Users

This is where you manage everyone who has access to your ExpertSender CDP account. These are the people who can access your websites and stores, and handle your marketing activities like sending emails, managing campaigns, or creating automation scenarios.

You’ll see all users displayed in a table with these details:

• Email – the email address they used when creating their account.
• Name – their full name.
• Role – what they can do in the platform: client or administrator.
• Last login attempt – when they last tried to log in (this stays empty if they haven’t activated their account yet).
• Login – whether their last login worked or failed.
• Status – what’s happening with their account right now: active, suspended, blocked (after failed login attempts), or unused (waiting for activation).
• Actions – what you can do with their account: edit, delete, or generate a new activation link.

Want to see accounts you’ve deleted? Click Show deleted users above the table. You can also change how many rows show up at once using the controls at the bottom right.

Create user account 

Here’s how to add someone new to your account:

1. Click the Create account button on the right side above the table.
2. Fill in their email address and name.
3. Set up their password.
4. Choose the language for their account interface.
5. Pick their role: client or administrator.
6. Select which business units they can access.
7. Click Save.

Once you save, they’ll get an email with an activation link that works for 3 days. They’ll need to click it to start using their account.