Articles
PoliteMail User Roles
User Type defines the level of access and sharing the user has within the system. There are three types: Admin The Admin, or Administrator, has account wide access to all users, Content (templates, images, Smart Attachments, etc.), and Lists. ...
Creating the Admin User
This procedure is for On-Premise clients only. If you are a Cloud customer, your initial Administrator will be created by our team upon implementation. Once PoliteMail Server is installed and configured, you will need to create the initial Admin...
Changing User Roles
Please note that only Admins can perform this function. If you want to change a user's role (Administrator, Manager, User) go to POLITEMAIL > Account > Users . Select the user's name to open the Edit User window. Under ...
Adding, Replacing, Migrating, and Deleting Users
To perform any of these tasks, you must have Admin privileges. If you are not an Admin, please contact your local PoliteMail Administrator for assistance. Verify your Licenses To add, delete, or migrate a user there are a few simple steps to f...
Creating Groups
The concepts of Regions and Business Groups provide an additional level of control and organization for your content. Region and Business Group organization limits the scope of the sharing, such that only users within the same Region and/or Busi...
How do I send an email from a different or shared email address?
You may want users to send certain communication from a shared email address, such as hr@company.com. Shared mailboxes are a feature in Outlook, but PoliteMail allows you to define who is allowed to use specific mailboxes for measured me...
Sharing PoliteMail Templates and Content with Groups or Unassigned
The concepts of sharing and ownership allow you to control who can see and use the email templates you create or content you import such as images or Smart Attachments. Understanding Ownership By default, the user who creates the content is the...
How to Unlock Users
Unlocking a User If a user locks their account from entering an incorrect password too many times, follow the steps below: 1. Go to POLITEMAIL > Account > Users. 2. If the user is locked out, the Require Password Reset ('Enabled&...
Resetting Passwords
If you are a PoliteMail Admin and using Password Authentication as a login method, you have the ability to assign password resets to users. If you are a User or Manager, please contact your Administrator for further assistance. If you use S...
How do I update my password?
Did you forget your PoliteMail password? Then this article is NOT for you! First, you will need to contact your PoliteMail Administrator for a password reset . If an Admin has reset your password, follow these steps to update it ...
Will select users have access to see stats for all email sends without making them an Admin?
No. Users will only be able to see metric reports for messages they have sent. Only Admins can see stats for all email sends. If you are interested in giving select users access to emails, you may want to consider setting up Groups and assigning tho...
What does it mean if a User is marked Inactive?
When viewing a list of users under Account, you can click on any user to view their details and see a checkbox to indicate if the User is active or not. Users marked as Inactive: Are no longer able to log in, No longer count as a license un...
How can I move a user from one PoliteMail tenant to another?
PoliteMail supports multiple tenants, which allows an Administrator to manage multiple instances of PoliteMail at once, but they are distinctly separate, with users unable to access or share content between tenants. This gives large companies ...