User Account Management

PostUp administrators (with the appropriate privileges) may create user accounts through the combination of a unique email address and password. Through the PostUp user interface, administrators may assign and restrict site privileges on a per user basis. Please use a valid email address for the user ID. PostUp configures system notifications using this address and will send test messages to the user’s login by default. Most clients use their company email address as their user ID.

 

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Note: Your account settings determine your level of system access. If several of the options and/ or processes outlined in this document are not available, please contact your site administrator.

 

Creating a New User

  1. Once logged in, click on the Settings tab.
  2. Click the User Management link. The Manage Users page will appear.
  3. Click on the Create Admin link under Options. The User Setup page will appear.

  4. Configure the account as desired and click Save. Review the tables below for more information about each of the options on the page.
Email Address User’s valid email address. This will be the user’s PostUp user ID. Note that this is case-sensitive and login entries must match initial input. For example, if the administrator sets up the username as HGarcia@PostUp.com, hgarcia@postup.com will be an invalid entry.
Password

Strong password that meets the following criteria:

  • be at least 9 characters long
  • contain at least one upper case and one lower case letter
  • contain a digit
  • contain one of the following symbols: ~!@#$%*&{}?
  • not contain your username as a substring
  • not match a previously used password
Force Password Change

Check this box if the user needs to change their password upon initial login.

Allows administrators to create temporary passwords for new users. Users then have the ability to change their passwords to an individual, secure password.

Mobile Phone

User’s mobile phone number. PostUp will use this number in the event the user needs to send him/ herself a SMS test message.

This option is only available to clients utilizing SMS.

Admin Type

Select from one of the following levels of access:

  • Site Admin: provides site-level access. This option allows you to view all elements of site, depending on your permissions.
  • List Admin: provides access to one or more lists for a single site on a system. A section to select and restrict the user to specific mailing lists will appear if the administrator selects this admin type.
  • Brand Admin: provides access to one or more brands and anything associated with a specific brand, i.e. lists, reports
Comment

Enter any additional information about the user account into this field.
Time Zone Adjusts the displayed times throughout the user interface according to the selected time zone. Mailings scheduled by a user will deploy at the specified time, in their programmed time zone. This can be changed by users in the “My Preferences” setting.
Daily Sending Limit

Type in a digit to set the maximum number of sends a user can deploy each day.
Log into PostUp Allows the user to log into the PostUp site.
Log into / Access the Recipients tab

Allows the user to access the Recipient tab and look up recipient records.
Create/ Edit Admins

Allows the user to create and edit other user accounts. The user may only edit or create users at, or below his/ her administrator level.

Manage Images Enables user access to the Image Management section, located on the Settings tab.
Create/ Edit Categories Allows the user to edit or create categories on a mailing, list or link level.
Create/ Edit Content Allows the user to create or edit header, footer and reply-to content.
Configure Client Endpoints

Allows the user to create/edit FTP and Encryption configurations.
View Lists Tab Allows the user to create and edit mailing lists.
Delete Suppression Lists

Allows the user to delete Suppression Lists
Delete Lists

Allows the user to Delete and Merge Subscriber lists on the List tab

Manage Segment Definitions Allows the user to save, edit and delete segments.
Manage Dynamic Segment Set Definitions Allows the user to save, edit and delete dynamic content segment sets. These segment sets are used when defining dynamic content and dynamic subject lines during the mailing creation process.
Send to Facebook Allows the user to post content to one or more Facebook pages through the PostUp interface.
Send to Twitter

Allows the user to post content to one or more Twitter accounts through the PostUp interface.
Show Image Manager Allows the user to access the legacy image tags through the Asset Library.
Show System Folder

Allows the user to view existing dynamic content files through the site’s Content Management System and Asset Library.

This option is only available for server administrators.
Enable Content Editor

Allows using the Content Editor on the Content tab.
Send Mail Allows the user to build and schedule a mailing through PostUp.
Advanced Send Workflow

Allows the users access to the advanced workflow tabs when Simple Send is activated.
Create Mailing Without a Content Template

Allows the user to create a mailing without a content template.

Schedule Recurring Mailings Gives the user the ability to schedule a recurring mailing.
Create New Campaigns Allows the user to create new campaigns.
Create Drip Mailing Gives the user the ability to create a drip mailings.
Create Send Templates for Triggered Messages Allows the user to manage send templates for Triggered Messages.
Send to Entire Database

Allows the user to send to the entire database, in the form of a mailing list.

It is highly recommended to disable this option for users.
Configure Advanced Sending Options Enables several targeting options for the user including the ability to send to additional lists, limit the mailing by confirmation status, target by record age and block specific domains.
Enter Raw SQL From Clause During Targeting (Advanced)

Allows the user to enter raw SQL from clause fragments when creating a mailing.

Select this option for users with advanced knowledge and experience with writing SQL.
Enter Raw SQL During Targeting (Advanced)

Allows the user to insert raw SQL segments when creating a mailing.

Select this option for users with advanced knowledge and experience with writing SQL.

Create A/B Split Mailings Allows the user to perform A/B split (multivariate) tests.
Purge and Suppress Against Lists and Mailings Allows the user to purge the mailing against other mailings and lists.
Add Suppression to Reserved Mailings (Advanced)

Allows the user to specify additional suppression lists for a reserved mailing.

This option only applies to clients utilizing Inventory Management.
Configure Tracking Allows the user to configure open and click-through tracking for a single mailing.
Update Tracking Links Allows the user to update tracking links.
Use Recipient Count

Enables the Save Changes and Estimate button on the Targeting and tabs (available during the mailing creation process). The feature is also available in the Targeting Estimator on the Lists tab.
Route Mailing Output to File (Advanced)

Allows the user to “send” a mailing to an mbox-format text file. This option requires that the user also has export privileges.
Default Purge Behavior Defines the default purging behavior when cloning or creating a mailing within an existing campaign.
Cross Campaign Purge Allows the user to purge a mailing against other mailings, from a different campaign.
Use Custom Scripts (Advanced) Allows the user to select scripts for scripting extensions.
Manage News Alerts Templates Gives the user access to the News Alerts tab on the Send tab. Through this tab, the user can create, edit and delete the templates used to send News Alerts.
Send News Alerts Allows the user to deploy breaking news from the News Alerts tab, located on the PostUp navigation bar.
Show News Alert Send Confirmation Show user the News Alert Send Confirmation.
Enable Mailing for Assembled Message Audit Send Mailing for Assembled Message Audit enabled.
Edit From Address Allows the user to edit the From Address when creating/editing a mailing.
Edit Target Suppression Lists Allows the user to edit target Suppression lists when creating/editing a mailing.
Edit Target Suppression Policy

Allows the user to edit target Suppression Policies when creating/editing a mailing.
View Reporting tab Enables user access to the Reports tab.
View Domain Report

Allows the user to generate a domain delivery report for a group of mailings. This reporting option is available from the Reports tab and from the Detailed Mailing Report.
View Campaign Report

Allows the user to view reporting for mailings grouped under a single campaign.

Create/Edit Email Reports Provides the user with the ability to create or edit Email Reports. Click on the Configure Email Reports link to create or edit Email reports for the user.
Import Data Allows the user to import data into PostUp.
Import into System Fields

Allows the user to import into system fields such as Date Held, Date Optout and Date Unsub.
Import into Status Fields

Gives the user the ability to import into the Status field, if the client’s site allows this option.

Remove List Subscriptions Allows the user to perform "Remove List Subscriptions" import which can be used to remove normal list recipients.
Export Data Allows the user to export data from PostUp.
Configure Automated Exports Allows the user to create automated exports.
Export Mailing Report Lists Allows the user to download some information from the Detailed Mailing Report.
Manage Approval Groups Enables the user to create, edit and delete approval groups.
Allow approval process bypass

Allows the user to bypass the approval process.
Edit Partner Integrations Allows the user to enable and/ or disable partner integrations through the PostUp AppExchange.
Enable access to the Segment Analytics page Enables the link to create custom reports through Segment Analytics. Users may access this link on the Reports tab.

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Managing User Accounts

  1. Once logged in, click on the Settings tab.
  2. Click the User Management link. The Manage Users page will appear. From this page, users have the option to Edit, Clone, Delete or View Logs of a PostUp user account.

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