Step 4: Settings - Organization – Help Guides for Growbots

How to add a new user

NOTE: You need to be an admin to add a user.

Enter new user’s data into the empty form below your current users and click Add.
That’s it! The newly added user will receive a welcome email shortly.

All the Users (including Admins) can see all the campaigns, sequences, templates and prospects, no matter which User created/generated them. Each User can send campaigns only from the email accounts they connected to their own account and each email account can be connected to one account only. This means that you can not send emails on behalf of your organization's unless their email account is connected to your account.

Admin/User difference

If you're an Organization's Admin and you're wondering which user's status you should give to a new Organization's user, here's the difference between them:

Admin can (and User can't):

Add new users to the Organization and give them Admin/User status.
Upload Do-Not-Contact lists.
Turn on/off open and click tracking for the Organization.
Change Organization's timezone settings.
Change billing settings.
Add Salesforce/HubSpot CRM, not only BCC integration.
Use email accounts connected to other Admins or Users accounts to send emails.

Both Admins and Users can see the same templates, sequences, campaigns and Do-Not-Contact lists on their account. Each Admin and User can connect their own email accounts - they will only be visible to an account's user (Admins can't see Users' email accounts). Each user (regardless of status) has separate login and password and can create new campaigns, sequences and templates (they're visible to the whole Organization). Both Admins and Users are unable to generate/import prospects who have already been contacted/imported/generated, unless they're deleted. Each Admin and User can Qualify/Unqualify or Blacklist a user or a company - all these actions affect the whole Organization.

Organization time zone

Here you can choose/change your organization's time zone. Your Timeline is shown in your time zone. Bear in mind that you need to be an admin to change time zone.

Custom tracking domain

Once you create customized CNAME record and configure this in your domain’s DNS records, you’ll need to type the CNAME record so we can verify and connect it to Growbots. The system will automatically check if the CNAME is set up correctly and show the confirmation status. Here you can read more about setting up CNAME.

Click tracking

NOTE: Click tracking is an organization-wide feature. You need to be an admin to change your organization’s settings.

Thanks to click tracking you can see which of your prospects have clicked on each of your links within your campaign. You can access this data in the Click Rate results in Reports. Click the Tracks clicks in messages toggle to enable click tracking.

NOTE: The reason why Click tracking is an opt-in option is that it adds an additional redirection to your link which may affect the deliverability of your emails.

Open tracking

NOTE: Tracking opens is an organization-wide feature. You need to be an admin to change your organization’s settings.

Thanks to open tracking you can see which of your prospects have opened your message. The aggregate data about clicks will be available in Reports. Tracking opens is turned on by default, however since the tracking pixel we attach to messages may marginally affect the deliverability you might want to turn it off. Here’s how: Click the Tracks opens of messages toggle to disable or reenable open tracking.

Beta tests

NOTE: Beta testing is an organization-wide feature. You need to be an admin to change your organization’s settings.

Our Beta program lets you gain early access to new features we’re working on and help us improve them by sharing your feedback. In other words, beta users are always on the cutting edge of what we have to offer.

Here’s how you can become our beta tester and be an invaluable part of our development process: