Email Workspace Users

Users shows accounts and roles inside the email campaign workspace. Review the role, email address and last-login information when organizing campaign access. Mango9 opens this workspace through your CRM sign-in.

1. Use Manage Users in the main CRM to add the staff and buyers who work in Mango9. Assign their CRM permissions and extensions there.
2. When you need separate email-workspace access, review the Users and role controls available to your workspace account.
3. Use the user role to choose which campaign tasks a person can perform, and the list role to organize access to audiences.
4. Review access when responsibilities change so the people preparing, reviewing and sending campaigns have the appropriate tools.

A marketing assistant can prepare content, a manager can review the audience and offer, and sales staff can continue the replies through Mango9. CRM agents and buyers still use their main Mango9 account for leads, extensions, calls and texts.

The Campaign workspace account maintains the Mango9 connection. Keep it available when organizing additional workspace users.

• Manage CRM users →
• Agents →
• Buyers →
• Email campaign setup →