What are 3 types of user permissions you can choose from in QuickBooks online when adding new team members to your firm?

Mailchimp accounts have up to 5 user levels: Owner, Admin, Manager, Author, and Viewer. Each level has different permissions that impact their role within the account.

All accounts have an Owner, and your pricing plan determines the number of additional user seats and levels available to you.

In this article, you'll learn about the different user levels and how to grant and revoke account access.

User levels

User LevelDescriptionPlan Type Requirement
Owner The Owner serves as the primary contact for the account. Owners can perform all actions in the account, including inviting new users, editing billing information, and closing the account. Any plan
Admin The Admin has the same permissions as the Owner. Essentials, Standard, or Premium
Manager The Manager can create and send campaigns, import audiences, and view reports, but can't view billing information, export audiences, or close the account. Premium
Author The Author can create, edit, and delete campaigns and templates, and view reports. Standard or Premium
Viewer The Viewer can view reports in the account. Standard or Premium

Note

  • You can transfer ownership of your account at any time. To do this, you must be an account Owner or Admin.
  • Depending on your user level, certain account pages and features may look different or be inaccessible. Owners and Admins have full account access.

Grant account access

The Users page displays the names, usernames, and user levels for everyone with access to your Mailchimp account. On this page, Owners and Admins can revoke access, view pending account invitations, and re-send or cancel invitation emails. Each account can invite up to 25 new account users in a 24-hour period.

To grant account access to a new user, follow these steps.

  1. Click your profile icon, then click Account & billing.

  2. Click the Settings drop-down, then click Users.

  3. Click Invite A User.
  4. Enter the email address of the person you want to grant access to, then choose an option in the User type section. Add an optional message to share instructions or other information for that person.
  5. Click Send Invite.

The email invitation asks the recipient to join your account under the user level you selected. The recipient can create a new username and password, or log in with their existing Mailchimp account. To better protect accounts with multiple users, add two-factor authentication to your Mailchimp account.

Troubleshoot a user invite

If you invite a new user to your account and they don't receive the email right away, check out these common causes for the delay and tips on how to troubleshoot each.

  • The address contained errors or was mistyped.
    Make sure you typed the correct address when you sent the invitation.
  • The email is still in transit.
    Depending on internet traffic and how busy the recipient's ISP is, it can take a couple hours for emails to arrive. This is more likely to happen around holidays and peak sending times.
  • The email is getting trapped by spam filters.
    Ask the recipient to check their junk or spam folder for the invitation email. If it's not there, it may be getting blocked at the server level. Resend to an alternate email address, or ask the recipient to talk to their server administrator.
  • The email is being blocked by a corporate firewall.
    Corporate email servers sometimes have firewalls that block certain emails for security reasons. Check if your recipient has an alternate address that you could send to, or ask them to check with their server administrator to see if they need to get Mailchimp's servers allowlisted (other providers may refer to as "whitelisted").

Change account access

An Owner or Admin can change a user's level of access from the Users page in their account.

  1. Click your profile icon, then click Account & billing.

  2. Click the Settings drop-down, then click Users.

  3. Click Edit for the user whose access level you want to change.

  4. Choose the level of access you'd like to grant the user, then click Save.

Revoke account access

Here are some things to keep in mind if you want to revoke account access.

  • Owners and Admins can revoke other users’ access.
  • Managers, Authors, and Viewers can revoke their own access.
  • Owners and Admins can’t revoke their own access.
  • To revoke Owner access, the Owner must first transfer ownership to an Admin. The previous Owner's user level will automatically revert to Admin. Once the new Owner is in place, they can revoke the previous Owner’s access, who is now an Admin.
  • An Admin’s access can only be revoked by the Owner or another Admin.
  • Every account is required to have an Owner at all times.

Revoke a user’s access (Owner or Admin)

When a user’s access is revoked from an account, any API keys they created in the account are removed. If they have access to the account through either Mailchimp for iOS or Android, they are logged out of the account in the app.

To revoke a user’s access, follow these steps.

  1. Click your profile icon, then click Account & billing.

  2. Click the Settings drop-down, then choose Users.

  3. Click the Revoke Access button for the user you want to remove.

  4. In the Delete User pop-up modal, click Delete User.

When you leave an account, your profile is permanently deleted and you can no longer access the account. If this is the only Mailchimp account you have access to, your username and password will stop working on the login page.

To revoke your own access, follow these steps.

  1. Click your profile icon, then click Profile.

  2. In the Connections and notifications section, find the account you want to leave, then click Leave Account.

  3. In the Are you sure? pop-up modal, click Leave Account.

Compare user level permissions

Account actions

User ActionAdminManagerAuthorViewer
Invite users
Revoke account access
Set user access level
Require two-factor authentication
Change billing information
Change company/organization name
Add or access API keys
Check/reconnect integrations
Referral program
Account export
Close account
Add files to content studio

Audience actions

User ActionAdminManagerAuthorViewer
Create audiences
View audiences
Audience export
Audience import
Add contacts
Delete contacts
View segments
Edit audience settings
Archive contacts

Email design

User ActionAdminManagerAuthorViewer
Create or import templates
Edit templates
Create campaigns
Edit campaigns
Send/publish campaigns
Pause/unpublish campaigns
Delete campaigns

Reports

User ActionAdminManagerAuthorViewer
View reports
View abuse reports
View campaign statistics
Use conversations
View recipients
Top locations
Contact details
Open details
E-commerce product activity
Domain performance

Ads

User ActionAdminManagerAuthorViewer
Create campaign
Place order
Get order information
Pause/unpause campaign
End campaign
Replicate campaign
Publish campaign

Websites

User ActionAdminManagerAuthorViewer
Create your website
Publish/unpublish your website
View report

Stores

User ActionAdminManagerAuthorViewer
Create your store
Enable/disable your store
Add/Update a product
View products
Hide/Unhide a product

Appointments

User ActionAdminManagerAuthorViewer
Create Service
View Service
Edit Service

Landing pages

User ActionAdminManagerAuthorViewer
Create campaign
Publish/unpublish campaign
Replicate campaign

Postcards

User ActionAdminManagerAuthorViewer
Create campaign
Place order
View report

Domains

User ActionAdminManagerAuthorViewer
Verify a domain
Connect a domain
Purchase a domain

Customer Journeys

User ActionAdminManagerAuthorViewer
Create Customer Journey
View Customer Journey
Edit Customer Journey
Turn on/pause/turn back on

Mailchimp Inbox

User ActionAdminManagerAuthorViewer
View messages
Leave comments
Send messages
Toggle user notifications

Surveys

User ActionAdminManagerAuthorViewer
Create survey
Edit survey
Publish survey
Delete survey

What are the 3 types of user permissions in QuickBooks online when adding new team members to your firm?

When you assign the standard user role, QuickBooks lets you choose the user's access rights. You can choose to give them all access, limited access or none.

What are the 3 status options in QuickBooks online?

When you have books in progress, an icon will show your status for each step of the month-end review process: transaction review, account reconciliation, and final review.

What are the 3 main categories of usage limits in QuickBooks online?

Chart of accounts: All plans (250) and Advanced (no limit) Time tracking-only: Simple Start (0), Plus and Advanced (unlimited time tracking) Reports-only: Simple Start and Essentials (0), Plus and Advanced (no limit)

What are 4 options you can access via accountant tools in QuickBooks online?

Learn about accountant tools Reclassify transactions: Edit or move multiple transactions at once. Write off invoices: Cancel and zero-out bad invoices that won't get paid. Undo reconciliations: Reset a reconciliation and start over fresh. Reporting tools: Set default date ranges and filters for financial reports.

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