What does “Admin Access” mean? Or, how can I let my marketer access my Account?

How to enable admin access to your rezora Company or Group Admin.

Written By Danny Schaffer

Agents have the ability to control the level of access their Marketing Manager has to the account. This is completely optional, and the agent is in total control over whether or not this access is granted.

To adjust this setting:

  1. Hover over the agent profile image, then click My Account

Head to your profile image and click "My Account".

  1. Look in the right column for the Admin Access area.

Scroll to the "Admin access" area in the right column.

  1. Click the "Admin Access" drop-down menu and select “No Access”, “Manage my profile only”, or "Full access to my rezora account". To give your admin access, select the Full access option.

Click the drop down menu and select "Full access to my rezora account" to grant your admin access.

  1. Scroll to the top and click Save Changes.

Click Save Changes at the top right of the page to save the settings.

Note: Just as easily as you can enable this feature, you can revoke access by selecting "No access" in the drop-down menu, and clicking Save Changes.

What do the different settings mean?

There are several different setting options. We'll cover them here in more detail: 

No Access

This one is fairly straightforward. Your company admin's rezora account has no direct access to change items in your account. They can still manage the templates you have access to you and potentially send Company Scheduled Sends, but they cannot directly access your account.

Admin access set to "No Access" - Admin cannot manage your profile, nor access your account

Manage my profile only

This is the in-between. Company admins can help manage your profile information (visible on the left side of this page), but cannot directly "assume into" your account. This helps your admin set up your account.

Admin access: Manage my profile only - Admin can help manage profile information such as profile photo and office address. Admin does not have access to your account or contacts.

Full access to my rezora account

This allows your company admin to enter your account as if they had directly signed in (but without needing to share credentials with them). They can help manage your account on a more detailed level. They will have access to your complete contact list, marketing history, and billing history, but they will not have access to your credit card information if that is stored on your account.

Admin access: Full access to my rezora account - Admin has full access to your account. This includes access to contacts, list, sending history, and billing information.

No Access

This one is fairly straightforward. Your company admin's rezora account has no direct access to change items in your account. They can still manage the templates you have access to you and potentially send Company Scheduled Sends, but they cannot directly access your account.

Manage my profile only

This is the in-between. Company admins can help manage your profile information (visible on the left side of this page), but cannot directly "assume into" your account. This helps your admin set up your account.

Full access to my rezora account

This allows your company admin to enter your account as if they had directly signed in (but without needing to share credentials with them). They can help manage your account on a more detailed level. They will have access to your complete contact list, marketing history, and billing history, but they will not have access to your credit card information if that is stored on your account.