Partners: Adding additional user roles

Different user permissions a partner can grant to members of their team or organization

As a partner, everything you need to manage your partnership and run your business can be found right inside your Constant Contact account. This means that you can manage accounts under your partnership, run reporting, view resources, schedule email campaigns, and more, using one login.

• Available user roles for your parent and /client/client accounts
• Add a new user role to your partner account
• Add a new user role to a child/client account

Important: Sharing your username and password is a security risk. Make sure to always set up additional users so they have their own login information. There is no limit to the number of users you can add. We also encourage you to set up Multi-Factor Authentication (MFA) as an extra layer of security for your account. In addition to your password, MFA requires a secondary factor to verify your identity when logging in from a device we don't recognize.

Available user roles available for your parent and child/client accounts

If you would like to give access to other members of your team or organization, you can set their permissions so they only have access to what they need. Here are the different user roles:

• Account Manager - Can create and edit lists and campaigns, including scheduling and publishing. When the user role is granted to the parent account, Account Managers can't make purchases or billing-related changes to the parent account, but they can manage the billing for child/client accounts and edit and manage Single Billing if the partnership is using it. When the user role is granted for a child/client account, Account Managers can't access the parent account, and they can't make purchases or billing-related changes to the child/client account.
• Campaign Creator - Can create and edit campaigns, but cannot schedule, publish, or change contact lists. When the user role is granted to the parent account, Campaign Creators are able to access child/client accounts and also manage the billing for child/client accounts. When the user role is granted for a child/client account, Campaign Creators can't access the parent account, and they can't make purchases or billing-related changes to the child/client account.
• Partner Manager - Can access the tools to help you manage your partnership, but cannot access the Constant Contact product features in your parent account. Partner managers also can't access the parent account's campaigns and aren't able to copy campaigns to child/client accounts. Partner Managers are able to access child/client accounts and manage the billing for child/client accounts. This role isn't available for child/client accounts.

Important: Be mindful of which account you are adding a user role to! If you only want a user role to have permission to access a particular child/client account, their user role should be created on that child/client account.

Add a new user role to your partner account

You can add as many users as you need to your partner account. To add a new user, log in to your free Constant Contact account given to you when you became our partner, and follow the directions below:

1. Click on the profile icon in the lower-left - or the three dots if you have the left-hand menu expanded - and choose Account settings.
2. Click the Manage users tab.
3. Click the Add New User button.
   
   
    
4. Fill in the new user's email address
5.  Select the user role you want to assign.
6. Click the Send invite button to send the new user an email requesting them to set up their username and password.
   
   
    
7. (Optional) Copy the URL for the invite if you want to send it using an alternative method, like your organization's email, a text message, or chat.
   
   
    

Add a new user role to a child/client account

To add Account Manager or Campaign Creator roles to a specific child/client account, access the account through the Accounts tab in your partner account, and then follow these steps:

• Add and manage users in your Constant Contact account

Did you know? The number of user roles you can add to an account that you manage is limited based on the email plan. See the Plans and Pricing page in the child/client account for more information.

Questions?