Types of users on trustMinder

Created by Support AI Team, Modified on Fri, 11 Apr at 9:25 AM by Support AI Team

trustMinder has 3 main types of users:

Standard User
Analyst
Customer Service Representative (CSR)

A Standard User

A standard User can

Create campaigns
- Configure campaigns
- Send campaigns
- Manually via portal
- API
- Email Bridge
- SFTP
User Management
- Enable access to CSRs and Analysts
Upload contacts
Export data

An Analyst Account

An Analyst account can view campaigns shared with them by a Standard User account in the Insight Manager, create Insights Reports, view contacts, and export data

See Creating an Analyst User

A CSR Account

CSRs can send campaigns shared by a standard user via Agent Sender and deal with tickets in Action Manager (coming soon)

See Creating a CSR (Customer Service Representative) Account