Manage user access and permissions

Pushwoosh enables your entire team to work together within a single account, allowing team members to perform their specific tasks simultaneously.

You can invite sub-users and assign permissions based on their roles and responsibilities. This ensures efficient collaboration while maintaining control over account access.

To manage team access, assign roles, and invite new users, go to My Account → Users and groups.

Users

The Users tab displays a list of all team members with access to your account. By default, the account owner appears first, and their role cannot be changed or their access revoked.

In this tab, you can:

• Search for users by email.
• Filter users by role using the dropdown menu.
• View assigned roles for each user.
• Change a user’s role or revoke access by clicking the three-dot menu next to their email and selecting the desired option.

How to invite a user

To add new users to your account by sending them an email invitation with a verification link, follow these steps:

1. Click Invite user.

2. In the Role field, select the appropriate role for the new user.

3. Enter the user’s email address in the provided field.

4. Click Send invite to send the invitation.

The invited user will receive an email with a verification link. They must click the link and log in using the email address the invitation was sent to.

Once the invitation is sent, the recipient’s email, invite date, and status will appear in the Invites list.

Invitation statuses

Each invitation has a status indicating its current state:

• Accepted: The user has accepted the invitation and successfully joined the project.
• Sent: The invitation has been sent but has not yet been accepted.

If the invitation has not been accepted or the invitee hasn’t received it, click Re-send to send it again after an hour.

To revoke access, click the three-dot menu next to the invitee’s email adress and select Revoke access.

Creating and managing roles (also known as Groups)

To manage sub-users’ access to your account, divide them into Groups. Press Create new group and give it a name.

To add users to an existing group, press Members.

Tick the checkboxes for those users you want to add to this group.

To specify actions available to the group members, press Permissions.
Here, check all permissions you find necessary, and press Save.

Permissions

There are four types of sub-user permissions in Multi-login Accounts:

• Account Management permissions for managing the main account settings; visible for the Account Owner only,
• Features permissions for managing the features applicable to all apps in the account,
• All applications permissions for managing all apps in the account,
• App-specific permissions for managing a particular app.

Let’s take a closer look at each of these types.

Account Management permissions

Account Owner has access to all the account including managing Users and Groups.

• Manage Users for managing Users and Groups page, inviting sub-users to the account, and editing permissions.
• Manage Subscription for managing Payment Methods, viewing Payment History, and using Promo Codes.
• API Access for creating, changing, and deleting API Access Tokens.
• Domain and Email Verification (available only for accounts with Emails enabled) for adding, verifying, and deleting domains and email addresses.

Look at the table of which sections of Pushwoosh Control Panel can be viewed and edited with Account Management permissions granted:

Features permissions

• See Tags / Filters / Rich Media / Email Templates for viewing the list of Tags / Filters / Rich Media / Email Templates and applying them everywhere they’re needed.

• Modify Tags / Filters / Rich Media / Email Templates for adding, editing, and deletingTags / Filters / Rich Media / Email Templates.

Here’s the table of the Features permissions dependencies:

Partial access

Partial access is intended to grant permissions on viewing and editing some specific Filters or Rich Media pages, but not the others.

To allow Partial Access for a group, press the Filters list or Rich Media list button.

Here, you’ll see the list of all Filters (or Rich Media pages) created on your account. Check those you’re going to give the group access to.

All applications permissions

• See Applications for viewing Applications page and all apps’ sub-pages in the account. Sub-pages include Triggered Messages, Campaigns, Push Presets, etc.
  See Applications also allows viewing Application Groups and their sub-pages: Send Push, Campaigns, Push Presets, Deep Links.

• Modify Applications for adding, configuring, and deleting apps, and managing all apps’ sub-pages as well. Modify Applications includes modifying all sub-pages except for Send Push, Send Email, and CSV Push.
  Modify Applications also allows managing Application Groups and their sub-pages: Campaigns, Push Presets, Deep Links.
• See Messages for viewing the Message History and Statistics.
• Send Messages for sending pushes and emails to all apps in the account (Send Push, Send Email, CSV Push sections).
• Cancel Messages for deleting scheduled but unsent pushes.

The following table represents which permissions are required for viewing and editing each specific page of Applications section:

App-specific permissions

In case you want to give sub-users access to a particular app (or apps) instead of all the apps in the account, use App-specific permissions. They can be found in the Application Permissions section of each app in your account. App-specific permissions give the same rights as corresponding All applications permissions do but for this particular app and no others.

If you don’t enable See Applications for a group of sub-users, you still can give this group access to any app separately.