Creating and managing user accounts

In SALESmanago you can create user accounts with various levels of access to the main application account. You can specify exactly what data particular users can access and what features they may use.

Users can:

  • Sign in to the system with separate email addresses.
  • Use the system concurrently with other users.
  • Have their own group of assigned contacts.
  • Use features and access data according to permission sets.
  • Share data, contacts, templates and automation rules between each other.
  • Work independently in the scope of their own account.



  1. Managing users
  2. Creating and editing user accounts



To manage user accounts, go to Settings → Users.


A window will open where you can see all existing users. Each user has a picture, name, surname, email address and role (that defines what they can do in the system).


[1] Search bar – type a part of an email address to start searching for a specific user.

[2] Add a new user account – click this button to start creating a new user account.

[3] Card of the first user – this is the profile of the first user added in the application. You can Edit its settings, but not Delete it.

[4] User card – this is the profile of a user. You can Edit or Delete user accounts from here.

IMPORTANT: Email templates and automation rules are connected to users that create them. This means, that they are displayed and work only for contacts, that their author owns. However, most data in the system can be Shared with other users. More about data sharing between accounts >>

♦ To make an automation rule work for all contacts in the database, set it as Shared in that rule’s settings.

♦ To let other users access an email template, set it as Shared in that template’s settings. Other users will be able to view the template and copy it (copies belong to users that made them).



Setting up a user account is divided into three steps. This is a step-by-step instruction on how to create a user account.


[1] Name

[2] Surname

[3] Email address – the one that the user will use to sign into the system. Alerts and reports created by the user will also be sent to that address.

IMPORTANT: For one email address you can create only one user account. If that account is later deleted, the email address can’t be used to create another user account. 

[4] Password – that the user will use to sign into the system. The password can be changed at any time.

[5] Confirm password – type in the password again to validate.

[6] Choose an image – assign a photo or other picture to this user.

Click Next to proceed to Permissions.


Select a system role for this user. System roles are default presets of permissions intended to facilitate easier management. After you select a role, the associated permission set is displayed below. System roles can not be altered, but you can make custom permission sets and save them for further use (using a role preset as a base).

  • ADMINISTRATOR – has access to all actions in the system (such as adding new users) and can adjust the setting of the system for all users.
  • MANAGER  has full access to all contact details present in the database as well as statistics from all sent email campaigns. 
  • SALESMAN – has access to CRM and basic analytics features.
  • MARKETER – has access to most features of the system, but limited access to administrative features.
  • SENDER – can issue mass messaging, but can not access contacts cards or lists. Must receive addressing information (for example, a specific tag) from another user to be able to address a mailing.
  • NORMAL USER  has access to most features of the system and limited access to administrative features. Restricted to a group of assigned contacts.



[1] Permission set – from this list you can select an existing custom set of permissions. If you create a new custom set, you will be prompted to type in a new name here.

[2] Select or clear the checkbox to grant or remove access to a specific feature for this user. You can also expand lists (as shown below) to further customize this set of permissions, down to smallest details.


[3] After you create a new permission set, you can save it by typing its name and clicking Save as new. From then on, this custom set will be available on the list, allowing you to use it again if you want to.

USAGE EXAMPLE: Let’s assume you want to create a user account very similar to Salesman, but with access to A/B Tests. To create this custom type of account, select the role Salesman and scroll down to the list of permissions. Some checkboxes will be prepopulated with the default permissions for a Salesman account. Now, click Tests to expand the category and select A/B Messages and A/B Dynamic Content. Finally, enter a name for this custom set, for example, “SalesmanAB”.


[4] Disable contact exporting for this user – select this checkbox to prevent the created user account from exporting contacts from the database.

Click Next to proceed to the Summary.


Here you can review everything you have set in previous steps. Click Previous to resume editing, click Save to keep all changes, and Cancel to discard all changes and exit the editor.


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