View Role

By clicking the “View Role” button next to the role name, you will be taken to a screen where you can see all of the access levels which are set up for that particular role.

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• Create a New Role

  To create a new Role Click the plus sign on the top right of the screen Select Add Role Enter a name for the new Role Select access options for Account Administration: Should this role have the ability View Account Details, Update Account Details, ...

• Duplicate Role

  Sometimes you will want to create a Role that is similar to an existing Role with just a few minor changes. In this instance it is more efficient for you to use the Duplicate Role option. Once you have duplicated a Role, you'll be able to customise ...

• View Previous Uploads

  The View Previous Uploads screen allows you to gain insight on contacts added to the system via uploads. From this section, you’ll be able to see the name of the file, number of lines in the spreadsheet, the number of new contacts added, the number ...

• View Campaign Analytics

  Campaign Reports allow you to analyse clicks, opens and subscriber activity. Within the platform, reports can be viewed on automation workflows, sms, email and any other channels. Reports can be viewed on an individual campaign level or as an ...

• View Contact Fields

  To see the Contact Fields that are already set up in your account, simply click on the Contact Fields heading at the top of the screen