How to Create Users and Log into Customer Accounts

Creating users in the Account Creation and User interfaces

Users are central to the administration of all accounts within Sendmarc. They are required in order to take any action (such as the creation of domains, administration of SPF, DKIM and DMARC, etc.). As such, it is required to create a user for every account.

In order to create users, you will need to have the Partner Administrator role and permissions or have the Administrator role and permissions for the account.


There are two ways to add users to an account:

  1. Via the Account Creation process (when creating the account for the first time):
    1. Once an account is created, you will see the account appear in your list of accounts.
    2. To log into this account, click the 'View Users' icon on the right of the account name.
    3. This will take you to the User Management interface. Follow the steps in the User Management Section detailed below.
  2. Via the Account Administration interface (when adding users after account creation):
    1. Once logged into the account, click the 'Account Administration' drop down.
    2. Select 'Users'.
    3. This will take you to the User Management interface. Follow the steps in the User Management Section detailed below.

User Management

Once in the User Management interface, create a user by following these steps:

  1. Click the '+' icon in the top right of the page. This will bring up the 'Create a User' modal.
  2. Input the user's name and email address.
    1. Optional: If you would like to send this user a welcome email, triggering a password change process, select 'Send welcome email'
  3. Select a role for the user. User roles are documented here.
  4. Create a strong password for the user.

When creating a password, it is important to remember that the user will be prompted to change the password on first login. Additionally, bear in mind that Sendmarc passwords have length and complexity requirements.

5.    Click 'Save'. The user will now be created in the list of users on the left.

6.    To login as the created user, click the 'Login as User' button on the right.

When logging in as a user, bear in mind that all actions taken will be logged against your user and not the user you have logged in as.