Release Notes (7/31/15): Tiered account invitations

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  • Updated 3 years ago
  • (Edited)
Our Product Team has released into beta a new sub-account invitation process for tiered accounts. Read on to learn more about this newness, and let us know if you want to be a part of the beta group!

+ New and improved
  • The new sub-account invitation process is a beta feature for tiered accounts. With this new account creation process, you’ll see a new dashboard under Accounts in your menu. This page not only has a new look and feel but shows you more details on each sub-account. At a glance, you can view the account name, status, remaining emails left to send in trial, date activated, billing type (parent billed or direct billed) and the client username on the account. 

    We’ve made the account creation process simpler for agency clients by adding the ability to set account defaults. You can breeze through creating several accounts in one sitting, only changing the defaults when needed! 



    Give me a shout below if you're a tiered account who'd like us to turn this new feature on for you to try out! It’s in early beta, so we’d love to hear your impressions.
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Emily Hollingsworth, Alum

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Posted 4 years ago

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Meaghan, Champion

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This looks awesome and we'd love to beta test. Can you turn it on for our Mandate Media agency account? 
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Emily Hollingsworth, Alum

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You bet! You should see this live in your account now, Meaghan. :)
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Meaghan, Champion

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Hey Emily, I'm finally giving this new feature a try. Is the invite feature the only way to create a user for the a sub-account? We're used to creating the user information and then sending our own email and instructions; I'd rather continue to do that instead of using the automated invitation. Is that an option somewhere? 
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Meaghan, Champion

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Also, is there no longer a place to set the default sender name and email address? Or am I just not seeing that? 
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Emily Hollingsworth, Alum

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Hey Meaghan -- Great questions! I'm glad to hear you've been able to spend some time testing out the new process. 

You're correct, the only way to create a subaccount is by invitation. The purpose of forcing your new accounts to activate themselves is for security; we feel that subaccounts should be the ones to set their own passwords.

In light of this change, you could try sending your own introduction email to give the user a heads up that they will be receiving an activation email where they can set their password and log in to the account. This way, you're still able to send your own instructions, but the security piece is still in place. 
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Emily Hollingsworth, Alum

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As for your other question, there is no longer a way to set the default sender name and email address on behalf of your client. They can set these when they send their first mailing!
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WWC

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Hi Emily,
I just send a new subaccount invitation for an account in trial mode & when they clicked on the link to activate their account they got a message that the trial had expired, but it was the first invitation I sent. What do I do to enable them to log into their trial account?
Also, will the trial subaccounts for agencies expire in two weeks?
Thanks!
Debbie
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Emily Hollingsworth, Alum

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Hi there -- Did you send the invite recently, or did it sit in the client's inbox for a while? Those invitations do have an expiration date, but you can simply send another one! Let me know what account you're working with and I can take a look.

Currently, only direct-billed sub-accounts have a trial period limitation of 14 days, but all subs have a 500 email limit.
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WWC

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I sent the invite this morning, although before she opened that email she was trying to log into my demo account & got locked out from too many tries with an incorrect password. I wonder if that had something to do with it. It's the Kern Wellness Program account, set up in trial mode.

Good to know there's no time limit for agency subaccounts. I think the 500 email limit will be handy. Haven't had anyone try to abuse the trial account yet, although this will help make sure they don't.

Once a new account is active will I still have the ability to change the password like I can on accounts created before this invitation process was introduced?
(Edited)
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Emily Hollingsworth, Alum

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Would that be the KHSD Wellness Program account? I don't see one by the name of Kern Wellness Program. I can see the "Create invite" button next to that account. Can you try resending that invite?

Once the user has accepted the invitation, you'll see these fields available for editing in the sub-account settings:

Only the user can edit their password using the password reset message on the login page. We've made that change for increased security. 
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WWC

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yes, sorry, KHSD Wellness Program is the account.

ok, to make sure this sinks in, accounts I now create I have no way to change or reset their password for those clients. Some will be bummed, I'll emphasize the increased security aspect.

Thanks Emily!
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Emily Hollingsworth, Alum

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Hi again! Actually, I misspoke. If you click Editunder the Client Access section in the sub-account settings, you'll see the password field and can change as needed.