The SARE system allows you to easily manage users through the administration panel. You can create new user accounts and edit existing ones. This gives you full control over permission levels for employees in your organization.
Creating a new user
To create a new user in the SARE system, follow these steps:
- Log in to your SARE panel and go to your account. Click on your username and select “My Account”.
- Click on the icon for adding a new user.
- Fill in the fields on the new page, entering the following information:
- E-mail address – will also be the user’s login.
- Password – enter a temporary password that the user will have to change the first time he/she logs in.
- Language – select your preferred system language.
- Zone – specify the time zone in which the user will work.
- Permissions – choose one of the predefined permissions or customize them as needed.
- Groups – select the groups you want the user to have access to. If you do not select any, the user will have access to all groups.
- Confirm the data by clicking the “SAVE” button.
Edit permissions of existing users
Under the “Manage Users” tab, you can edit the permissions of existing users. Here are the available options:
- Add a user based on an existing one – creates a new user based on an existing one, preserving permissions and settings.
- Change password – resets the user’s password, requiring a change after the first login.
- Edit – allows editing language, user zone and group access.
- Permissions – allows you to change user permissions to predefined or customized.
- Copy permissions to – copies the permissions of the selected user to another existing user.
- Delete – removes the user from the system.
Description of powers
Here is a description of the different levels of authority in the system:
Own
The user defines for himself what resources he has access to.
Administrator
Access to all functionalities of the SARE system and full control over groups.
Editor-Manager
Ability to manage mailings, export addresses, report on campaigns and other related activities.
Editor-Manager (without posting)
The same powers as the Editor-Manager, with the exception of the ability to dispatch.
Manager
It can view reports, manage groups, import addresses and use the SMS function.
Editor
It can create mailings, view reports, manage campaigns and use advanced mailing features.
Analyst
It can analyze campaign reports, manage mailings and use other analytical functions.
Invoice
It has access to general preferences, campaign reports and other invoice-related functions.
Login history
In the section “Preferences” → “User Management” you will find the login history of users. By clicking on the “more” icon, you can see login details such as:
- IP address – from which the login was made.
- Login time – date and time of login.
- Time of last activity – date and time of the user’s last action in the system.
- Logout time – date and time of logout.
- Duration – the time between logging in and logging out.
- Location – estimated based on IP address.
With the login history, you can track who accessed the system and when, which enhances the security of your data.