Manage users
Manage the members that have access to Email Meter
You can manually invite, remove, and change the role of users from the Settings > Users page. User roles are granular so you have full control of the level of access each user has.
You can manage who can access Email Meter from the Settings > Users page.
Basics
On Settings > Users, you’ll find a list of your current users.
They are displayed in a table with the following fields:
| Field | Description |
|---|---|
| Name | The email address of the user. |
| Role | The current role of the user. |
| Access to | A short explanation of the level of access the user has. |
| Tracking | This field displays if this email address is also being tracked by Email Meter. |
At the top, a badge displays the number of users and the maximum you can add based on your plan. If you’ve reached your limit and want to increase it, please get in touch with your Customer Success Manager.
Understanding roles
Email Meter allows you to designate different levels of access to different team members.
| Role | Description |
|---|---|
| Admin | The highest level of access in Email Meter. They can manage company settings and view email statistics from all mailboxes. |
| Manager | They can view email statistics only from a designated set of mailboxes. They don’t have access to company settings, nor the ability to add or remove mailboxes. For example, you can use this role to give a Sales Manager access to the email statistics from their Sales Reps only. |
| Viewer | They can view statistics from their own mailbox and nothing else. If you provide someone with this role, their mailbox would need to be being tracked by Email Meter. |
Add users
Go to Settings > Users to add new users.
You can add new users by clicking + Add Users on the page.
When adding users, you can directly input their email addresses or paste a list. Then, choose the role type you want to assign them and click confirm.
New users won’t receive any email invitation, but will automatically be able to log into Email Meter with their Google or Microsoft login.
Remove users
To revoke access to a user, click on the three-dot icon next to their name and choose Remove user. A modal will open to confirm the action.
A modal will open to confirm the action. This modal will also give you the option to keep or remove the data related to this mailbox from your email statistics dashboard. Even if you choose to keep their historical data on your dashboard, removed mailboxes are no longer counted as a seat for limit purposes.
Removing users in bulk
You can also use the checkboxes next to the name of each user to select multiple users and remove them in bulk.
Managing roles
Admins can change the role type of any user by looking up the user in the Settings > Users page, then clicking the three dot menu and selecting Edit role.