FOR SHARED HIGHROAD SOLUTIONS ACCOUNTS:
1. Contact support@highroadsolution.com and provide the following information:
- First Name
- Last Name
- Title / Position
- Time Zone
- Permissions Level [ View, Normal, Admin – see below for more details ]
2. Once your request is received, the HighRoad Solutions Support Team will add the new user which will trigger a time-sensitive account activation email to be sent to the new user’s email address. Please note that time-sensitive account activation email expires after 24 hours - You may want to check your SPAM folder if not received in your inbox, or if you have any applicable mailbox rules [ if Adestra emails are going to a specific folder ].
3. Users will regularly navigate to ‘ https://app.adestra.com/Highroad-Solution/account/workspace ‘ to log into Adestra. And, users will navigate to ‘ https://app.adestra.com/auth/reset_password_request ‘ if they’ve forgotten their password.
FOR NON-SHARED HIGHROAD SOLUTIONS ACCOUNTS:
The user with administrative access to Adestra will complete the following steps:
1. Navigate to the Admin tab.
2. Click the ‘ Create new user ‘ link in the top right corner of the web page.
3. On the Overview tab, populate the User Details [ Full Name, Username, and Email Address ] and click Save.
4. On the Permissions tab, on the same line as the desired Workspace(s), select View, Normal, or Admin from the drop-down menu and click Save.
5. And, if the new user is an Admin, on the Features tab, select Enable from the drop-down menu for the first four options [ Summary Export, Download Message, Filter by Postal Code Location, and Template Selector ] and click the Update Features button.
As the user account has been activated, a time-sensitive account activation email will be sent that is good for 24 hours. You may want to check your SPAM folder if not received in your inbox – link to Adam’s article, or if you have any applicable mailbox rules [ if Adestra emails are going to a specific folder ].
If you would like to setup training to cover the creation of new users within your organization’s instance of Adestra, feel free to contact your Account Manager.
PERMISSIONS LEVELS
Admin - Allows you to create and change the settings of projects and change project user permissions for others within the workspace.
Normal - Allows you to create and launch campaigns, and create and import to lists. Owners can edit their settings too, and if not the own, they can still launch and import but cannot edit the settings.
View - Most restricted access within Adestra. View users cannot create or delete features within the system, change their settings or options. Within the Data tab the 'View' user can see the lists, unsub lists, exports and sources within the workspace but is unable to create them. And, this permissions type can create presets and forms, however they are unable to assign them to anything.
