Adding and managing users

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Users allow you to let other people log into your E-goi account with multiple access levels.

 

 

What are users?

A user is someone who uses E-goi. When you create an E-goi account, it'll automatically include a user with the name, email and mobile you provided.

If you need to grant access to other people, you can add users for each.

Example: Your company has 3 marketing analysts. You create 3 users in E-goi for each. They'll be able to view reports, but not campaigns or billing.

A user can be a:

  • Main user: The default user. Has full access to your account and can create other users. Marked with a crown icon in the user list.
  • Secondary user: Any other user you create. Their specific permissions will depend on the profile assigned to them by the main user (or by a user with "create users" permission).

A user can have these statuses:

  • Active: User validated and ready.
  • Inactive: User which was created but:
    • hasn't yet confirmed their email address
    • has an email address with delivery issues (ie. a bouncing address).

 

 

What are roles?

Roles are sets of permissions specifying a user's access level.

Roles let you restrict what each user can see and do (such as viewing contacts, managing campaigns or creating reports). They are perfect to match your E-goi account permissions to each role in your company.

Example: Your E-goi account will be used by sales managers, designers, marketing analysts and financials. You can create roles for each, limiting what they can do to match their roles.

 

 

Available permissions

User roles allow you to grant these permissions:

  • Features
    • Contact lists
      • View the Contacts menu
      • Create
      • Duplicate
      • Delete
      • Edit list options
      • Add contacts
      • Edit contacts
      • Delete contacts
      • Edit list groups
      • Export lists
    • Campaigns
      • View the Engage menu
      • Create
      • Duplicate
      • Edit
      • Confirm sending
      • Send
      • Edit campaign groups
    • Automations
      • View the Automations menu
      • Create
      • Edit
      • Delete
    • Reports
      • View the Reports menu
      • Create advanced reports
      • Export advanced reports
      • Delete advanced reports
      • Edit advanced report options
    • Pages and forms
      • View the Capture menu
      • Create
      • Edit
      • Delete
    • Tags
      • Create
      • Edit
      • Delete
      • Manage
    • Transactional
      • Transactional reports
    • Account options
      • View the Account Options menu
      • View users
      • Create users
      • Edit users
      • Delete users
      • View users' action history
      • View user profiles
      • View security options
      • Edit security options
      • View senders
      • Create senders
      • Edit senders
      • Delete senders
      • View account balance
      • Request plan or balance
      • Make payments
      • Cancel payments
      • View commissions
      • View Track&Engage options
      • Choose account limit notifications
    • API
      • Use the API
      • Run API commands (broken down by command)
      • Create API keys
      • Edit API keys of other users
  • Data:
    • Contact lists that will be visible
    • Campaign groups that will be visible
    • Senders that will be visible

 

 

Use cases

  • Marketing department: You have different marketing people for email campaigns automation and reporting. You can set up roles for "Content Creator" (access to campaigns only), "Automation Creator" (automations only) and "Analyst" (reports only) and assign them to the users you create.
  • Billing: Your financials need access to E-goi invoices and payments. Create a user plus a "Financials" role so the user will only see billing and not campaigns, automations or contact lists.
  • Internships: For interns, create a user and role "Intern" with the appropriate permissions (eg. creating campaigns but not sending them).

 

 

Requirements

All E-goi accounts include at least one user (yours). If you need more, you must have an E-goi account with a paid plan.

Important! The amount of users you can add depends on your plan. If you reach your plan limit, you can always add an extra for more users.

 

 

Costs

Editing the default user

All E-goi accounts have a default user (the one your account was created with). Editing this user doesn't incur any costs.

User roles

Creating roles for your users doesnt't incur any costs.

Adding users

To add users, you must have a paid plan. The amount of users you can add depends on the plan. If you need more users than those included in your plan, you can purchase an extra for users at any time.

 

 

Before you begin

 

Prerequisites

  • Prepare the data to create a new user, such as their email address and a strong password.
  • Decide beforehand which permissions each new user should have.

 

 

Step-by-step

 

Editing users

Editing your user

1) Click the upper-right corner menu (where you see your user icon or profile picture) and choose User info.

2) A window with your user information will appear. Make your changes and save them.

Editing other users

If you've got more than one user in your account:

1) Click the upper-right corner menu (where you see your user icon or profile picture) and choose User info.

2) A window with your user information will appear. Hit the "x" in the corner of the window to close it.

3) You'll see all users in the account. Click Edit for the user you want to modify.

4) Make your changes and save them.

Editable user data

  • Photo: Click Upload and choose a photo for the user.
  • Email: This is your E-goi login email address.
    Important:  If you change the user's email address, E-goi will send it a confirmation message to make sure it exists. The user will only change to "active" status after confirming the new email address.
  • Mobile: The user's mobile number.
  • First and last name: Their name.
  • Language: In addition to English, you can choose Spanish, Brazilian Portuguese or European Portuguese.
  • Time zone: Choose the time zone for the user. E-goi will apply it to any campaign scheduling or date-based automation created by the user.
  • Show removed contacts: Enabling this will display removed contacts in your lists with a “strikethrough effect”. If disabled, removed contacts will be hidden from view.

 

 

Creating a new user

1) Click the upper-right corner menu (where you see your user icon or profile picture) and choose User info.

2) A window with your user information will appear. Close the window and click Create user.

3) Fill in the data for the new user, including their email address (this will be their user login) and password. Hit Create.

4) E-goi will send a confirmation message to the user's email address. The user must open it and click the confirmation link to be activated in E-goi.

 

 

Creating a user role

1) Click the upper-right corner menu (where you see your user icon or profile picture) and choose User info.

2) A window with your user information will appear. Close the window and click Roles on the left-hand panel.

3) You'll see all roles. Click Create user profile.

4) Give the role a name and set its permissions. Click Save when you're done.

 

 

Assigning roles to a user

1) Click the upper-right corner menu (where you see your user icon or profile picture) and choose User info.

2) A window with your user information will appear. Close the window.

3) You'll see all users in the account. Click Edit for the user you want to assign a role to.

4) Under Role, choose the role the user will be assigned and hit Save.

You can combine roles for the same user (eg. if you have a role that allows access to campaigns only and another to billing only and you then assign a user both, the user will be granted access to campaigns and billing).

 

 

Changing the account's security settings

E-goi has a number of measures in place to ensure users abide by security best practices (such as strong passwords, hijack blocking, etc.). 

If you need to change your account's protection level, you can do so under security settings.

Important! Security settings are only available for Pro plans.

 

 

Frequently Asked Questions

 

How can I recover or change a user's password?

If you are the user and not logged in

1) Go to your E-goi account login and click Recover password. Follow the steps to be emailed a new password.

If you are logged in and your user has permission to edit other users

1) Click the upper-right corner menu (where you see your user icon or profile picture) and choose User info.

2) A window with your user information will appear. Close the window.

3) Click the options button for the user and choose Change password.

3) Type in the current and new password and confirm your changes.

 

Can I change my user language?

Yes.

1) Click the upper-right corner menu (where you see your user icon or profile picture) and choose User info.

2) A window with your user information will appear. Under Language, choose your preferred language and save your changes.

The language you choose will apply to E-goi's user interface only. For example, if your E-goi account is UK-based and a user changes their language to Spanish, the account's billing currency and payment methods will remain UK-based.

 

How do I change my user's login?

Your user's login is their email address. Hence:

1) Click the upper-right corner menu (where you see your user icon or profile picture) and choose User info.

2) A window with your user information will appear. Under Email type in your user's new email address and save your changes.

3) E-goi will send a confirmation message to that email address. Open it and click the confirmation link to reactivate your user in E-goi.

 

E-goi says my user's email address is not accessible

All users in E-goi must have a valid email address.

If the email address has delivery issues (eg. hard-bouncing), the user will need to change their email address to be able to log into E-goi:

1) When the user tries logging in, E-goi will ask them to change their email address. Type in a valid, in-use email address and hit Save.

2) E-goi will send a confirmation message to that email address. Open it and click the confirmation link to reactivate your user in E-goi.

 

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