Deep Dive into Account Management

Every week the Customer Success and Customer Support teams come together to walk through tips and tricks around Sendible's dashboard. If you're unable to join our weekly Webinars, watch back in your own time and you don't have to miss a thing.

This article outlines all the Sendible Webinars around account management.

Deep Dive Tips and Tricks for Admin Users

Are you an Admin within Sendible? Being an admin gives you some pretty cool abilities to help manage your account. You can see content across all users within your calendar at any given time. You can even switch into other user's dashboards without having to log out and back in as them. Join our Customer Success Manager, Heather and Support Agent, Costa as they review a few of our best tips and tricks for our Admin users.

In this 30-minute webinar, they'll cover the following topics:

  • Admin user permissions
  • All of our best tips and tricks

This session will end with a 15-minute live Q&A focused on using your admin account to it's full benefit.

Want to jump to a specific chapter:

  • Subscription details - 3:09
  • Managing users - 5:51
  • Share profiles in bulk - 12:03
  • Switching into user dashboards - 14:07
  • Managing other user preferences - 17:56
  • Switching main admin user - 20:00
  • Q&A - 25:24

Deep Dive into Sendible's User Setup

Join our Customer Success Manager, Heather and Support Agent, Costa as they walk you through the ins and outs of setting up your team and clients in Sendible.

In this 30-minute webinar, they'll cover the following topics:

  • The different user types
  • Setting up hierarchies
  • Creating and assigning permissions

This session we will be focused on these functions within our user management setup and will end with a 15-minute live Q&A.

Want to jump to a specific chapter:

  • Accessing the user setup - 1:27
  • User setup and settings - 2:18
  • User permissions - 6:45
  • User status - 8:33
  • Q&A - 10:36

Deep Dive into Sendible's User Preferences

Do you need to update your notification or publishing preferences in Sendible? You can do so directly from your dashboard! Join our Customer Success Manager, Heather and Support Agent, Faranaaz as they review all of the options you have within your user preferences.

In this 30-minute webinar, they'll cover

  • Personal Settings
  • Notification Settings
  • Publishing Preferences
  • System Settings

This session will end with a 15 minute Q&A focusing on your user preferences.

Want to jump to a specific chapter:

  • User preferences - 2:18
  • Personal settings - 3:01
  • Notification settings - 4:37
  • Publishing settings - 6:18
  • System settings - 10:56
  • Q&A - 12:50

Deep Dive into Sendible's Permission Groups

Do you have some users who should have access to reporting but then some who shouldn't? On our Large and White Label Plans you can use Permission Groups to designate what users have access to. Join our Customer Success Manager, Heather and Support Agent, Peter as they walk you through setting up and assigning different Permission Groups.

In this 30-minute webinar, they'll cover the following topics:

  • How to create a Permission Group
  • The settings available within a Permission Group
  • How to assign a user to a Permission Group

This session will end with a 15-minute live Q&A focused on using Permission Groups within Sendible.

Please note, Permission Groups are only available on our Large and White Label plans.

Want to jump to a specific chapter:

  • Permission Groups - 3:05
  • Create a new permission group - 4:43
  • Assign permissions to users - 6:34
  • How to edit permission groups - 8:29
  • Q&A - 10:24

Deep Dive into Sendible's Help Center

Have a question and looking for a quick answer? Sendible's Help Desk is available 24/7 and has TONS of resources available for you and your team. Join our Customer Success Specialist, Coral and Support Manager, Shanaaz as they review all the benefits of using our online Help Desk.

In this 30-minute webinar, they'll cover

  • How to access the Help Desk
  • What to do once you're there
  • How to ask for more help
  • Live Q&A

Want to jump to a specific chapter:

  • Sendible Help Center - 2:03
  • Feature Ideas - 9:23
  • How to create a support ticket - 13:08
  • Q&A - 16:00

 

Would you like to join our Webinar to have your questions answered on a specific topic? Register now to our upcoming events.

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