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Managing Users & Notifications

Add or remove mySD Users, set their permissions, reset their Passwords, and adjust Notification preferences.

You can manage Users, set up Account User Notification preferences, and reset or change passwords all from the Users page in your mySD Account. You can access these settings in mySD by clicking "More" in the top navigation bar and selecting "Users."

mySD-SettingsUsers-MainNavigation-v1SRVP-SettingsUsers-v8

Note: If you are logged in with a Manager Account (for users who manage multiple companies), you will see an additional checkbox option to allow a User to receive notifications for all sub-accounts. Currently, Users can only be viewed under the main Manager Account — sub-account Users are not displayed here.

Users & Notifications Video

 

SeparatorLineAdd a New mySD User

To add a new mySD User, click Add Another mySD User. In the dialog that appears, fill in all required fields: the User's name, email address, and role. You can also select which Email Notifications the User should receive and specify their time zone.

 

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Note: Each new User will receive an email with a link to set their own password. Be sure the email address entered is accurate before saving.

 

SeparatorLineEdit or Remove a mySD User

To make changes to an existing User, click the Edit button on the right side of that User's row. In the dialog, you can change the email address, request a password change, and update User settings. You can also remove a User by clicking Delete this User.

 

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SeparatorLineReset or Change a Password

In the event a User forgets their password, you can send a password reset link to the User's email. From the Edit mySD User popup, click the "Send Password Reset to this User" link to reset the password. An email is sent to the User's email prompting them to choose a new password.

Learn More about what to do if you've forgotten your password

 

SeparatorLineChange Account User Notification Settings

Choose which type of Account User Notifications your Users will receive by checking the box next to each Notification type in the "Receive Notifications for" column of the mySD Users page. If you wish for a User to no longer receive a Notification type, simply uncheck the box.

Users can receive Account User Notifications for the following types: Billing, Lead Review, and general account information.

Note: At least one User must be assigned to each notification type. If only one User is receiving a notification type, the checkbox for that type becomes grayed out and cannot be unchecked.

Note: Remember that your Campaigns' Lead Delivery Settings are different from these Account User Notifications. Lead Delivery Settings control which phone numbers and email addresses your Leads are delivered to, along with other per-campaign settings such as Caller ID and Call Recording preferences.

Learn More about how to see and adjust your Lead Delivery Settings