You can add new users or modify permissions for those users easily by following the below steps. Navigate from the home menu to Manage > Accounts > User Manager.


Create New Users

  1. Scroll to the bottom of the page and click Create New User.

  2. Fill out the new user information.

  3. Select which lists the user can access. 

    💡 List access controls which email lists appear in the list drop-down

⚠️ The following are required fields: Username, Password, First Name, Email, and access to at least one list.

4. Select email Template access for the user.

💡 Only templates that a user has been granted access to will appear as options when loading a template in the message authoring experience

5. Select access permissions for the user. A description of each option can be
found below

6. Once you've checked off all of the user's access options, click Add User.


Edit Existing Users

  1. On the User Manager page, click on the user you want to update.

  2. Make updates to their user information, list, template, or access permissions.

  3. Click Commit Changes.


Permission Glossary

  • Granted Access: Select Admin Access or Role Based Access. If role-based access is chosen, you'll be given the opportunity to set additional permissions to be attached to each role. Selecting multiple role-based permission types grants the user the combined benefits of each permission.

  • Admin Access: This permission grants the user full access to the Listrak account. 

  • Role Based Access: This permission level is customizable and allows you to select from the below access options. 

    • Author Access: allows the user to create and send messages to any available lists. The Home, Authoring, Solutions, and Support tabs will be available when used alone.

    • Analytics Access: allows the user to view a message, a contact's profile, and list-level analytics for any available lists. The Home, Analytics, Solutions, and Support tabs will be available when used alone.

    • Settings Access: allows the user to access setting pages under navigation tabs. Must be used in conjunction with another privilege such as Manage Access. The Home, Solutions, and Support tabs will be available when used alone.

    • Manage Access: allows the user to create, delete, and maintain any available lists. Use in conjunction with Settings Access to modify list settings. The Home, Contacts, Manage, Solutions, and Support tabs will be available when used alone.

    • Segment Access: allows the user to create and/or modify segments and field groups for any available lists. Must be used in conjunction with another privilege such as Manage Access. The Home, Solutions, and Support tabs will be available when used alone.

    • Billing Access: allows the user to view and pay invoices for the Listrak account. Must be used in conjunction with Manage Access. The Home, Solutions, and Support tabs will be available when used alone.

    • API Access: allows the user to perform programmatic API calls for any available lists. Must be used in conjunction with other privileges. The Home, Solutions, and Support tabs will be available when used alone.

    • Approver Access: allows the user to be added as an approver on the list settings page for any available lists. The Home, Solutions, and Support tabs will be available when used alone.

    • SMS Access: allows the user to access the SMS channel in the channel drop-down

    • Push Access: allows the user to access the Push channel in the channel drop-down

💡 A few things to note:

  • Typically API users are granted full access to the account via Admin Access. This can also be accomplished via Role Based Access by selecting all permissions except Billing Access and Approver Access.

  • Listrak allows up to fifteen users. Additional users can be added for a fee. Contact your Account Manager for details.

Did this answer your question?