Assign rights in Inxmail
Add new users or modify your users' rights in Inxmail New Xperience to help your users get the most out of Inxmail for Salesforce.
Step by step
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Open the "Users & rights" navigation item.
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Assign rights to your users. Learn more about users and rights in Inxmail, or use the recommended permissions you'll find in the drop-down menu.
Recommended rights for Salesforce users
Section
Salesforce (mailing management)
Salesforce (editing)
Users & rights
No rights
No rights
Editing Full rights
Grant rights
- Mailings
No rights:
- Containers
- Style sets
Media Full rights
Full rights
API accesses No rights
No rights
Inxmail Professional Sync No rights
No rights
Reports Full rights
Full rights
Quality tests Full rights
No rights
Inxmail Professional Sending Control No rights!
No rights!
External content Full rights
No rights
Section
API User
Users & rights
No rights
Editing No rights
Media No rights
API accesses Full rights
Inxmail Professional Sync Full rights
Reports No rights
Quality tests No rights
Inxmail Professional Sending Control No rights!
External content No rights
Do not assign the "Inxmail Professional dispatch control" right: Make sure that none of your users are assigned the "Inxmail Professional Sending Control" rights package. Here's why: The "Inxmail for Salesforce" app, not Inxmail Professional, should be used to send your emails.
- You have assigned Inxmail rights to your users.
Well done.
- You're done with the setup process. Now set up your first campaign.