Adding Multiple Users To Your Account

Member

UpdatedMarch 2018

 

Many account owners find the need to give others access to their Constant Contact account, however some may be afraid to give full access to personal and/or sensitive information stored within the account. Fear no more! It is now possible for you to create additional user log-ins for your account with varying levels of access and provide them with their own login credentials.

You can assign a role to your additional users to restrict their access in the account while allowing them to contribute to the campaign.  The roles available for your account are:

There are different ways each user will be limited depends on the assigned role. If you're not sure which role to assign to someone, check out what an Account Manager can do, and what a Campaign Creator can do.

The number of additional users available depends on your pricing package. See how many users you can add by going to the upper right corner of your screen and clicking the Profile Icon and then Plans & Pricing.

As an account owner, you can add additional users to your account, edit the user information, and deactivate users that no longer need access (they can be reactivated later).   Here is how:

  1. Click the Profile Icon and then My Account.
    NewMyAccount_MyAccount.png
  2.  On the right-hand side, click "Add Users" or “Manage Users” in the Account User section depending on what you want to do..
    Add users
  3.  Fill out the required fields for the new user, including selecting their role, then click Save.
    MY account


    Now you have multiple people able to use your account but without you having to give out your login credentials.  

85 Comments
Participant
I am trying to add a new user to the account but I don't get the "add new user" button when I get to the account users page.The original manager of this account is no longer managing it. It appears she put my name and email in as the account manager but left in her username. Is that what is preventing me from adding? If so, how can I fix it?
Occasional Participant
I don't see where I can actually set roles and permissions. Can I set permissions for which mailing list a user can use? Can all users access all of our mailing lists and make changes to them? Can I sent permissions that allow users to edit content, but not send to mailing lists? Thanks!!
Moderator

Hi @DjV80

 

Thanks for posting! I reviewed your account and saw that there are a few different user logins. Since you do not see the option to "Manage Users" on the bottom right corner of the My Account page then it sounds like you're logged in as a secondary user, or Account Manager. Only the primary account user, the Account Owner, has access to edit and change users. 

 

Did the original account creator/owner leave you with the password and username for her primary login? If so please use those to log in and go to My Account> Manage Users and from there you can add a new user. If you do not have that information then please give our Support Department a call so they can assist with an account access process. 

 

Thanks!

Moderator

Hi @ASCE-ECB

 

Great question!

 

We are currently working on extending different user roles to all accounts. However, at this time your account only has two roles, Account Owner and Account Manager. 

 

The Account Owner role is that of the account creator- so whomever started the account is by default the owner (although credentials and names associated with roles can be edited), and they have access to update sensitive information within the account such as billing information. 

 

The secondary users, or Account Managers, have access to:

 

  • Create and edit campaigns.
  • Schedule, publish and send campaigns.
  • View billing statements.
  • Print or email invoices.
  • View other Users in the account.

At this time there is no functionality that would allow for you to set permissions so that users have access to only specific mailing lists, or to edit content without having the option to mail. 

 

I appreciate you taking the time to ask about user roles and to let us know that you're interested in having them. We will send out a notification once there is an update to user roles for all accounts. 

 

Thanks!

Moderator

HI @MCOA_CSec

I see you called in to support for help with this. It looks like the rep was able to walk you though adding another user to your account using My Account > Account Users. 

 

Please let us know if you need any additional help!

Moderator

Hi @RobertT59

I am sorry to hear you are having trouble adding a second user, is this still happening? What browser are you working in when this happens --do you have another you could test working in?

 

Thanks for your help,

Participant
Please remove the added user if it costs anything, as I'm not sure yet it's worth an added price.
We have someone who works at keeping contacts updated also another person who does the groups mass emailing as well as a web-master. Someone reads and forwards the webmail to proper people. When the web page person started working for us, she inadvertently removed the address and name of our volunteer administrator and listed herself as administrator. She only does the web site. We need to be able to add others to work with us.We are a not-for-profit org. and all are volunteers except the web master, accountant and other professionals as are needed. How can we work together with one of our volunteers being the administrator?
Moderator

Hi @JeffreyT1

Thanks for posting. In your account type there is no fee associated with adding a new user! Here's some additional information if you would like to learn more.

 

Thanks, 

Moderator

Hi @insightthrougheducation

 

Good question! I took a look at your account and saw that only one main user is set up, I'm assuming this is the one that just had the contact information changed. If you log into the account please click on "My Account" and then "Manage Users" towards the bottom right hand side, like you see here:

addusers.png

 

You'll be able to edit the user information to whomever should be the correct main contact. Please keep in mind that we are required to recognize whomever is listed as the account owner as the person to whom all the information in the account belongs. You can set it up so that it has your non-profit organization name, instead of a specific person if you'd like. You can also add secondary users to the account which will allow them to have their own username and password so they can have access to work on campaigns, send your campaigns, and all of the basic functionality aside from editing sensitive information (e.g.- billing information and main account information.)

 

I hope that helps, but please let us know if you have any other questions!

Participant
Help.
Moderator

HI @SFACC

I am sorry to hear you weren't seeing the button, I do see two additional users on your account so I hope you were able to work this out. If you are still having trouble can you try clicking My Account and then looking on the right for the "Account Users" section?

2015-12-08_9-32-01.gif

 

If you are still not seeing this please let us know what browser you are working in when this happens!

 

Thanks,

Participant
I would like to remove one user and add another user to the account but there is no "edit" button as listed in the Constant Contact help page.
Moderator

Hi @KristiR71

 

Thanks for posting! One thing to keep in mind is that you can only update account user information if you are logged in as the Account Owner. Once you're logged in as the primary user (Account Owner) then please select My Account>Manage Users>Edit (pencil icon), like you see here:

my account.png

Then:

addusers.png

And:

addusers2.png

 

If you're trying to update Account Owner information then it can be done through the "My Profile" section on the right hand side of the "My Account" page. 

 

I hope that helps!

Participant
Under My Account, I do not see where it identifies the Account Manager or Campaign Creator. I need help since I followed instructions from the FAQ's.
Moderator

Hi @AnnieMaloneCFS

Thanks for posting! To see what user you are logged in as you will want to click "My Account" and then you should see who you are logged in as. Here's how this will look:

2016-02-15_10-21-54.png

Please note, I did blur the email address on this account for privacy. 

 

Hope this helps, 

Participant

@Lou_Sander wrote:

Good work, Eric. Based on a few things I've seen from you, you have a talent for explaining how the Constant Contact system works. The people in charge of the system are, IMHO, notably clueless in explaining it. We shouldn't have to come to this not-so-smoothly-working forum to find how to work the stuff we are paying for. Maybe you should apply for a transfer to whatever department is in charge of documenting your product's features. They need your talent. 

 

PS - Please replace your picture with one without the hoodie. It give a bad impression. 

 

PPS - How do we give you a kudo? (Like most CC things, it isn't intuitively obvious, and it doesn't seem to be explained anywhere.)


I know this is an old post, but I have to say, you have a lot of nerve.  Who cares if the guy likes to where a hoodie or not?

 

In the spirit of dishing out desultory advice, let me take a swing at it.  Eric, go get a second hoodie.  Put it over the first hoodie, but backwards.  Then, cut out two eye holes as well as a hole for your mouth and pull that hood over the other hood.  Oh yeah, and keep doing good work!  Maybe Lou will balance a treat on your nose if you're real lucky.

Established Member

Right now, we have the one admin plan. Before considering an upgrade, I'm trying to figure out how this works. I see lots of old posts about changes not saving because two people have been in the tool at the same time. That just is not acceptable for a business with multiple locations. We'd prefer not to have to purchase multiple accounts because that is more money however.

 

I'm interested in finding out... if we have multiple users, can they be granted access only to the campaigns they create. I imagine a tool where I have full control and viewing and editing ability over everything within our account. And other users can be added who only have access to create new campaigns but cannot edit or change the campaigns I've created.

 

Is this possible?

Employee

Hello MariaI62,

 

When working with multiple users within an account changes only do not save if two users are working within the same email campaign at the same time. Basically, each user is overriding each others changes within the campaign. Now if each user is working in their own seperate campaign this issue should not occur. 

 

Also, a great way to organize campaigns that are created by different users is to create folders on your my campaigns page. 

You can find directions on how to do so here.

 

I hope this was helpful to you. Let us know if you need any assistance!

Participant
I want to add myself as a user to our Constant Contact account and save my own settings. Do I need another license?