User Management

User Management

User Management

Oempro has an advanced user management system where you can manage almost everything related to your users.

Below, you can see the diagram which represents how the user system is structured.

Users are categorized under “User Groups”.

Each user group has its own permissions, limits, features and branding.

Each user group can store unlimited user accounts.

The user account inherits the settings, permissions, limits, features and branding of the assigned user group.

The user system representation that shows delivery server → user group → user → list → list assets
The user system representation that shows delivery server → user group → user → list → list assets

In order to manage audiences, email campaigns, autoresponders, segments and marketing related all other features, first you need to setup a user account in the [Admin Area → Users] section.

When you install Oempro on your server, it comes with a “Default User Group”. You can either edit this user group and change its settings or you can create a new one in the [Admin Area → Users → User Groups] section:

Accessing the User Group Management section. Sensitive information is masked for privacy reasons.
Accessing the User Group Management section. Sensitive information is masked for privacy reasons.

On the user group management area, you can either create a new user group from scratch by clicking “Create User Group” button on the top right corner of the screen or you can simply edit one of the existing user groups and save it as a new user group.

User Groups

The Purpose

The purpose of user groups is to create centralized “containers” that have common features, branding, limits, permissions and delivery settings for its users. You can easily change these settings for the users of the group with a few clicks and all users that belong to this user group will be updated instantly.

Features

There are many customizable user group features that affect the users of the group. Let’s take a look at each one of them:

User Group Features

NameDescription
Group Name
The name of your user group. This name is used across the system and it can also publicly be displayed to users.
Product Name
Users of this group will see the entered product name on their user areas.
Sender Information
Check “Enable sender information to be entered for each new list created” checkbox if you want your users to enter a sender information (name, email, address and company) when creating a new list. Check “Enforce sender information” if you want the sender information to be mandatory to fill-in and inserted into outgoing emails.
Opt-Out Link Enforcement
Check “Force unsubscribe link in campaign emails” option if you want to force your users insert unsubscription links into their email campaigns and autoresponders.
Reject Link Enforcement
“Force opt-in reject link in opt-in confirm emails”
Double Opt-In Enforcement
"Force opt-in subscriber lists”
Performance Indicator
"Show emails/sec. throughput in campaign reports”
SpamAssassin Enforcement
Prevent email campaign delivery if the SpamAssassin score is not 0.0
Subscriber Area Logout Url
When a subscriber of a list logs out from the subscriber area, the subscriber will be redirected to the URL defined here.
User Area Logout Url
When a user logs out from the user area, the user will be redirected to the URL defined here.
Trial Mode
Once trial mode is enabled, the user account will expire after the set trial days period and user account owner will not be able to access the user area.
Import Threshold
If you (admin) want to get informed by email once a user imports more than a specific number, set it here. Ex: Notify me if any user imports more than 10,000 subscribers at once. Leave this field empty to disable.
Recipient Threshold
If you (admin) want to get informed by email once a user campaign delivery volume is more than a specific number, set it here. Ex: Notify me if any user sends more than 10,000 emails at once. Leave this field empty to disable.
Email Header
If you want to append an HTML code (or plain text) block to the beginning of outgoing email campaigns, you can set it here. Leave empty to disable this feature.
Email Footer
If you want to append an HTML code (or plain text) block to the end of outgoing email campaigns, you can set it here. Leave empty to disable this feature.
X-Mailer Header
You can set a different x-mailer header for each user group you create. If you leave this field empty, the default x-mailer header in the [admin area → settings → email delivery] will be applied.
Default Delivery Channel
Set the default email delivery channel. The default delivery settings can be used or a custom one can be applied here.
Marketing Delivery Channel
Choose the delivery server to be used for email marketing campaign deliveries.
Transactional Delivery Channel
Choose the delivery server to be used for transactional email deliveries.
Auto Responder Delivery Channel
Choose the delivery server to be used for auto responder email deliveries.

Limits

If needed, the usage of system can be limited for the users of the group. You can apply limits for;

  • The number of subscribers that can be stored in each user account
  • The number of subscriber lists that can be created in each user account
  • The number of email campaigns that can be scheduled every month
  • The number of emails that can be sent every month
  • The number of emails that can be sent lifetime

By using these limit features, you can setup very specific and limited user groups. For example, if you are going to provide a trial access to your email marketing users, you can setup a user group named “Trial” and setup these limits accordingly.

Payment Settings

If you are going to run an email marketing service for your customers and let them manage their audiences and email marketing campaigns themselves, you can enable this payment settings to bill and charge your customers in the user area.

Once it’s enabled, you can setup service fees for different use cases, such as;

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Payment Settings Table

NameDescription
Service Fee
If you want to charge your users a monthly fixed fee, set it here. Every month, this fee will be applied to the user billing.
Campaign Fee
If you want to charge your users for each email campaign they will create, set the price per campaign here.
Design Preview Fee
This feature is scheduled to be deprecated.
Autoresponder Fee
If you want to charge your users for the autoresponder feature usage, set the monthly fee here.
Credit Based Pre-Payment System
If you want to charge your users with a pay-as-you-go plan, enable this feature and set pricing tears. Your users will need to purchase email delivery credits before sending emails.
Per Recipient Fee For Autoresponders
If you want to charge your users with a pay-as-you-go pricing plan but a different pricing for autoresponders, enable this feature and set pricing tiers.
Per Recipient Fee For Campaigns
If you want to charge your users with a pay-as-you-go pricing plan but a different pricing for email campaign deliveries, enable this feature and set pricing tiers.

Permissions

You can limit the access to specific features for your users. These limits can be set different in each user group. Under the “Permissions” tab, check or uncheck specific features you would like to limit the feature usage.

For example, If you want to let users of the group create and send email campaigns but have no access to the subscriber data, check “Campaigns” features and uncheck “Lists” features:

An example use case for a limited access settings in user group settings.
An example use case for a limited access settings in user group settings.

User Interface

You can change the color scheme and UI theme on this section.

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User Accounts

You have setup your user groups, set limits and permissions as well as user group features. Now, it’s time to go ahead and setup your user accounts and assign them to user groups.

Each user account is 100% isolated. This means, all assets of the user including email campaigns, lists, custom fields, autoresponders, etc. are isolated to the owner user account and they cannot be accessed by other user accounts.

Creating a New User

Go to [Admin Area → Users], and click “Create User Account” button on the top right corner of the screen.

You will be asked to enter user information:

User Profile

NameDescription
First Name
First name of the user account owner
Last Name
Last name of the user account owner
Username
The username required to login to the user area
Password
The password required to login to the user area
Email Address
The contact email address of the user account owner
Time Zone
The time zone for the user account
Language
The user interface language
User Group
Choose the user group you would like to assign the new user account

In addition to account information, you can click “Personal Information” tab and fill-in personal information of the user account owner. This tab is optional.

Once the user account is created, you can click the “Edit” link under the user account on [Admin Area → Users] section to set additional settings of the user account.

  • Reputation Level

User Reputation Levels

There are two reputation levels:

Trusted

When a user is marked as “Trusted”, any email campaigns scheduled by this user will be delivered on time without any delay.

Untrusted

When a user is marked as “Untrusted”, email campaigns scheduled by this user will be put on-hold until the administrator verifies the pending email campaign in the admin area and approve. User will not be able to send email campaigns until the user account is marked as “Trusted” by the administrator.

User Login

In order to login to the user account, you have two options:

User Login

You can use the user area login URL to enter the username and password of the user account you would like to use.

ℹ️

The user area login URL is https://<your-oempro-domain>/app/user/

Impersonation

As administrator, you can impersonate to any user account in the admin area. Go to [Admin Area → Users] section, and click “Impersonate” link under the any user account you would like to impersonate.

Once you impersonate to a user account, you will see an administrator control bar at the top of the user area. You can use this control bar to impersonate between different user accounts with a single click.

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