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Add and Manage eBroadcast Users

May 29, 2018 by Daniel Dellapenta

  1. Home
  2. Emails and SMS

In this article:

  • Add User
  • User Roles
  • Edit User Role
  • Delete User

This article will help you manage user access to the eBroadcast module. By default, only the admin user has access and is designated to the Office Administrator role. To grant access to other users, you will have to add them and assign the desired role.

To perform the following procedure, open eBroadcast.

Add User

  1. In Settings, select Users.
  2. Click Add User.
  3. From the UO User drop-down list, select an active Universal Office user.
  4. From the Role drop-down list, select one of the available roles.
    Important: The Role will define the level of user accessibility for the eBroadcast module. For a breakdown of role privileges, see the User Roles table below.

User Roles

Privilege / RoleMarketerReceptionOffice Admin
Configure SMS server settings✓
Configure mail server settings✓
Manage eBroadcast Users✓
Configure notifications✓✓
Browse and search queue log✓✓✓
Create and manage SMS broadcasts✓✓✓
Create and manage Email broadcasts✓✓✓
Create and manage templates✓✓✓

Edit User Role

  1. In Settings, select Users.
  2. Double-click on a username or click Edit.
  3. Change the user Role, then click Save.

Delete User

In order to delete a user, you must first clear the Enabled box.

  1. In Settings, select Users.
  2. Double-click on a username or click Edit.
  3. Clear the Enabled box, then click Save.
    Note: The option to remove a user appears.
  4. Click Remove.
  5. Click Yes when prompted.
    Note: In most cases, it’s enough to disable a user to prevent him or her from entering the system. Users whose access has been revoked will not be able to access the eBroadcast module.

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