Customer Space administration

Users with the Customer Administrator role can configure their Customer Space. Feature allocation and credits can only be edited by users with the Agency Administrator role. Please see the guide on navigating the Administration window to access the Customer Space details.

For information on creating and editing users see User administration.

Details Tab

Has two sections:

Properties

Set the name, expiry date and disable the Customer Space.

👍

Expiry

While the Customer Space is disabled or the Expiry Date is reached:

• Users cannot log into the Customer Space
• Emails will not be sent, including API-triggered, Transactional and Recurring Campaigns
• Open tracking and click-throughs will continue to function as normal, and stats will still be counted

Add/Remove Features

Features can be added and removed from the Customer Space, where available on your Agency account. The essential settings will allow standard email sending for the Customer Space.

Different features may have options to set credits and/or an expiry date.

If your Agency account does not have a restricted number of credits, it's possible to give an unrestricted number of credits to the Customer Space.

If the number of credits is limited, then allocating credits to the Customer Space will remove them from the available pool at your Agency account. Credits can be removed from a Customer Space so they can be allocated elsewhere.

Send Log

This is a copy of Customer space send log.

User Report

An overview of all users with access to the Customer Space, to make it easy to conduct security audits. Also available for the whole Agency for Agency Administrators. Key elements of the report:

• Access level and restrictions – Does the user log in to specific Customer Space or whole Agency Space; possibly restricted to certain Customer Spaces
• Highlight key roles – Administrator, Authoriser, Exporter, etc.
• Highlight key security features – IP restriction, two-factor security key, etc.
• Find inactive users – Show those not recently logged in, disabled, expired, etc.

Allowed domains

Configure the brand domains for the following filters:

• Limit the addition of the ROI Tracking and/or Analytics Tracking query strings on tracking links. The query strings will only be added to domains listed here. By default, when no domains are listed, the tracking query strings will be added to all links.
• Limit the domains from which images are imported to the Image Library when uploading HTML into the Email HTML Editor. Only images at the domains listed here will be imported, other images will be left at their original URL.

Edit either list by entering a domain, e.g. example.com, into the list box, and press Enter or Tab to save each value. Domains can be added or removed at any time.

By default, when no domains are listed, any domain is allowed for the respective filter.

Report Contacts

Set up contacts who are allowed to receive system reports. The email addresses listed here will be available to choose when configuring scheduled reports within the system, such as Scheduled Comparison Report and Scheduled Insight report.

For clients using an Agency structure, Report Contacts can also be configured on the Agency space and will be available to be selected on reports edited by agency-level users.