Advanced account sharing

Learn how to set up advanced account sharing–allowing admins and users to delegate their send, modify, and view permissions. Account sharing is perfect for situations when a user is going on vacation or leave of absence. Or, you can create a virtual user account, like an HR management user account, and then give permission to multiple users within the HR group who can all act on behalf of the virtual user.

NOTE

Advanced Account Sharing is only available for Enterprise-level plans. Technical Support can enable Advanced Sharing but once it is enabled, it changes the relationships of the shared objects in a way that cannot be reversed. For this reason, it is recommended that you contact your Customer Success Manager and have a trial account set up for you to test the functionality and verify it permits everything that you want to accomplish.

TIP

This video is part of the course Advanced Tasks for Admins that is available for free on Experience League!

On this page