Permission Types
User: A normal user capable of performing all the usual functions in SourceWhale.
Super-User: All the permissions of a user, plus the ability to edit teammate's campaigns and send from them.
Viewers: Can see everything a user can see but can't make any changes.
Alias: An account from which another account can send emails. Cannot access SourceWhale itself.
Admins: Every team in SourceWhale has an admin. Admins can be a User, Super User, or Viewer, depending on how they want to use the platform, and they can add and delete users from the admin panel.
Note: If you are a Super-User and an Admin, you will be able to edit your teammate's campaigns.
How to add users and set permissions
Click your initials or profile picture in the bottom-left corner.
Click 'Admin'.
Click 'Add User'.
Input the corresponding email address, select the type of user you'd like to add (e.g., User, Super-User, Viewer, or Alias), and click 'Save'.
Deleting a User
Whilst on the Users table on the admin panel, simply navigate to the user you would like to delete and click on the 'X' symbol to delete that user.
How to change a user from one permission type to another
Navigate to your initials or profile picture and click Admin.
Select the 'User Type' drop-down menu.
Select the permission you'd like to change the user to (e.g., User, Super-User, Viewer, or Alias).
How to transfer data from one user to another user in your team
If you remove or add a user and would like to transfer campaign and project data to another user, you can do this by clicking the arrow icon.
How to add additional user seats
Click your initials or profile picture in the bottom-left corner and select 'Admin'.
Click on the blue 'Add User' icon in the top-right corner.
Enter the new user's email address and set their permissions.
Enter how many seats you'd like to add.
The added seats will be reflected on your invoice.
How to search by name or email, filter by group, or download a CSV of the users
You can also search by name or email using the search bar at the top of the screen, filter by group using the 'Filter by Group' down-down menu, or download a CSV of the users.
How to create groups
Navigate to your profile picture or initials in the bottom-left corner and click 'Admin'.
Scroll down to Groups.
Click Create in the bottom-right corner to create a group.
Type in the group name and click the Users drop-down menu to select the users who will be part of the group.
Click Save.
How to view and remove user invitations
Navigate to your profile picture or initials in the bottom-left corner and click Admin.
Scroll down to Invitations to see who has been invited to your SourceWhale account.
Click the red X next to the user's name if you'd like to delete the invitation.
You can also download a CSV of the invitations by clicking the Download CSV icon in the top-right corner.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬