Customer Space administration

Users with the Agency Administrator role can edit and configure their Customer Spaces. 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:

SectionDescription
FeaturesThe current licence features of this Customer Space
PropertiesThe main properties of this Customer Space: Name, Expiry Date and Disabled status

Properties

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

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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.

Tracking and Image Domains

Domains added to the Tracking Domains tab will limit the addition of the ROI Tracking and/or Analytics Tracking query strings on links in emails. 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.

Domains added to the Image Domains tab will 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. By default, when no domains are listed, all images will be imported to the CDN.

Enter a domain, e.g. example.com, into the list box. Each domain must be entered on a new line. Domains can be added or removed at any time.