A user is an individual with a unique login to a ThankView portal. Only Admins can add, edit, and delete users.

Adding Users

1. Log into your ThankView portal and click the monogrammed dropdown in the top right-hand corner.
2. Click Settings > Manage Users > Add User.
3. Enter their full name and email address, select a permission level, and add an optional personal message.
4. Click Invite User.

Editing Users

1. Click the monogrammed dropdown in the top right-hand corner.
2. Click Settings > Manage Users.
3. Select the name of the user you'd like to edit.
4. You may edit their name or permission level.
5. Click Update.

Deleting Users

1. Click the monogrammed dropdown in the top right-hand corner.
2. Click Settings > Manage Users.
3. Select the name of the user you'd like to delete.
4. Click Delete.

Permission Levels

• Admins have full access. They can create, record, and send campaigns, view and export metrics, and manage users and other settings.
• Creators can do almost everything Admins can do, except manage users and other settings.
• Senders can schedule and send campaigns. They cannot edit campaign settings or content, but they can send tests and approve sends before scheduling.
• Organizers can add, edit, and organize recipient information. They can view the Contacts and Lists pages, allowing them to upload recipients and create lists.
• Recorders can record and upload videos directly within a campaign or the Video Library. 
• Designers can create envelopes and landing pages, customizing the look and feel of campaigns.
• Metrics users can view and export metrics.

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If you have additional questions, please reach out to your Customer Success Representative or support@thankview.com.