1. From Marketier Users (Administration > Marketier Users), click Add User.
2. The Add/Edit User screen appears.

3. Enter the user information as described in the following table:
   

User Field	Description
User Type	Click the radio button for “Active Directory” or “IAPPS Content Manager” depending upon where the user information is stored. “Active Directory” is stored in a third-party application.
AD User	If “Active Directory:” selected as user type, click the arrow in the pick-list to select the directory from which you want to import this user’s information.
First Name	First name of user.
Last Name	Last name of user.
Email	User’s email address.
Email Notification	Click the checkbox beside “On” or “Off” to select whether this user receives notification when Marketier sends emails. If an email is scheduled to be sent out and no contacts meet the selection criteria as recipients of the email, Marketier sends a high importance message to this person.
User Name	Enter a login name of at least five characters in length for this user.
External Password	Enter the password user must enter to log into Marketier.
Confirm Password	Enter the user password again to confirm.
Expiration Date	Click the calendar icon to select a date on which this user’s access to Marketier expires.

Specify this user’s role-based permissions in the Add User Permissions area:

1. In the first column (Sites), click on the name of a site (variant or multi-site) for which this user can create emails.

Note: Marketier comes with default user groups associated with the default user roles represented by the tabs on the Modify / Delete Marketier User tab. To assign users to one of these roles, select the associated user group.

2. In the second column, click to select a single group, or Ctrl-Click to select multiple groups, in the “Group(s)” column box whose permissions you want to assign to this user.
3. Click the Right-facing arrow between the columns to Add Permissions.
4. The group will appear in the“Current Permission(s)” list for this user.
5. Optionally, to remove permissions from the “Current Permission(s)” column, click on a group name in the “Current Permission(s)” list and click the left-facing arrow.
6. Click Save.
7. You will need to repeat the steps for each site that a Marketier User will manage.

You can also add specific Library permissions. In the Marketier Users grid listing, highlight the user and select View/Edit Permissions. See below for details.

To modify an existing Marketier user:

1. Select Administration > Marketier Users.  The Market Users screen appears.
2. To locate a Marketier user:

Search List	By Role
Enter a Marketier user name in the “Type here to filter results” field. The “Select a User” list displays Marketier users matching the specified filter criteria.	Choose a role from the drop-down list next to the filter box.

3. Update the user information or permissions as described above.
4. Click Save.

Deactivated Marketier users appear in the “Select a User” list with no information displayed in the “Group Name” and “Current Permissions” column.

To deactivate / activate a Marketier user:

2. Locate a user in the Marketier Users listing.
3. Right-click on the name of a user with information displayed in the “Group Name” and “Current Permissions” columns and select Deactivate User or Activate User as appropriate.
4. A dialog box appears prompting you to confirm that you want to deactivate/activate this user:
5. Click OK.

To delete an existing Marketier user instead:

1. Locate the user, right click on their name and select Delete User:
2. A dialog appears, prompting you to confirm deleting this user:
3. Click OK.
   The user no longer has access to Marketier.

Marketier permissions specify what content in the Data libraries – Files, Images, Content Items - a Marketier user has access to.

Library Permissions are separate from standard role-based permissions.

Access levels include:

Permission Access Level	Description
Viewer	Users can view and use data only, but cannot edit, delete or move it.
Manager	Users can view, edit, delete or move this data.
None	Users have no access to this data.

To View or Edit Library Access Permissions for a Marketier User:

1. Select the user, right-click and choose View/Edit Permissions.
2. The Permissions screen will default to display the File Library structure. You can switch to assign permissions for the Content Items or Files by selecting from the Select Target drop-down menu on the upper left of the screen.

3. Check the box next to the type of permissions you want your user to have on each library folder.
4. You can automatically propagate the selected permissions to all levels below a menu node by checking the box next to the node. Otherwise you can chose individual nodes by clicking the arrow next to the node to reveal the menu items underneath it.
5. Repeat for each Library.
6. When you are finished editing permissions, click Save.
7. You will receive a confirmation notice that your changes were successful.