Adding new users helps your organization collaborate more effectively within emailHygiene. Here’s how to add a user step-by-step.
Step 1: Open the User Management Section
From the left navigation bar, click Manage Users. Then click the Add User button in the top-right corner of the Users screen.
Step 2: Complete the Add User Form
A new form will appear with several required fields:
- Login: Use your team member’s email address. This makes login easy to remember.
- First Name and Last Name: Enter the user's full name.
- Email: This should match the login and will be used for notifications.
- Password: You can either generate a strong password or type one that meets security requirements.
Step 3: Assign a Role
Choose a role for the user. Most team members will be assigned the User role.
- Note: Only Admins can add users or purchase credits.
Admin vs. User Role Comparison
| Feature/Permission | Admin | User |
| Upload datasets via WEB/FTP/API | ✓ | ✓ |
| Download and view results | ✓ | ✓ |
| Use pre-approved Profiles | ✓ | ✓ |
| Create, edit, or delete Profiles (Support Request) | ✓ | |
| Manage user accounts and roles | ✓ | |
| Purchase and allocate credits | ✓ | |
| Customize filters or suppression files (Support Request) | ✓ | |
| Access API and FTP configuration settings | ✓ | |
| Modify output format settings (Compact/Minimal) (Support Request) | ✓ | |
| Integrate Hygiene, Verification, and Social Media Auth (Support Request) | ✓ |
Admins manage system-wide settings, while Users focus on running scans and reviewing results.
Step 4: Add the User
Click Add User at the bottom of the form. You’ll see a confirmation message once the user is successfully created.
Step 5: Share Login Details Securely
Make sure to securely provide the new user with their login credentials.
Managing an Existing User
Need to make updates to a user profile? You can do that anytime from the Manage Users page.
- Click a user’s name from the list to open their Edit User screen.
- Make changes across any of the available tabs:
- General: Update name, email, and password. Use the Generate Tough Password button for a strong option. You can also check Force Change to require a password update on next login.
- Limits: Set processing limits if needed.
- Integrations: Manage API or FTP access.
- Options: Assign optional user-specific controls or feature toggles.
- Use the Role dropdown to switch between Admin and User.
- Click Save to confirm your changes or Cancel to discard them.
Helpful Tip: Passwords must be at least 8 characters long and include an uppercase letter, a number, and a special character. You’ll see a checklist on screen to guide you.