CATEGORY: SettingsCRM

Settings: User management

In the settings section of e-shot, account or subaccount administrators can setup new or manage existing e-shot user profiles. A user profile can be setup differently on a subaccount-by-subaccount basis meaning if users need access to designs in one subaccount but designs and campaigns in another, you can do so. 

Adding a new user to e-shot 

To add a new user to e-shot, you will need to be an administrator of the account. To begin head to ‘Settings > Account settings > Users and permissions’. 

From this page, you can begin adding a new user by clicking the ‘Add User’ button in the top right of the page. Upon clicking the button, you will be taken to the page to setup your new user. 

 

Under the ‘Email’ field, there are several tick boxes. 

Active: For the user to be able to login to e-shot, they will need to be marked as ‘Active’. This should only be unticked, if the user temporarily does not need access to e-shot. 

MFA: Enabling this will mean this user will have to use Multi Factor Authentication (MFA) in order to sign into e-shot. For the full details on MFA, please refer to our dedicated help article here. 

Subaccount Administrator: Ticking this option will automatically give the user access to all areas of e-shot, but only for the subaccount they are a subaccount administrator for. This will also give them ability to access the settings and setup new users themselves in the future, for this subaccount. 

Restrict to login via Microsoft: This option, similar to MFA, restricts the user to logging in via Microsoft’s Single Sign On (SSO), meaning they will not need an e-shot password to login, as they are only able to use their Microsoft account to login. For the full details on logging in via Microsoft’s SSO, please refer to our dedicated help article here. 

Can be used as a test contact: If this user will need to send test emails to themselves, then they will need to be a test contact. Enabling this option, will automatically set them up as a test contact. There is no limit on the number of test contacts you can have, so we advise always ticking this option.  

Adding an existing user to another subaccount 

If a user already exists in one subaccount and they need access to another subaccount, you do not need to create an entire new user profile again. Instead, you can add their existing record from another subaccount (doing so will not remove them as a user from the subaccount they already exist in).  

To do this, again click the ‘Add User’ button in the top right. On the next page, switch from ‘Add new user’ to ‘Existing user from another subaccount’. As shown below, this will then allow you to use the ‘Existing user’ dropdown to find and select the user you would like to add. 

Once you have selected the user, their name and email address will automatically be pulled in. The same as adding a new user, you will then need to choose their permissions to the platform. Permissions can vary across subaccounts so these do not need to match their other user profile. 

 

Editing an existing user's profile 

To edit an existing e-shot users' profile, an account administrator will again need to head to ‘Settings > Account settings > Users and permissions’. After you have found the user that needs their profile edited, click the green ‘Edit’ button next to the user.

  
Upon clicking the edit button, the users' profile will be brought up, you can now make the relevant changes needed. This could be an updated email address or updating their permissions.  

Once you have made the needed changes, you apply them by clicking the ‘Save’ button. This will then return you to the ‘Users and permissions’ page. 

Resetting a users Password or their Multi Factor Authentication (MFA) 

Users can click the "Forgotten Password" link on the login screen to instigate a password reset. For more details on this please use our dedicated help article.

Admin users can also initiate the password reset email or reset a users MFA via their user profile as seen below.