Dotdigital

Manage users, accounts, and shared templates.

Users and teams: Manage accounts, users and shared templates

Add users to your account and assign permission levels based on the access they need.

Add a user

Learn how to grant or restrict user access to accounts and configure permissions in Dotdigital Marketing.

Manage user access and permissions

Unlock a colleague’s user account, or remove their access by disabling or permanently deleting the user.

Unlock, disable or delete a user

User permissions determine what content is visible in the Single customer view.

How users of different permissions see Single customer view data

Share programs, segments, surveys, pages, and forms, custom building blocks, as well as campaigns and templates.

Copy content to other accounts

Efficiently organise your content by copying, moving, renaming, and deleting folders across the platform.

Manage folders

Laura Russell

Gareth Burroughes

Bartlomiej Rekosiewicz

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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