--- title: Managing Users description: Add users to your account, assign permission levels, and opt users into email communications. --- [Skip to content](https://knowledge.contentmx.com/managing-users#main-content) [Contact Support](https://knowledge.contentmx.com/kb-tickets/new?hsLang=en) Open main navigation Close main navigation - [Contact Support](https://knowledge.contentmx.com/kb-tickets/new) Welcome! What can we help you learn today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.contentmx.com/?hsLang=en) 2. [Getting Started](https://knowledge.contentmx.com/getting-started?hsLang=en) 3. [Account Management](https://knowledge.contentmx.com/getting-started?hsLang=en#account-management) # Managing Users ## Add users to your account, assign permission levels, and opt users into email communications. As the primary user of your account, you can add up to four additional users. Users will be able to access your account dashboard, and depending on their permission level, can also create and share content.  ### Adding users to your account To add a user to your account, log in and go to [Manage Users.](https://butterflypublisher.com/b/users.php)  Click **Create a User.** [**![Screen Shot 2020-10-27 at 10.50.32 AM](https://knowledge.contentmx.com/hs-fs/hubfs/Screen%20Shot%202020-10-27%20at%2010.50.32%20AM.png?width=161&name=Screen%20Shot%202020-10-27%20at%2010.50.32%20AM.png)**](https://butterflypublisher.com/b/users.php)   Add your user's first and last name, email address, and **create a unique username**.   **Select your user's permission level.** The most commonly-used options are Admin and Publisher. These permission level options include access to all or most dashboard features.  ![Screen Shot 2020-10-27 at 10.53.15 AM](https://knowledge.contentmx.com/hs-fs/hubfs/Screen%20Shot%202020-10-27%20at%2010.53.15%20AM.png?width=226&name=Screen%20Shot%202020-10-27%20at%2010.53.15%20AM.png)   **Check the box** to send your user an email with their username and temporary password.  ![Screen Shot 2020-10-27 at 10.55.55 AM](https://knowledge.contentmx.com/hs-fs/hubfs/Screen%20Shot%202020-10-27%20at%2010.55.55%20AM.png?width=495&name=Screen%20Shot%202020-10-27%20at%2010.55.55%20AM.png)   Click **Save.** ### Opt users into email communications When you add a new user, you most likely want them to receive email communications from ContentMX. These communications would include the Weekly Digest and announcements about new channels and features.    Go to Manage Users, and click on the user's email address to edit their information.  ![Screen Shot 2020-10-27 at 11.58.02 AM](https://knowledge.contentmx.com/hs-fs/hubfs/Screen%20Shot%202020-10-27%20at%2011.58.02%20AM.png?width=495&name=Screen%20Shot%202020-10-27%20at%2011.58.02%20AM.png)   Scroll down to the blue box for Opt-In Status. **Make sure the box is checked** so the user will receive email communications. ![Screen Shot 2020-10-27 at 11.58.37 AM](https://knowledge.contentmx.com/hs-fs/hubfs/Screen%20Shot%202020-10-27%20at%2011.58.37%20AM.png?width=289&name=Screen%20Shot%202020-10-27%20at%2011.58.37%20AM.png) Remember to click **Save** at the bottom of the page.  ### User Levels In order to support your marketing team’s efforts, we have several user permission levels that you can assign within your account.  The user who originally signed up for the account is automatically assigned the roles of **Primary User** and **Administrator.** The Primary User is the only user who can change the account name, account email address, and time zone.  These settings can be changed from [My Account.](https://butterflypublisher.com/b/account.php)   If you need to change the Primary User for your account, please email [support@contentmx.com](mailto:support@contentmx.com) for assistance. We will need explicit written permission from the primary user in order to make this change.    The **Portal Admin** has many of the same permissions as the Administrator. However, while the Portal Admin can edit the permissions level for other users, they cannot edit their own permissions, nor change account settings like the account name and time zone.  User permission levels with fewer capabilities include **Publisher** and **Author.** Author is a great option if you have an intern on your team, since all Authors’ posts [need to be approved](https://knowledge.contentmx.com/save-as-draft?hsLang=en)by a Publisher or an Administrator before they can be shared.     - [Getting Started](https://knowledge.contentmx.com/getting-started?hsLang=en#main-content) - [Featured](https://knowledge.contentmx.com/getting-started?hsLang=en#featured) - [Account Management](https://knowledge.contentmx.com/getting-started?hsLang=en#account-management) - [Channels and Content](https://knowledge.contentmx.com/getting-started?hsLang=en#channels-and-content) - [Webinar Series and Quick Tip Videos](https://knowledge.contentmx.com/webinar-series-and-quick-tip-videos?hsLang=en#main-content) - [Getting Started Videos](https://knowledge.contentmx.com/webinar-series-and-quick-tip-videos?hsLang=en#getting-started-videos) - [Quick Tip Videos](https://knowledge.contentmx.com/webinar-series-and-quick-tip-videos?hsLang=en#quick-tip-videos) - [powered by PartnerOn](https://knowledge.contentmx.com/webinar-series-and-quick-tip-videos?hsLang=en#powered-by-partneron) - [Paths to Success](https://knowledge.contentmx.com/webinar-series-and-quick-tip-videos?hsLang=en#paths-to-success) - [Sharing to Social Media](https://knowledge.contentmx.com/sharing-to-social-media?hsLang=en#main-content) - [Social Media How-Tos](https://knowledge.contentmx.com/sharing-to-social-media?hsLang=en#social-media-how-tos) - [Social Media FAQs](https://knowledge.contentmx.com/sharing-to-social-media?hsLang=en#social-media-faqs) - [Sharing to your Blog or Website](https://knowledge.contentmx.com/sharing-to-your-blog-or-website?hsLang=en#main-content) - [Microsite](https://knowledge.contentmx.com/sharing-to-your-blog-or-website?hsLang=en#microsite) - [WordPress](https://knowledge.contentmx.com/sharing-to-your-blog-or-website?hsLang=en#wordpress) - [Sending Emails](https://knowledge.contentmx.com/sending-emails?hsLang=en#main-content) - [Getting Started with Email](https://knowledge.contentmx.com/sending-emails?hsLang=en#getting-started-with-email) - [Email Network Connections](https://knowledge.contentmx.com/sending-emails?hsLang=en#email-network-connections) - [Customizing your Emails](https://knowledge.contentmx.com/sending-emails?hsLang=en#customizing-your-emails) - [Email FAQs and Troubleshooting](https://knowledge.contentmx.com/sending-emails?hsLang=en#email-faqs-and-troubleshooting) - [Lead Management and Promotions](https://knowledge.contentmx.com/lead-management-and-promotions?hsLang=en#main-content) - [Manage Leads and Opportunities](https://knowledge.contentmx.com/lead-management-and-promotions?hsLang=en#manage-leads-and-opportunities) - [CRM Integrations](https://knowledge.contentmx.com/lead-management-and-promotions?hsLang=en#crm-integrations) - [Gated Content and Promotions](https://knowledge.contentmx.com/lead-management-and-promotions?hsLang=en#gated-content-and-promotions) - [Buy Signal](https://knowledge.contentmx.com/lead-management-and-promotions?hsLang=en#buy-signal) - [Leads and Purchase Intent](https://knowledge.contentmx.com/leads-and-purchase-intent?hsLang=en) - [Contact Support](https://knowledge.contentmx.com/contact-support?hsLang=en) - [Sharing your Content](https://knowledge.contentmx.com/sharing-your-content?hsLang=en#main-content) - [Social Media Tips](https://knowledge.contentmx.com/sharing-your-content?hsLang=en#social-media-tips) [![Chill listening crop-3](https://knowledge.contentmx.com/hs-fs/hubfs/contentmx_logo_transparent_trace-3.png?width=154&height=24&name=contentmx_logo_transparent_trace-3.png "Chill listening crop-3")](https://www.contentmx.com) Knowledge Base Copyright © 2026, Powered by ContentMX