Description
The User Management feature allows you to view all users who have access to the Exclaimer subscription and their user roles, edit user roles (subscription Owners and User Managers only), and navigate to the Manage Subscription options.
How to access it
To access the User Management section:
- Log in to your Exclaimer account using your subscription Owner or User Manager credentials and launch your subscription.
NOTE: If you have multiple subscriptions, the system will not automatically launch your subscription. Select Launch next to the relevant subscription. - From the menu sidebar, expand Configuration and select Manage Subscription.
The User Management section.
The User Management section contains a list of all users who have access to the subscription and their permissions.
The User Management section showing all users who have access to the Exclaimer subscription and their user roles.
To edit a user:
- Ensure you are signed in as the subscription Owner or User Manager. Users who are not the Owner or a User Manager will not be able to interact with the role checkboxes.
- Select the checkboxes in the named Role columns to set a user's role. A user can have a combination of roles. Each role comes with different read/write permissions within Exclaimer.
Admins: Can access and use all features in Exclaimer except purchasing or cancelling subscriptions, and changing user numbers or roles.
Editors: Can access and use a selection of features in Exclaimer. Some permissions include read-only access.
Auditors: Can use the Audit Log feature only.
User Managers: Can use the features available on the User Management screen only: add a user, remove a user, and set different roles for users.
Finance: Can download Exclaimer invoices.
NOTE: This role is only available to the direct customers of Exclaimer.
- Uncheck a checkbox to remove the role and associated permissions from the user.
NOTE: A user must be set as at least one role. Users cannot have all role boxes unchecked. - Select SAVE CHANGES.
Role changes are recorded in the Audit Log.
To do the following signature management actions:
- Add a user
- Cancel a subscription
- View the subscription details, such as the subscription ID or status
- Purchase a subscription if you are currently in a trial
Select ADD A USER. This opens the Manage screen. For more information, see Manage your subscription.
Select the bin icon on the user row to remove a user.
Select ADD A USER to access the Manage screen. Select the bin icon to delete a user.
The available roles are:
Owner - Unrestricted access.
Admin - Unrestricted access with the following exceptions:
- Accepting terms and conditions.
- Purchasing and managing payment options.
- Removing integrations.
- Deleting users.
- Signature design, management and testing.
- Configure integrations.
- Manage user data.
User Manager - Access to features available on the User Management screen only:
- Adding a user
- Remove a user
- Setting different roles for users
Finance - Access to download invoices within Exclaimer.
NOTE: This role is only available to the direct customers of Exclaimer.
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Sidebar section |
Feature | Role access |
| Configuration |
Manage Subscription >
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Manage Subscription > Invoices |
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Manage User Data >
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Manage User Data > Start Synchronization (Microsoft 365) |
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Manage User Data >
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Manage User Data > User Photos (Microsoft 365 and Google Workspace) |
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Manage Mail Flow >
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Manage Mail Flow >
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Outlook Signatures >
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Outlook Signatures > Client Side Downloads (Microsoft 365) |
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Exchange On-Premises (Microsoft 365) |
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Gmail Signatures > Start Synchronization (Google Workspace) |
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Integrations (Pro plans only) >
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Audit Log (Pro plans only) |
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Branding |
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| Signatures |
All Signatures (Microsoft 365 and Google Workspace) |
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All Signatures > |
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All Signatures >
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Signature > Manage >
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Signature > Edit design (Microsoft 365 and Google Workspace) |
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(Microsoft 365 and Google Workspace) |
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Folder > Signatures tab (Microsoft 365 and Google Workspace) Senders (Microsoft 365 and Google Workspace) Exceptions (Microsoft 365 and Google Workspace) Re-order (Microsoft 365 and Google Workspace) |
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Folder > Security (Microsoft 365 and Google Workspace) > Delete folder |
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| Campaigns |
Campaigns (Microsoft 365 - Server-Side and Client Side, and Google Workspace - Server Side only) |
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| Signatures Tester |
Signatures Tester (Microsoft 365 - Server-Side and Client Side, and Google Workspace - Server Side only) |
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| Analytics |
Analytics >
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| Troubleshooting |
Diagnostic Logs (Microsoft 365 and Google Workspace) |
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Message Capture (Microsoft 365 and Google Workspace) |
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| Account Settings |
Billing > |
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Subscriptions > |
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Subscriptions > |
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