This is a guide to help you add new users in your Valimail Monitor account.
Steps to adding new users
In your Monitor account, first go to Account Settings.
Click on the Users section from the side menu.
To add a new user, click on the Invite button.
Add all the necessary information: First Name, Last Name, and Email, then choose the user type.
Owners: will have unrestricted viewing and editing permissions across all the domains on the account. There can also be multiple owners.
Members: need to be added to any team to be granted certain permissions.
Click on Invite.
Monitor accounts are limited to 5 users. Both Active and Deactivated users count towards this limit. If you need to delete deactivated users from your account, contact [email protected].
Creating and Managing Teams
Teams provide role-based access controls, enabling administrators to define and assign specific permission levels to individuals who use a Member type user.
To create a Team follow these steps:
Go to Account Settings in the top right corner of the page.
Click on the Teams section from the side menu.
Click ADD from the top right.
Enter the Team Name and optionally add a description. Owners will have the ability to edit, remove, add members, and specify their permissions.
Managing User Permissions
After creating the team, click on its name, and then you'll be able to add members and permissions for Portfolios, Organizational domains, and Subdomains.
Only member-type users can be added to a Team. Owners cannot be assigned to a team, as they already possess view and edit permissions for all domains within the account.
In terms of permissions, access can be granted to the Authentication Report and Domain Configuration for specific organizational domains and subdomains, or for entire portfolios.
