General

Add a new user (sub account)
Guide to Adding a new sub account. This type of sub-account is different from the CSR account type (coming soon) which is a feature-limited type of account....
Tue, 7 Nov, 2017 at 11:37 AM
Switching accounts
If you need to switch to a sub account. Click 'User Management' then 'Your Users'.  Highlight the sub account and click the 'Key&...
Tue, 13 Oct, 2015 at 11:15 AM
Where is User Management
If your account has user management enabled the User management will be in the top menu If you don't see it please contact support. 
Tue, 13 Oct, 2015 at 12:11 PM
Disabling features for Sub Accounts
When setting up a sub-account you may need to disable features for the sub account. When creating or editing a sub account you'll see the setting ...
Tue, 7 Nov, 2017 at 11:33 AM
Showing/Hiding Filters for sub-accounts
When a contact excel sheet is uploaded extra columns may be present. For example Gender (Male/Female), User_Id (some id to identify a person)  It's ...
Thu, 3 Mar, 2016 at 10:39 AM
Email bridge access
The email bridge feature can only be accessed by certain people you nominate to access the bridge.  In order for someone to send a csv/excel file to the pl...
Tue, 7 Nov, 2017 at 11:31 AM
Adding a Limited User Sub Account (CSR)
A limited sub account allows customer service representatives (CSR) to send campaigns using a simple easy to use portal.  Creating the account  -> C...
Wed, 14 Feb, 2018 at 9:15 AM
CSR Portal
The CSR Portal is a simple easy to use portal that enable customer service representatives to send campaigns to consumers.  The CSR logs into the dashboard...
Wed, 22 Nov, 2017 at 12:39 PM