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Creating a new account in the management environment

If a new project or department is added, you can create an account for it yourself from your management environment. At the bottom of the list of your organisation’s accounts, click on ‘Create a new account’. The new account will then appear immediately in your management environment.

Account list in the management environment with the Create a new account button at the bottom

Having presets prepared for new accounts

You do not have to set up a new account from scratch afterwards. If you have presets activated in your management environment, those settings will already be in place for every new account you create from the management environment. Your colleagues can then get started with it straight away.

You can have these six options configured independently of each other:

PresetWhat happens in a new account
Pre-fill templateIf your organisation works with a custom template, that template is placed in the new account automatically and immediately.
Pre-fill sender addressOne or more sender addresses are ready straight away, for example to activate authentication immediately or to send from a dedicated sub-account.
Pre-fill privacy options for trackingIf you do not want to fully track the results of all campaigns in your organisation, the desired tracking option is set correctly straight away.
Activate SSO for all accountsIf your organisation uses single sign-on, this is activated immediately when the account is created.
Hide all drag & drop templatesNo drag & drop templates are shown or selected in any of the accounts, so that colleagues can only choose your custom template (of the Joe type) when creating a campaign.
Hide all ready-made drag & drop templatesWhen creating a campaign, colleagues can only choose a template that has been custom-made for your organisation in the drag & drop editor. They cannot choose a standard template.

Would you like to have one or more presets activated in your management environment? Please send an email to the helpdesk at helpdesk@laposta.nl.