Account & Server Access Levels For SocketLabs Users
There are five different user access levels that can be assigned to SocketLabs On-Demand users. These various permissions levels enable organizations to tailor their account and server access for each specific individual. There is currently no limit to the total number of users for any given SocketLabs account.
Account Owners
- Have access to all account and server settings
- The Owner cannot be removed or deleted
Changing the Owner of your SocketLabs Account
If you ever need to update or change the owner user of you SocketLabs account, please see the following article: Changing the Account Owner
Administrators
- Have access to all account and server settings
- Accounts can have multiple administrators and they can be added and removed as needed
Users
- Only has access to the Reports of the specific server to which they are assigned
Marketing User
- Is a User-level account with the Email Marketing Tools checkbox applied
- Has access to the Email Designer, List Management, Drip Campaigns and other Email Marketing features in addition to the Reports
Billing Only User
- Can view invoices and update the credit card on file for the account
Permissions Per Access Level Table
| Owner | Admin | Marketing User | User | Billing User | |
| Access Level Applies To: | All servers on the Account | All servers on the Account | Specified Servers on the Account | Specified Servers on the Account | All servers on the Account |
| Log-in to Control Panel | ✓ | ✓ | ✓ | ✓ | ✓ |
| Receive Server Notifications | ✓ | ✓ | ✓ | ✓ | ✓ |
| Run Reports | ✓ | ✓ | ✓ | ✓ | |
| Create / Edit Marketing Email Content | ✓ | ✓ | ✓ | ||
| Upload / Manage Recipient Mailing Lists | ✓ | ✓ | ✓ | ||
| Schedule / Send Email Deployments | ✓ | ✓ | ✓ | ||
| Create / Manage Drip Campaigns | ✓ | ✓ | ✓ | ||
| Create / Edit Sign-up Forms | ✓ | ✓ | ✓ | ||
| View / Change SMTP Credentials | ✓ | ✓ | |||
| Update Server Configuration | ✓ | ✓ | |||
| Configure APIs | ✓ | ✓ | |||
| View Message Queue | ✓ | ✓ | ✓ | ✓ | |
| Pause or Purge Queue | ✓ | ✓ | |||
| View Suppression List | ✓ | ✓ | |||
| Add / Remove from Suppression List | ✓ | ✓ | |||
| Configure Engagement Tracking | ✓ | ✓ | |||
| Enable White Labeling Features | ✓ | ✓ | |||
| Add / Manage Permissions for Admins / Users | ✓ | ✓ | |||
| Upgrade or Downgrade Subscription | ✓ | ✓ | |||
| Manage Overage Settings | ✓ | ✓ | |||
| View Invoices & Update Billing Information | ✓ | ✓ | ✓ | ||
| Receive Billing / Account Notifications | ✓ | ✓ | ✓ | ||
| Can Be Suspended or Deleted | ✓ | ✓ | ✓ | ✓ |
Modifying a User's Access Level
In order to change a users access level, you will need to log into the SocketLabs Control Panel as an admin of the account, select Users from the Account Dropdown menu in the top right hand corner of the screen, and select the pencil icon next to the user that you want to modify access for.
Notification Recipients
All active account users automatically receive email notifications regarding this account based on their access level and preferences. If you wish to have other (non-account-user) email addresses also receive email notifications, you can add them here. Please note that adding the email address of an active account user will result in duplicate copies of each notification being sent to that user.