The Users page displays all of the users in your account as well as their basic access details.
You can see and edit users' information by clicking on the relevant user. The user interface is organized by tabs, the first of which is the Overview page, which contains basic information about the user, and some administrative links.
You can also manage your own settings by clicking on your name in the top right of the platform. Then clicking 'Edit User Settings'.
On this page:
Overview Tab
The user overview shows details of the user set up, including the access levels the user has been granted. It indicates which Adestra communications the user is subscribed to, and lists any user groups they belong to.
Reset the User's Password
You can reset the user's password from the overview page by using the Reset password link. This will send the user an email containing a link, which is available for 24 hours, that can be used to enter a new password.
Disable the User
A user can be disabled using the 'Disable user' link. A disabled user will not be able to log in to Adestra, and the user will need to be re-enabled by an admin or account admin user in order to log in again.
Activate the User
The 'Activate user' link will be available in the overview of a disabled user. Clicking this link sends an email to the user containing a link they can use to create a new password. The link expire after 24 hours.
When a user is activated an email will be sent to any account admins to notify them of the activation.
You can edit the user account using the User Settings link in the top right of the section, or in the Settings tab.
Settings Tab
The settings page contains a form to modify a user's details; the same form is used when creating a user. When either occurs, an email will be sent to account admins notifying them of the change - so that they can ensure the correct changes have been applied.
User Details
Required user details include:
- Name: the name used throughout the system for the user
- Username: the user's log-in name
- Email: the address that any notifications, communications, or password reset requests are sent to
Time Zone
Each user is individually assigned a time zone so that the dates and times within Adestra are local to the user.
Password Expiry
Note: This is an On Demand feature. If you would like more information about this feature, contact your account manager.
After a given period of time a user's password will expire, requiring them to update it. Should you want to customise when passwords expire, this can be set up on your account.
The expiry time is defaulted to 60 days, however this can be changed for individual users within the user settings. The value must be an integer and the available time period is available in hours/days/weeks/months and years.
Note: Once enabled, this feature may affect API calls, and is likely to request that users update their passwords immediately.
Account-Wide Administration Rights
The three functions (admin user, account admin, and data admin) allow different combinations of administrative duties and platform access.
These rights also work alongside permissions, and so Admin user abilities are defined by these, too.
Note: If creating users that are restricted to particular workspaces, these settings should not be used.
Admin user
Rollover information text: Grants full admin access to all workspaces, projects and campaigns
Enables permissions setting at Workspace, Project and Campaign level. And access to the Contact data tab.
Account Admin
Rollover information text: Grants access to admin section for creating and managing users and account-wide features
Gives access to the "Admin" section of the platform. This provides user based administrative duties, such as creating new users and changing their account wide permissions and settings.
Data Admin
Rollover information text: Grants ability to create and manage core/data tables and access data anywhere within the account
Enables full access to data management (e.g. core tables, data tables, lists, etc.). Note that users with Data Admin will still need to be granted access to workspaces to access data from the platform.
Note: API users with Data Admin will have access to all data in the platform, regardless of workspace access.
Admin Right Functions
The following table represents the actions possible for each of the Admin Rights. If you are set as an Admin you will have access to all workspaces, regardless of your workspace permissions; however, if you are either an Account Admin or Data Admin you require a workspace permission of view, or higher, for workspaces to be visible.
| Admin Rights | |||
| Action | Admin | Account Admin | Data Admin |
| Create Core Table | Yes | ||
| Create Data Table | Yes | ||
| View Contact Data Tab | Yes | Yes | |
| Edit Core Table Settings | Yes | ||
| Edit Data Table Settings | Yes | ||
| Download List Data | Yes | Yes | Yes |
| Access Admin Tab | Yes | ||
| Access to Integrations Tab1 | Yes2 | ||
| Create User | Yes | ||
| Disable User | Yes | ||
| Access to Permissions Tabs3 | Yes | Yes | |
| Create Workspace | Yes | Yes | |
| Deactivate Workspace | Yes | ||
| View Inactive Workspaces | Yes | Yes |
1 The integrations tab needs to be added to your account for use, please talk to your account manager should you wish to have it.
2 Also requires you to have Account Admin status, as the Integrations Tab is found in the Admin section.
3 Tabs available at workspace, project and campaign level. Also found in the admin tab for Account Admins.
Note: This functionality is based on View workspace permissions. Any other actions that are available in the system are provided by, or mirror, workspace permissions.
Mailing Preferences
Depending on their mailing preferences, users may receive communications from Adestra, for example maintenance announcements and information about new features and services.
Access Restrictions
IP restrictions
Using IP adresses, restrictions can be placed on a user to determine where and how they can log in to Adestra, such as granting access from a specified IP address or from any IP address that can be verified by an authentication email.
By default, the user will be granted access from any IP address, but you can activate any restrictions applied to the user by selecting 'Restrict access by specifying a set of allowed IPs.
For more information on how to add and manage such restrictions, refer to the Access Restrictions topic.
API Access
Note: This is an On Demand feature. If you would like more information about this feature, contact your account manager.
An API user can have read-only access, write-only access, or read/write access; there is also the option to restrict signing in to the interface.
- Enable API access lets you turn on/off access to the API.
- Read access lets you get/search/all methods available.
- Write access lets you update data, such as adding a subscriber to a list.
- Prevent user from logging in to Adestra web interfacedisables the ability to log in to the Adestra interface.
Note: Invalid access to a method will result in a 302 faultCode being returned.
Login History Tab
The login history page provides a back-dated record of the user's access to Adestra.
Each login record shows the IP address the user logged in from, and the date and time of the log in.
Features Tab
The features page provides a means to enable and disable configurable features for individual users.
This list contains the features that are set up to be configurable in your account. There are a number standard features that will be turned on by default within your account that will not appear in this list. If you wish to be able to configure other standard features please contact your account manager.
You can enable or disable features using the relevant drop-down boxes on the left hand side.
Permissions Tab
The permissions page enables you to easily view and adjust the workspace permissions of users, for the whole account.
There are three types of permissions; Admin, Normal and View, which allow different degrees of access and management within workspaces. There is also a 'None' option which can be selected to revoke any access a user already has.
By default, users will not have any permissions and therefore they will not be able to see any of the workspaces.
There are further configurable options available to users too if required, these are applied by us so it's important to note that the set-up of user permissions can vary.
Admin
The 'Admin' permissions allow you to create and change the settings of projects as well as being able to change project user permissions for others within the workspace.
Normal
Normal users can:
- Create campaigns.
- Create and import to lists.
- Edit their settings.
- Launch campaigns (only if they are the owner of the object).
View
View users have restricted functionality within Adestra. They are unable to create or delete features within the system, change their settings or options. Within the Data tab the 'View' user is able to see the lists, unsub lists, exports and sources within the workspace but is unable to create them.
Note: A 'View' user is able to create presets and forms, however they are unable to assign them to anything.
None
You are also able to 'Remove User Permission', this will delete current workspace permissions and the user will no longer have access to that workspace.
Permissions to Specific Areas
The permissions page when within a workspace, project or campaign is slightly different to within the Admin tab.
The three permissions types remain but instead of a menu to select the permissions from you can add and revoke specific access using the buttons available below the list of users.
These permissions take precedence over those in the Admin tab, allowing for granular permission setting.
FAQs
Can I create an Adestra user?
Yes, if you have 'Account Admin' rights, you can add new users using the 'Create User' link of the 'Users' page. From there, you can create a new user.
Can I delete an Adestra user?
No, once a user has been created, although they can be disabled, they can never be fully deleted from the system.
How many active users can my account have?
The number of active users you are allowed will depend on your account setup, please contact your account manager for more information.