In this article, you'll learn how to add a user, modify user information and permissions, and delete a user.
NOTE: You need admin permissions to perform these tasks. If you have administrative rights, you'll see an Admin link on the homepage; if you don't, check with your organizational staff to see if it's appropriate for you to have this level of access.
Because there's no limit to the number of authorized users you can create in your account, we recommend creating one for every user. This is also because sharing an authorized user can pose challenges when you're trying to figure out "who did what" in Higher Logic Thrive Marketing Professional (Thrive Marketing Professional).
Create an Authorized User
- Navigate to Admin > Authorized Users > Manage Users to see the list of authorized users in your account.
- Click Create to establish a new authorized user.
- Complete the fields in the form's three areas:
General User Information
This information describes the authorized user and identifies any actions they perform in Thrive Marketing Professional.
New users in Thrive Marketing Professional must be assigned a time zone (select one using the menu) before they can be created.
For users that work in child accounts, the time zone will carry through as long as the user has the maintain child account permissions active (the child account time zone settings will be independent of the parent account). The time zone will synchronize between the Preferences and Authorized User pages. When it is changed in one place, it changes in the other. This ensures that when authorized users schedule a mailing, it is in their own time zone.
Login Information
The username is unique within your Thrive Marketing Professional account. The password requirements are listed on the page for reference.
User Permissions
Select all of the appropriate permissions for the new user. Keep in mind that you may want to assign permissions to areas where this new user will serve as a backup to a primary user. For example, if Sally is the person responsible managing your voting, you still may want Bruce - another trusted staff person - to have access to this so that he can be Sally's backup if she leaves the company.
NOTE: Click the question mark icon for a description of the privileges each permission gives a user.
- Click Update to create the authorized user.
Modify User Permissions
- Navigate to Admin > Authorized Users > Manage Users to see the list of authorized users in your account.
- Hover over the icon highlighted below and select Modify from the resulting menu.
- Make your desired changes, and then click Update to save them.
NOTE: The Only Send Email permission negates all other mailing related permissions. Only select this if this is truly the only thing you want a staff person to do. Although present for these special cases, most of the time we'd recommend not using this.
NOTE: Occasionally an administrator will assign a new user a privilege (e.g., voting) and it will not be visible in the new user's account. To correct this, have the new user log out of Thrive Marketing Professional and then log in again. If that doesn't resolve the issue, ask the new user to clear their browser cache (CTRL + F5). If a new user was assigned a privilege and still doesn't see it in the account after taking the previous steps, the issue may be browser related. Google Chrome is the preferred browser for using Thrive Marketing Professional and provides the best user experience.
Delete an Authorized User
Some of your colleagues will leave your organization. When that occurs, you'll also want to remove their access to Thrive Marketing Professional.
- Navigate to Admin > Authorized Users > Manage Users to see the list of authorized users in your account.
- Hover over the icon highlighted below and select Delete from the resulting menu.
NOTE: Performing these steps will prevent a former employee from being able to log into Thrive Marketing Professional. In the event the employee returns, you can select the Show Deleted option, hover over the menu for that user and then select Unsubscribe to reinstate them.