Multiple Users & Permission role

Your team members must be invited to join the Taximail account so everyone can start working together. As an Account Administrator, you can invite users and assign the level of users. And can also change the level of users later or cancel the access if the user is not eligible to access your account.

At the Users & Roles menu in your Taximail account. Will display user details including names, email addresss and user levels that have the right to access your Taximail account. Account Administrator can send a new invitation, see the invitation to proceed, change the user level, and canceled access at any time.

In this article, you will learn about the differences of users and how to manage them.

• User level
• Compare user level permissions
• Invite a new user
• Change user level
• Delete user

User level

You can add users and assign 6 levels of access to Taximail features for each user.

• Account Administrator: Acts as the primary contact and can proceed with everything in the Taximail account.
• Operation Officer: Perform everything related to List/Subscriber, Campaign, Transactional and Template.
• List Manager: Manage lists and contacts within the list. As well as being able to download contacts in your Taximail account
• Campaign Manager: Manage Campaign, Template, View report and download them as a file. Including approval of campaign send.
• Campaign Editor: Manage Campaign, Template, View report and download them as a file. But unable to send the campaign.
• Inspector: Download contact list in your Taximail account, view Campaign and Transactional reports. And can be downloaded in the file format.

Compare user level permissions

Note: If you enable BizChat feature, you must assign access to BizChat with users. Please see the BizChat manual.

Invite a new user

1. In your Taximail account, click the Settings > Users & Roles menu.
2. Click the button on the bottom right.
3. Enter the details in the fields provided, and click the Send invitation button.
   • Email address: Email of the invitee
   • Name: Name of the invitee
   • Role: Choose the user level or Permission: then put a permissions that allow this user to access the custom.
   • Set expiration: Set an expiration date for joining this user's account.

4. The system will send an invitation to ask the invitation to join your Taximail account, which the invited can create a new password or log in with an existing Taximail account. And to protect the account that has many users better. Suggest to increase the Two-factor authentication settings in your Taximail account.

Note: You can invite a new user to join your Taximail account up to 20 people.

Change user level

1. In your Taximail account, click the Settings > Users & Roles menu.
2. Click the user name that you want > Click Role & Permission

3. Choose to change any following information:
   • Role: Choose the user level or
   • Permission: Then put a permissions that allow this user to access the custom.
4. Click the Apply button to save.

Delete user

Account Administrator can cancel the access to the Taximail account of other users at any time. But if the Account Administrator wants to cancel own access, it is necessary for other Account Administrator to proceed instead.

1. In your Taximail account, click the Settings > Users & Roles menu.
2. Click the button of the user you want and click Remove user.

3. Click the Delete button in the popup to confirm.