Working with Users

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Working with Users

There are three types of Unbounce users:

  1. Viewers can view all published and unpublished pages/Popups including stats, view leads, but they can't make any changes to the pages. This is a great option for allowing users to preview your pages.
  2. Authors can do everything Viewers can do, plus they can edit and manage pages/Popups. They have access to the pages and settings of the Client you're working in, but not Users, Domains, or billing information. (Note: Authors can add/edit Users and Domains on 2017 plans and above.)
  3. Owner/Administrators can do everything Authors can do, plus they can edit and manage Users, Domains, and billing information in a particular Client.

For a full breakdown of user permissions please see this table.


Adding a New User to a Client

Follow these steps to add a new user to a client (note that only owners and administrators can do this):

  1. Navigate to the Page Overview screen of the Unbounce Builder.
  2. Ensure that you are on the client where you'd like to add the user by confirming the client name at the top left-hand corner of the page. 
  3. Select the Users tab on the left-hand side of the page. A new page will appear.
  4. Click the green Add a User button at the top left-hand side of the page. A new dialog box will appear. 
    add-a-user.png
  5. Enter the email address for your new user, select a role (Admin, Author, or Viewer), and then click the Add User button at the bottom right-hand side of the dialog box.
    add_a_user_dialog_box.png
  6. Your new user will receive an email inviting them to join your client, and invitations will show under the Pending Invitations tab until they've been accepted, at which time their email will show under Active Users.
  7. If you need to re-send, or cancel and invitation, click on the Pending Invitations tab then choose the email address you'd like to make changes to. Click the cog addclientcog.png menu on the right of the email address to re-send or cancel an invitation.
  8. add-a-user-pending.png

Modifying a User

Follow these steps to modify a user's status within a client (note that only owners and administrators can do this):

  1. Ensure that you are on the client where you'd like to add the user by confirming the client name at the top left-hand corner of the page. 
  2. Select the Users tab on the left-hand side of the page. A new page will appear.
  3. On the new Users page, select the Active Users tab then choose the email address you'd like to make changes to. Click the cog addclientcog.png button to the right of the user's name and select Change Role from the drop-down menu. A new dialog box will appear.
  4. add-a-user-change-delete-menu.png
  5. In the new Change (User's) Role dialog box, select the radio button for the role you wish your user to have and then click the Change Role button at the bottom right-hand corner of the dialog box. 

  6. add_a_user_change_role.png

Removing a User

Note

Only Owners and Administrators can remove a user.

Follow these steps to remove a user from a client: 

  1. Ensure that you are on the client where you'd like to add the user by confirming the client name at the top left-hand corner of the page. 
  2. Select the Users tab on the left-hand side of the page. A new page will appear.
  3. On the new Users page, select the Active Users tab then choose the email address you'd like to make changes to. Click the cog addclientcog.png button to the right of the user's name and select Remove from Client from the drop-down menu. A new dialog box will appear. 
  4. add-a-user-change-delete-menu.png
  5. Click the OK button in the dialog box. The user should disappear from your Active Users tab. 

Removing an Admin

  1. Click your name in the top right-hand corner, and then select Account Management from the drop-down menu. A new page will appear. 
  2. Select Users from the left-hand side of the screen. A new page will appear. 
  3. Find the name of the user that you'd like to remove from admin status.
    1. If you'd like to keep the user but revoke admin rights, click the cog addclientcog.png menu beside their name and select Revoke Admin Privileges
    2. If you'd like to remove the user altogether, click the Remove User button beside their name. 

add-a-user-remove-admin.png


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