CATEGORY: FAQsSettings

Restricted users guide

What is a restricted user? 

A restricted user a user type available within e-shot that allows administrators to lock down their users to only being able to use certain groups or preferences available within the subaccount. 

The restricted user will: 

• Not have access to the CRM pages at all 

• Have their access limited to designs, campaigns and analytics pages 

• Will only be able to send campaigns to the groups/preferences specified by the administrator  

• Be able to view all designs in the subaccount if granted access but cannot delete any designs or templates 

• Be able to create single send (email) campaigns only 

• Not be able to access the ‘Advanced’ section when creating a campaign. Setup, testing and history only 

• Only be able to view campaigns created by themselves and cannot delete any campaigns 

• Only be able to view campaign reports for campaigns they themselves have sent 

 

The main purpose of the restricted user type is to lock a user down to certain audiences, preventing them from sending to the incorrect ones and providing only access to the essential areas of e-shot. 

 

 

How to make a user a restricted user 

Setting up a restricted user is fairly straight forward. To begin like any other user, head to the Settings > Account settings > Users and permissions page. 

From this page you can either edit existing users if you wish to make them a restricted user or you can add a new user.  

When adding or editing a user, administrators will now see the ‘Restricted user’ tick box as seen below. 

Upon ticking this box, the permissions available to you on the right-hand side will change. See below. 

As mentioned, a restricted user can be locked down to specific groups or preferences set by the administrator. This can be done under the ‘Manage audience’ section. 

Here you can choose the groups or preferences this restricted user will be able to send campaigns to. Note at least one group/preference must be selected but you can choose more or a selection of both. 

The manage designs, campaigns and access analytics sections remain the same as what you’re used to. Giving the user access to these sections still restricts them to what they can do. 

 

Manage designs: They can edit and create designs but not delete them. 

Manage campaigns: They can only create single send (email) campaigns and can only send said campaigns to the audiences you choose. 

Access analytics: They can only view analytics and reports for campaigns they have sent. 

 

 

What does the restricted user see? 

 

Dashboard 

The dashboard will be more simplistic only showing my engagement, my activity and the quick links widgets. 

My engagement: The user will only be able to choose audiences they have access to 

My activity: The activity will be limited to only campaigns the user has sent 

Quick links: Only reports and design links will be available 

 

 

Designs page 

The designs page remains all the same for a restricted user, other than the fact they cannot delete any designs including ones they have crested themselves. 

Campaigns page 

The functionality here remains the same, only difference being the restricted user will: 

• Only be able to see campaigns they have created 

• Not be able to delete any campaigns 

• Only be able to select the audiences set by the administrator  

• Not be able to access the advanced section 

See below despite their being more groups in the subaccount. I only have access to the Friend and Website group as that's what my admin has set.

Analytics page 

The functionality here again remains the exact same to any other user. The only differences being the user will only be able to see campaigns that they have sent. They will also not be able to delete or archive those reports. 

See below despite more campaigns having been sent, I can only see the one campaign send I have performed. 

Thats all for the run through on the restricted user type. If you have any questions about this user type, please let us know via the live chat where we can assist you.