your mouse over the question mark (?) icon next to each permission type to read a short description of what that permission gives the user access to.
To read about the different permissions and what abilities they grant users, refer to Dotdigital’s article Understanding User Permissions.
- Once you have set the new user’s permissions settings, scroll down to the bottom of the page and click Save
WARNING: Spektrix users should not have the Can use Chat permission enabled on their Dotdigital account as this will produce an error.
How to manage existing users
You can manage an existing Dotdigital account by:
- Changing a user’s contact details
- Changing a user’s permissions
- Resetting a user's password
- Disabling a user
- Deleting a user
Changing a user’s contact details
Users can change their own contact details using the following steps.
TIP: The Account Owner cannot change a managed user’s contact details. Users must manage their own contact details.
- Click on the username in the bottom left corner of the screen to expand the User menu and click Your profile
- Once you reach the Profile page, you can change your Password, First Name, Last Name, Mobile Number, Country, Job Title, and Location. The Email address, Password, First Name, and Last Name fields are required in a Dotdigital user account
- When you are done updating your contact details, scroll down to the bottom of the page and click SAVE
TIP: If you need to change your email address in your Dotdigital account, ask your account owner to delete your user account and create a new one with the correct email address.
Changing a user’s permissions
To change a user’s permissions, follow the steps below.
REMINDER: Users cannot change their own permissions. Only the Account Owner can manage user permissions.
- Click on your username in the bottom left corner of the screen to expand the User menu and click Settings
- Click Settings, then Managed users
- Select the pencil icon under the Edit column for the user whose permissions you want to change
- Under Settings > Default permissions, add or remove the user’s permissions by selecting the YES or NO button to the right of each permission type
At the top of the Default Permissions section, you can click the ALLOW ALL button to automatically select YES for all the permissions or the ALLOW NONE button to automatically select NO for all the permissions.
TIP: Hover your mouse over the question mark (?) icon next to each permission type to read a short description of what that permission gives the user access to.
- Once you have set the new user’s permissions settings, scroll down to the bottom of the page and click Save
To read about the different permissions and what abilities they grant users, refer to Dotdigital’s article Understanding User Permissions.
WARNING: Spektrix users should not have the Can use Chat permission enabled on their Dotdigital account as this will produce an error.
Resetting a user’s password
Users can reset their own password using the following steps.
The Account Owner cannot reset a managed user’s password. For security reasons, the Spektrix Support team cannot reset a user’s password.
Depending on the scenario, jump to the relevant section below:
If you know your current password:
- Click on the username in the bottom left corner of the screen to expand the User menu and click Your profile
- Once you reach the Profile page, select the CHANGE button in the Password field
- Enter your Old password, your New password, and type your new password again in the Confirm password field. When you’re done, click SAVE
If you forgot your current password:
- Go to the Dotdigital Login page and select the Forgotten password? link under the LOG IN button
- Enter the email address you use to log into your account and select CONTINUE
- Go to your email inbox, open the New Password Request email from Dotdigital, and click the password reset link
TIP: If you can’t find the New Password Request email in your inbox, check your junk/spam folder. If you still cannot find the New Password Request email, ask your IT team to whitelist the sender address no-reply@dotdigital-email.com. Once that is done, follow the steps above again.
- On the Reset your password page, enter your email address, your new password, and confirm your new password
- Click UPDATE, and then log in with your new password
TIP: When creating your new password, make sure to follow Dotdigital’s password guidelines above the text input boxes so the system accepts your password.
Disabling a user
Disabling a user in your organisation’s Dotdigital account will keep the user record on the account while removing all permissions and account access from the user.
To disable a user:
- Click on the username in the bottom left corner of the screen to expand the User menu and click Settings
- In Settings, select Managed users
- Select the pencil icon under the Edit column for the user you want to disable. This will direct you to the Manage user screen
- In the Status section, select Disabled
- Scroll down to the bottom of the page and click Save
Deleting a user
Deleting a user from your organisation’s Dotdigital account will remove them permanently from the account.
WARNING: If you delete a user who is an Account Owner, this will delete the account.
To delete a user:
- Click on the username in the bottom left corner of the screen to expand the User menu and click Settings
- In Settings, select Managed users
- Select the check box to the left of the user you would like to delete and click the DELETE button at the top of the screen
- Read the warning message, and click DELETE again