A 'Shadow User' account is an alternative login to the main account, with the option to set different levels of user access to the main account.
How to access adding a shadow user functionality:
- In the top-right user drop-down menu click the profile option
- Click new Shadow user in the Shadow Login panel as shown below.
To Edit/Update a Shadow User
The shadow login will show a list of the shadow users that have been enabled, highlighted in blue.
To edit or update an existing shadow (kevinarmstrong in this example) user just click on the highlighted user to open their user account settings.
You can delete the shadow user by clicking the Trash Can next to their username.
Setting up a new Shadow user.
- Click New Shadow User
- Enter a username
- Enter an email
2. Toggle on or off the features to which the user can have full access.
By default, new users will have full access to all functionality as shown below.
Note best practice would be to disable all features and then enable access to features as required to perform the functionality of the user role.
The Insights reporting feature has an additional level of user access control, It's possible to allow the user to have full or read-only access to reporting.
To enable read-only access to insights:
- Enable insights with the toggle switch
- Select viewer in the drop-down
- When you are happy with the user settings click Save Shadow User
Access to create a new campaign.
It is also possible to restrict user access from creating new campaigns while still providing access to edit existing campaigns.
This is achieved by toggling off the Create Campaign switch
Note that some user accounts are subject to an extra level of secure access, achieved by using an IP address restriction. In order to access an account a new shadow users IP address will need to be whitelisted if different from the main account.
The new shadow user will receive a 'Welcome to trustMinder email'