Delivra uses the term 'administrator' to refer to anyone with login access to your account. There are two types of administrators: Account level and Site level.

What is a site?

Site administrator

A site administrator has the highest level of permissions, or access, to your Delivra account(s). They can:

1. Login to and manage every sub-account on the site, create and manage other administrators, as well as set permissions and roles assigned to other administrators.
   
2. Access advanced reports in the Analytics dashboard like Planned Mailings, Insights, and Custom Reports (depending on license level) which allow them to view all of their scheduled and draft campaigns across all accounts on the site.
   
3. Create Report Groups that span the entire site to create cross-account reporting.
   
4. Save email templates to a shared repository for all sub-accounts. (depends on license and requires a Customer Template Account to be enabled.)
5. A site administrator's permissions automatically include API access to manage contacts, categories/tags, mailings, content, and other administrators via API.
6. Access new product features when they are released (depending on license) while other users may need their permission set updated before seeing new features.
   

Account Administrator

An account administrator, depending on what Role is assigned to them, will have limited access within the account. Account administrators are typically assigned one of the following system roles, but a Site Administrator can build custom roles for their administrators:

1. All Access Pass: Gives access to all dashboards, with the exception to certain permissions. 

1. Marketer: Gives access to all dashboards except Settings.

1. Designer: Gives access to the Assets dashboard only.

1. View User: Gives View Only rights to all dashboards except Settings.

1. SysAdmin: Gives access to the Settings dashboard only.
   

Manage users in Settings

If you are a site administrator or an account administrator with permissions to edit other users, you can manage users in the Settings dashboard. (Settings > User Security > Users)

How-to create an account administrator

1. Click the Settings cog at the bottom of your main navigation, left-side of page. Choose "Users".
2. Click the "Create User" button, top-right of page.
3. User Type Select the type of administrator from the User Type drop-down.
4. Basic Info Add basic information for the new administrator. Email, first & last name fields are required.
5. Accounts Assign the accounts the new user should have access to in the system.  You may only see one account listed unless your company has multiple accounts. Click the account or site name in the left column then use the arrow to move it to the right column.
6. Alerts Check off any alerts the administrator should receive in the event a mailing fails. (optional)
7. Permissions Assign the permission set for the new administrator by clicking the role name in the left column then use the arrow to move it to the right column. Click the "Save" button to save the new admin record & its settings.

How-to create a site administrator

1. Click the Settings cog at the bottom of your main navigation, left-side of page. Choose "Users".
2. Click the "Create User" button, top-right of page.
3. User Type Select the type of administrator from the User Type drop-down.
4. Basic Info Add information for the new administrator. Email, first & last name fields are required.
5. Alerts Check off any alerts the administrator should receive in the event a mailing fails. (optional)
6. Sites Assign the sites the new administrator should have access to in the system. You may only see one unless your company has multiple sites. Click the site name from the left column and use the arrows to move to the right column. 7. Click the "Save" button to save the new administrator record & settings.

Notes

1. Upon clicking Save, the new administrator will be sent an email from the system to finish setting up their login. This includes creating a password and configuring multi-factor authentication to secure their login.
2. If you use our SMS platform, all administrators must have a mobile number saved to basic information.
3. Any administrator that need access to our API must have API permissions enabled on their user profile.