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. 

Click Create a User.

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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. 

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Check the box to send your user an email with their username and temporary password. 

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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. 

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Scroll down to the blue box for Opt-In Status. Make sure the box is checked so the user will receive email communications.

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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.


If you need to change the Primary User for your account, please email 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 by a Publisher or an Administrator before they can be shared.