What is User Management in ContactMonkey?
This feature gives Administrators complete control over their Internal Communications account. You can manage users, assign roles, organize teams, and track licenses through a self-service portal.
What can Administrators Do?
- Invite new users and assign them to teams
- Monitor remaining licenses
- Download user reports for auditing
- Adjust user roles and permissions
- Deactivate user accounts
- Create and manage team structures
Planning Your Team Structure
Before You Add Users
- Map your organization structure - Set up teams that mirror your company's departments (Marketing, HR, Operations, etc.). Teams can also be used to ensure that content containing sensitive information is not widely accessible.
- Identify cross-functional needs - Determine which users need access to multiple teams.
- Plan for growth - Consider which teams might need ContactMonkey access in the future.
When to Use Each Role
Assign Owner to: The person responsible for billing and overall account management.
Assign Admin to: Advanced users who need to manage multiple teams and users. Limit the number of Admins to maintain security.
Assign Manager to: Team leads who need to oversee their team's content and performance but don't need organization-wide access.
Assign Basic User to: Individual contributors who should only access their team's work and view their own email analytics. Use this role when users need content privacy.
How to access User Management
- Log in to ContactMonkey with your administrator credentials
- Click your name in the upper-right corner
- Select Settings from the dropdown
- Click Roles & Access in the top navigation
You'll now see the user management console with tabs for Users, Teams, and Send As Permissions.