If you have been provided access to a new Command Centre account, here are a few important next-steps you should follow to help you get started.
Firstly, let's get some definitions out of the way. When we say Command Centre, we're referring to the main umbrella account that is used to manage its sub accounts (more on those shortly). The Command Centre itself doesn't contain contacts or lists. It also doesn't let you send any email or SMS messages our to contacts - it's purely a management account.
The Command Centre allows you to setup email templates, domain configurations and security settings - which can then be 'shared down' to the sub accounts that sit within.
Sub accounts are accounts that site inside the Command Centre. They contain lists & contacts, forms, email & SMS message, reports and so on. In the example below, you can see that our Command Centre has two sub accounts.
A User is a person that can log into an account. Any user that is configured in the Command Centre can access anything inside that Command Centre - including anything inside any of its sub accounts! However, Users setup inside a sub account can only access that sub account.
In other words, if you're logged into the Command Centre and go to add a new user, that user will have access to the Command Centre and all sub accounts contained within. However, if you're logged into one of the sub accounts and go to create the new user there, then they will only have access to the sub account where they were created.
Configure Email Settings for User Invites
When inviting new users into the Command Centre (or even into sub accounts, for that matter), they will receive an email from our system with the invite. You can customise where this invite comes from via Email Settings in the Command Centre sidebar.
Add Any Additional Command Centre Admin Users
If you need to add more admin staff members ('users') into the Command Centre, follow our guide on adding new users. Though as noted above, realise that they will have access to everything inside the Command Centre, including the data inside the sub-accounts. As such, you would generally only do this for other IT admins at your organisations.
If you want to add users into your sub-accounts, be sure to log into the sub-account first (you can do so by clicking the door icon next to the sub account in question), then add the user in there. That way, the user will only have access to that sub-account - not the entire Command Centre.
Enable 2FA / MFA & Restrict Access by IP Address
Add Payment Details
You'll need to add a form of payment to your Command Centre account. Failing to do so means your sub accounts can suddenly lose access when their billing cycle next resets.
You can do so by opening the Account area (⚙️ icon, at top right) within the Command Centre, then going to the Payments section over on the right and adding payment details.
Add Additional Sub Accounts
When ready, you can add your new sub accounts into the system. In most cases, we find that our customers tend to create one sub account per 'department' within their organisation - but if you're not sure, please check with whomever requested a Command Centre to be created by us, as they may know more about how they plan to use it.
If you have existing accounts with us that you would like to have moved into this new Command Centre, please contact our Support team who can facilitate this move for you - noting that not all account types can be moved into a Command Centre. Furthermore, in most cases, we will need permission from the other account's 'Owner'-level user before proceeding.
Configure Domains and Share Them Down
Domains allow sub accounts to send on behalf of a specific email domain. For example, if your company domain is www.xyz.department and you'd like some (or all) of your sub accounts to be able to send from, or as, the "@xyz.department" domain, you will need to configure it in the Command Centre.
To do so, go to the Account area (⚙️ icon, at top right) within the Command Centre, then go to Domains. Once your domain is configured and verified, you can use the options menu (next to the configured domain) to 'share it down' to all / any of your desired sub accounts so that they can send as, or from, this domain too.
Create Some Email Templates and Share Them Down
Speaking of sharing things, you can also create & share email templates. Use the Templates section in the Command Centre sidebar to create your own email templates with your own company branding, colours, etc. Using the interface provided, you can then 'share these down' to your sub accounts, so that they can access them too.
Review Our Training Resources & Guides
If you're new to our platform, or you're creating user accounts for staff that are new to our platform, we recommend reviewing our guide for new users - which has links to heaps of great training resources like videos, free weekly training webinars, a free online certification course and heaps more!