Permission Types
User: A normal user, capable of performing all the usual functions in SourceWhale.
Super User: All the permissions of a user, plus the ability to add contacts to teammate's campaigns.
Alias: Extra email address from which to send from whilst using your main account. These accounts do not have access to the platform.
Viewers: For managers/members of the team who want to access SourceWhale in a view-only capacity but not use the functionality of the platform.
Admins: Every team in SourceWhale has an admin. Admins can be a User, Super User, or Viewer depending on how they want to use the platform, and they have the ability to add and delete users from the admin panel.
Note: If you are Super-User and an Admin, you will be able to edit your teammate's campaigns.
How to add users and set permissions
Whilst on the SourceWhale application > go to your profile > click on your name > click admin, in order to take you through to the admin page.
Once on the Admin page, click on 'Add User' > input the corresponding email address > select the type of user that you want to add (User, Super User, Viewer, Alias) > click save.
Deleting a User
Whilst on the Users table on the admin panel simply navigate to the user you would like to delete and click on the 'X' symbol in order to delete that user.
How to change a user from one permission type to another
Step 1
Navigate to your initials/image > Admin.
Step 2.
Select the dropdown.
Select the type of permission you want to change the user to (User, Super User, Viewer, Alias).
How to transfer data from one user to another user in your team
If you remove or add a user and would like to transfer campaign and project data to another user, you can do this by clicking the arrow icon.
How to add additional user seats
If you would like to add an additional user or alias seat to SourceWhale, go to the Admin page. Click on the blue Add Users icon at the top right, enter the new user's email address, and set their permissions. Then enter how many user seats you would like to add. The added seats will reflect on your invoice.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬