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Explanation of Emma HQ admin tools

Emma HQ account Owners and Managers see a dashboard upon logging in that gives access to a variety of tools.

Search bar

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Click here, and a dropdown list of your sub-accounts appears.

Menu

Click the Menu dropdown at the far right to expand your options.
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Home

This takes you back to the page you see upon login.

Billing

View past invoices, download your clients’ monthly activity reports, change your payment and billing contact information and see your rate plan. (Managers with access to billing can only see the activity reports.)

Accounts

On this page, you can perform the following actions:

  • Create a new account via the Create new account button 
  • Set account defaults via the Set account defaults button
  • Create your login form to let clients log into their accounts directly from your website. To create a login panel, paste the code provided onto any page of your website.
  • Hover over Trial or Active status in the Status column to see how many days remain in the Trial or account activation date.
  • Turn account features on/off, either globally or by account
    (Features you can toggle: Template gallery, Blank template, Code your own, Save as Template and 24-hour email which sends from the Emma HQ account name and email address that you've entered for the footer of the account. If you haven't filled that out, it will be from the subaccount's RSVP information)
  • View the primary contact; if there isn't one, you can choose the option to set one

 

By selecting View account settings from the downward facing arrow to the right of each account, you can edit the following account settings:

  • access & edit your Team, the members that have access to the subaccount
  • generate an API key (account must have a primary contact before API key is available to generate here)
  • add or edit RSVP information & edit time zone
  • change account status (retire the account)

Managers

View current managers’ settings, delete managers and add new managers (Managers cannot access this page). Managers are created by the owner to give their fellow staff members the ability to manage some or all subaccounts, based on the permission settings. Owners can also set whether each manager can create accounts, see the billing activity reports, or access assets. Owners may also assign any specific manager to automatically have access to any current and future accounts.

Managers cannot access specific billing information (Invoices, billing details, rate plan) or the account theme and they cannot create or edit managers. 

Managers can create users, assign API keys, and control access to account features for any subaccount they manage.

Assets

Use the Template Builder tool to build templates your subaccounts can use to build mailings, edit past templates and retire old ones. You control access to the templates, so maybe only two of your subaccounts have Template A in their account while all subaccounts have Template B. You can also store images here to be shared with multiple subaccounts.

Settings

Edit your user details — first name, last name, email address and username.

Stationery

If you’re a longtime customer, you may have previously used a tool called Stationery Builder. It created stationery for the classic editor, which has been moved to read-only and is no longer usable. We suggest using Template Builder for the drag & drop editor moving forward for the best experience.

Theme

Edit how the app appears for your sub-accounts by changing the header color, adding your logo and editing the contact information that appears in the footer. By default, that contact information reads Your Agency - support[at]youragency.com. (Managers cannot access this page.)

Log out

Click this button to log out of your account.

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Announcements

Emma phone support will be unavailable on November XX, between the hours of XX:XX and XX:XX. You can still contact support using the link above and we will respond as soon as we can.

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