Description
You can add another user or remove a user from your Exclaimer subscription via User Management.
NOTE: Only the subscription Owner or a User Manager can add and remove users.
Select an option below to view the related instructions:
How to access it
To access User Management:
- Log into your Exclaimer account and launch the subscription.
- From the top menu bar, select the initials icon, then select Manage Subscription.
NOTE: If you have multiple subscriptions, the system will not automatically launch your subscription. Select Launch next to the relevant subscription.The Manage Subscription tab is selected.
- Under User Management, select Add a user. This opens the subscription management page.
Select Add a User.
Adding a user
To add an additional user to your Exclaimer subscription:
- In the User Management section, select Add a user.
The Add a user button is found in the User management section.
This opens the Add a user window.
The Add a user window.
- In Email address, enter the new user's email address.
- If required, select the checkbox to grant the user permission to change the invoice address and company details.
- Select Add to add the new user. The new user will receive an automated email from Exclaimer, allowing them to set up login details.
NOTE: New users are given the Editor role. To adjust the user's permissions, launch your subscription and select the role checkboxes for the new user in User Management. You can give your new user Editor, Admin, Auditor, and/or User Manager permissions. For more information on roles and permissions for Exclaimer users, see User Management.
Removing a user
To remove a user from your Exclaimer subscription:
NOTE: You must be the subscription Owner or a User Manager to remove/delete users from your subscription.
- In the User Management section, select the bin icon next to the user you wish to remove.
The bin icon appears next to the user role in the User Management section.
- In the warning message, select DELETE to remove the selected user. Once you remove a user, they can no longer edit and manage signatures.
The message to confirm if you want to remove the selected user.