Staff Management

Staff Management controls user access to Mumara Campaigns. Create administrator accounts, define roles with specific permissions, and configure custom profile fields to capture additional staff information.

Overview

Staff management has three components:

+------------------+      +------------------+      +------------------+
|  ADMINISTRATORS  | ---> |  ADMIN ROLES     | ---> |  PERMISSIONS     |
|  (user accounts) |      |  (role groups)   |      |  (access rights) |
+------------------+      +------------------+      +------------------+
         |
         v
+------------------+
|  PROFILE FIELDS  |
|  (custom data)   |
+------------------+

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Administrators

Add new administrator accounts, assign or modify roles, and easily delete accounts as needed. This page centralizes control over administrator access, ensuring efficient management of user permissions and system security.

Viewing Administrators

Navigate to Setup → Staff Management → Administrators to view all admin accounts.

Page Features

• Add New button to create an administrator
• Show entries dropdown to control page size
• Search box to find specific administrators

Table Columns

Column	Description
Name	Administrator's full name (shows "(Deleting)" suffix for accounts being deleted)
Email Address	Login email address
Role	Assigned role (e.g., Super Administrator)
Created on	Account creation date and time
Actions	Row action menu

Row Actions

Click the ... (three dots) menu on any row to access:

Action	Description
Edit	Modify administrator details
Delete	Remove this administrator

Super Administrator

The Super Administrator role or primary admin account may show --- instead of actions, as it cannot be modified or deleted.

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Creating an Administrator

Navigate to Setup → Staff Management → Administrators and click Add New.

Administrator Details

Field	Description	Required
Name	Administrator's full name	Yes
Email Address	Login email (must be unique)	Yes
Password	Account password (leave blank when editing to keep existing)	Yes (new)
Confirm Password	Re-enter password for verification	Yes (new)
Role	Select a role from available options (e.g., Super Administrator)	Yes

Create Roles First

Create roles before creating administrators so you can assign appropriate permissions to each account.

Resource Limits

Enable toggles to set optional limits for this administrator:

Field	Description
Hourly sending rate	Maximum emails this administrator can send per hour
Daily sending limit	Maximum emails this administrator can send per day
Monthly sending limit	Maximum emails this administrator can send per month
Maximum threads	Maximum concurrent sending threads this administrator can use

When a toggle is disabled, the administrator has no limit for that resource.

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Managing Administrators

Editing an Administrator

1. Click Edit from the row action menu
2. The form displays: "Update administrator details, modify their assigned roles, and manage their access and settings."
3. Modify account details as needed
4. Click Save

Password

Leave password fields blank when editing to keep the existing password.

Deleting an Administrator

1. Click Delete from the row action menu
2. Choose deletion type:
   • Soft Delete - Deactivate account, preserve data (shows "(Deleting)" status)
   • Hard Delete - Permanently remove account and all associated data
3. If hard delete, select asset reassignment (transfer ownership of lists, campaigns, etc. to another administrator)
4. Confirm deletion

Saving and Canceling

• Click Save to create or update the administrator
• Click Cancel to discard changes and return to the list

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Admin Roles

Admin roles define the permissions and access levels for administrators within the system. Each role is configured with specific privileges, determining what actions the administrator can perform. By assigning roles, you can control who can manage users, settings, content, and other key areas, ensuring secure and efficient system operations.

Viewing Roles

Navigate to Setup → Staff Management → Admin Roles to view all roles.

Page Features

• Add New button to create a role
• Show entries dropdown to control page size
• Search box to find specific roles

Table Columns

Column	Description
ID	Unique identifier for the role
Role Name	Name of the role
Created on	Role creation date and time
Actions	Row action menu

Row Actions

Click the ... (three dots) menu on any row to access:

Action	Description
Edit	Modify role name and permissions
Delete	Remove this role

Super Administrator

The built-in "Super Administrator" role shows --- instead of actions, as it is a system role that cannot be modified or deleted.

---

Creating a Role

Navigate to Setup → Staff Management → Admin Roles and click Add New.

Role Privileges Form

Field	Description	Required
Role Name	Descriptive name for the role	Yes

Example role names:

• "Campaign Manager"
• "List Administrator"
• "Reports Viewer"
• "Full Access"

Permission Selection

The form displays a hierarchical permission tree with checkboxes:

• Check All button - Select all permissions at once
• Search Permissions... - Filter permissions by keyword
• Category checkboxes - Check a parent to enable all child permissions
• Individual checkboxes - Select specific permissions within a category

Permission Structure:

[ ] Category Name (parent)
    [ ] Permission 1 (child)
    [ ] Permission 2 (child)
    [ ] Permission 3 (child)

Checking a parent category automatically enables all child permissions. Unchecking a parent disables all child permissions.

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Permission Categories

Contact Lists

Permission	Description
Add a list	Create new contact lists
Make a copy	Duplicate existing lists
Merge into another list	Combine lists together
Move contacts to another list	Transfer contacts between lists
Split List	Divide a list into multiple lists
Edit List	Modify list settings
Delete Lists	Remove individual lists
Delete lists Bulk	Remove multiple lists at once

Contacts

Permission	Description
Add a contact	Create new contacts
View contact details	Access contact information
View contact log	See contact activity history
Edit contact	Modify contact data
Delete contacts	Remove contacts
Import contacts	Bulk import from files
Export contacts	Download contact data
Bulk contacts update	Mass update contact fields

Custom Fields

Permission	Description
Add a custom field	Create new custom fields
Edit custom field	Modify field settings
Delete custom fields	Remove custom fields

Segmentation

Permission	Description
Add a segment	Create segments with criteria
View segment criteria	See segment rules
View contacts	View contacts matching segment
Delete segments	Remove segments
Export segments	Download segment data
Copy segment to a list	Save segment as a list
Move segment to a list	Transfer segment contacts
Schedule broadcast to a segment	Send campaigns to segments

Suppression

Permission	Description
Email Suppression	Manage suppressed email addresses
Domains Suppression	Manage suppressed domains
IP Suppression	Manage suppressed IP addresses

Broadcasts

Permission	Description
Add a broadcast	Create new broadcasts
Edit broadcast	Modify broadcast content
Delete broadcasts	Remove broadcasts
Make a copy	Duplicate broadcasts
Schedule broadcast	Schedule sending
View scheduled broadcasts	See scheduled queue
Delete scheduled broadcasts	Cancel scheduled sends
Re-schedule a Broadcast	Change send time
Drag & Drop Email Builder	Access visual editor

Split Tests

Permission	Description
Create a split test	Set up A/B tests
Edit split test	Modify test settings
Delete split tests	Remove tests
Schedule a split test	Schedule test execution

Drip Campaigns

Permission	Description
View Drips	Access drip campaigns
Add drip group	Create drip groups
Add a drip	Create individual drips
Edit drip group	Modify group settings
Edit drip	Modify drip content
Delete drip groups	Remove groups
Delete drips	Remove individual drips
Make a copy	Duplicate drips
Start drip campaigns	Activate drip sequences

Triggers

Permission	Description
Add a trigger	Create automation triggers
Edit trigger	Modify trigger settings
Delete triggers	Remove triggers

Statistics

Permission	Description
Broadcast statistics	View campaign performance
Trigger Statistics	View trigger metrics
Detailed Stats	Access granular data
Export Statistics	Download reports

Sending Nodes

Permission	Description
Add a sending node	Configure SMTP/API connections
Edit sending node	Modify node settings
Delete sending nodes	Remove nodes
Make a copy	Duplicate configurations
Test Connection	Verify node connectivity
Set as Active/Inactive	Toggle node status
Export	Download node configurations
Import	Upload node configurations

Sending Domains

Permission	Description
Add a sending domain	Register new domains
Edit sending domain	Modify domain settings
Delete sending domains	Remove domains

Bounce Addresses

Permission	Description
Add a bounce Address	Configure bounce mailboxes
Edit bounce address	Modify mailbox settings
Delete bounce addresses	Remove bounce addresses

Bounce Rules

Permission	Description
Add a bounce rule	Create bounce classification rules
Edit bounce rule	Modify rule conditions
Delete bounce rules	Remove rules

Web Forms

Permission	Description
Create a web form	Build subscription forms
Edit web form	Modify form settings
Delete web forms	Remove forms
Get HTML content	Access form embed code
Download web form	Export form files
Make a copy	Duplicate forms
Copy Post URL	Get form submission URL
Web form templates	Access form templates

Feedback Loops

Permission	Description
Add a feedback loop	Configure FBL addresses
Edit a feedback loop	Modify FBL settings
Delete feedback loops	Remove FBL addresses
View Processed Feedback Loops	See complaint records

Dynamic Content Tags

Permission	Description
Add a dynamic content tag	Create conditional content
Edit dynamic content tag	Modify tag rules
Delete dynamic content tags	Remove tags

Spintags

Permission	Description
Add a spintag	Create content variations
Edit spintag	Modify spintag content
Delete spintag	Remove spintags

Email Templates

Permission	Description
Add Email Template	Create new templates
View Email Templates	Access template library
Edit	Modify templates
Copy	Duplicate templates
Delete	Remove templates
Export to Campaign	Use template in broadcast
View as HTML	Preview template code

Staff Management

Permission	Description
Add a Staff Person	Create administrator accounts
View all Staff Persons	Access administrator list
Edit Staff	Modify administrator details
Delete Staff	Remove administrators
Create Staff Role	Define new roles
Edit Staff Role	Modify role permissions
Delete Staff Role	Remove roles

Tools

Permission	Description
Access Logs	View activity logs
Authentication Logs	View login history
Callback Logs	View webhook callbacks
Exported Files	Access exported data
Cron Status	View scheduled task status

API

Permission	Description
API Management	Configure API access

Settings (Super Admin)

Permission	Description
General Settings	Configure system settings
License Key	Manage license
Cron Settings	Configure scheduled tasks
Primary Domain	Set system domain
Multi-threading	Configure parallel processing
Addons	Manage system addons

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Managing Roles

Editing a Role

1. Click Edit from the row action menu
2. Modify role name or permissions
3. Click Save

Changes apply immediately to all administrators with this role.

Deleting a Role

1. Click Delete from the row action menu
2. If administrators use this role, reassign them first
3. Confirm deletion

warning

Cannot delete roles that are assigned to administrators. Reassign administrators to a different role first.

Saving and Canceling

• Click Save to create or update the role
• Click Cancel to discard changes and return to the list

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Example Roles

Campaign Manager

Permissions:

• Contact Lists (view only)
• Contacts (view only)
• Broadcasts (all)
• Split Tests (all)
• Statistics (all)

List Administrator

Permissions:

• Contact Lists (all)
• Contacts (all)
• Custom Fields (all)
• Segmentation (all)
• Suppression (all)

Reports Viewer

Permissions:

• Contact Lists (view only)
• Contacts (view contact details, view contact log)
• Statistics (all)

Full Access

Permissions:

• All permissions enabled except Staff Management and Settings

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Profile Fields

Profile fields capture additional information about system users. These fields appear on the My Profile page where any logged-in user (administrators and clients) can update their personal information.

User Profiles Only

Profile fields created here are for system user accounts (administrators and clients who log into Mumara). They appear on the "My Profile" page. For contact/subscriber custom fields, use Lists & Contacts → Custom Fields instead.

Viewing Profile Fields

Navigate to Setup → Staff Management → Profile Fields to view all fields.

Table Columns

Column	Description
Field Name	Name of the field
Field Type	Type of input
Required	Yes/No
Status	Active/Inactive
Order	Display position
Actions	Edit, Delete

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Creating a Profile Field

Navigate to Setup → Staff Management → Profile Fields and click Add New.

Field Name

Enter the field name as it will appear in forms.

Examples:

• "Department"
• "Phone Number"
• "Employee ID"

Field Type

Select the input type:

Type	Description	Use Case
Text	Single-line text input	Names, IDs
Multiline Text	Multi-line text area	Notes, descriptions
Dropdown	Single selection from list	Departments, categories
Checkboxes	Multiple selections	Skills, interests
Radio Buttons	Single selection (visible options)	Yes/No, status
Date	Date picker	Birthdays, start dates
JSON	Structured JSON data	Complex data

List of Values

For Dropdown, Checkboxes, and Radio Buttons, enter available options:

1. Enter each value on a new line, or
2. Separate values with commas

Example for Department dropdown:

Marketing
Sales
Engineering
Support

Field Order

Enter a number to control display position on the My Profile page (lower numbers appear first).

Required

Toggle to make the field mandatory when users update their profile.

Status

Toggle to enable or disable the field.

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Managing Profile Fields

Editing a Field

1. Click Edit on a field
2. Modify settings
3. Click Save

Data Impact

Changing field type may affect existing user profile data.

Deleting a Field

1. Click Delete on a field
2. Confirm deletion

Data Loss

Deleting a field removes all data stored in that field from user profiles.

Reordering Fields

Drag and drop fields to change display order on the My Profile page, or edit the Order value.

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Best Practices

Administrator Management

• Least privilege - Grant minimum necessary permissions
• Unique accounts - Each user should have their own account
• Strong passwords - Enforce password complexity
• Regular audits - Review accounts periodically
• Disable, don't delete - Soft delete preserves audit trail

Role Design

• Specific roles - Create roles for specific job functions
• Avoid overlap - Clear boundaries between roles
• Test permissions - Verify access as each role
• Document purposes - Note what each role is for

Profile Fields

• Only necessary fields - Don't collect unnecessary data
• Clear naming - Use descriptive field names
• Consistent types - Use appropriate field types
• Required carefully - Only require essential fields

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Troubleshooting

Cannot Access Feature

Possible causes:

• Permission not granted
• Role misconfigured
• Account inactive

Solutions:

• Check role permissions
• Verify correct role assigned
• Enable account status

Cannot Delete Administrator

Possible causes:

• Account owns resources
• Account is logged in
• System administrator

Solutions:

• Reassign resources first
• Wait for logout
• Check if it's the primary admin

Cannot Delete Role

Possible causes:

• Role has assigned administrators

Solutions:

• Reassign administrators to different role
• Edit role instead of deleting

Profile Field Not Showing

Possible causes:

• Field status inactive
• Display order issue

Solutions:

• Enable field status
• Check field order value
• Clear browser cache and refresh the My Profile page

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Next Steps

• Multi-threading - Configure parallel processing settings
• Sending Nodes - Set up email sending infrastructure
• Custom Fields - Create custom data fields for contacts