Managing Users

Learn PoliteMail user roles—SysAdmin, Admin, Manager, and User—with access levels for content, lists, reports, and sharing across teams and groups.

Learn how to create an Administrator user if you have an on-premises installation of PoliteMail.

Learn how a PoliteMail Admin can update user roles for their organization.

Learn how to add, migrate, or delete PoliteMail users, manage licenses, and transfer data securely while maintaining group roles and SSO settings.

Organize PoliteMail content by Region or Business Group to control sharing access, manage subgroups, and streamline collaboration across teams.

In order to transfer to a new user without losing their information, you will want to follow the instruction in this article:  Adding, Replacing, Migrating, and Deleting Users . ...

Learn how to control email template sharing and ownership in PoliteMail. Manage user permissions, group access, and content visibility settings.

Learn how to unlock a locked PoliteMail user, reset passwords, and send setup emails to restore access for password‑authenticated accounts.

PoliteMail Admins can reset user passwords and send setup emails securely. Follow these steps to restore access or update credentials quickly.

Users will only be able to see metric reports for messages they have sent. Only Admins can see stats for all email sends.

Learn how to manage user accounts by marking them as inactive. Inactive users can't log in, don't count toward licenses, but their content remains visible.

Manage multiple PoliteMail tenants securely. Learn how to move users, export and import content, and organize teams across separate environments.