User Management on the Collstream Platform

How to add users

To get users added to an account email helpdesk@esendex.com with the name of the users and their email addresses that you want adding, and a user to match their access against.

User access levels

There are two base levels of access on the Collstream platform:

  • Supervisor – Can see the activities of all other users on the account and has access to all templates
  • Associate – Can only see their own activity and only have a set number of templates

Access can also be restricted in the following ways:

  • 1-2-1 SMS access can be disabled/enabled
  • SMS free text can be locked down and users can be restricted to using templates only, this applies to both 1-2-1 and Bulk messaging
  • User’s ability to load, pause and cancel SMS campaigns can be restricted
  • Users can be limited to sending messages under 160 characters
  • The MI section can be removed from chosen users.

Any access amendments and user removals can be requested by emailing helpdesk@esendex.com.

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