When you set one user to manage another, this creates a hierarchy. This means that, for example, 'Team Member' accounts being managed by that user will be able to switch into each other's accounts, and select those accounts from filters, drop-downs, and other areas where other user accounts can be accessed. However, any 'Client' accounts being managed by that user will still only be able to access and view their own account.

We've provided some additional examples of how you can set up hierarchies or give access to other user accounts below.

Get started

1. When setting up a new user or editing an existing user, select the Workflow tab on the left.

   Tip: Check out the overview of user types article to understand the different options.
2. In the 'Managed by' field, select the account you wish to have oversee the account. They will be able to access this account and all its activity.
3. If desired, you can grant an account access to accounts they otherwise would not be able to see.

4. Click the Update User button to save your changes. 

   

   Note: If you set up one user to Manage another user, this will affect the User Group of the account being Managed.

Examples

For example, let’s say in your company, CEO Agency Europe, you have a Team Member, Romy Dumas, and they need to manage the Client accounts Harmony Studio and WealthOne.

1. Set the user, Romy Dumas, to be “Managed By” field to be the company account ('CEO Agency Europe', the highest level in the hierarchy).
2. For the Client account 'Harmony Studio' and set the “Managed By” field to be Romy Dumas.
3. For the Client account 'WealthOne' and set the “Managed By” field to be Romy Dumas.

Now, when the Client accounts 'Harmony Studio' or 'Wealth One' logs into Sendible, they’ll only see their dashboard.

When the Team Member, Romy Dumas, logs into Sendible, they'll see their account and the Client accounts assigned to them.

And the Admin account, CEO Agency Europe, can see all accounts, including other Admins.

Have more questions?

We'd be happy to help!

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