Organization Administrator Quick Start Guide
Edit in CMSWelcome! As an Org Admin, you have the keys to everything across every channel and organization setting. Here’s what to focus on:
At the login screen. Enter your email and click the forgot password to gain access to your Letterhead account.
Make sure to add ‘[email protected]’ to your contacts, in order to ensure you receive your login credentials
🔗 How to set your Letterhead Password
- Org Dashboard: Cross-channel audience growth and delivery performance.
- Audience: Search audience members by channel, name, or status.
- Promotions: Launch promotions across multiple channels.
- Newsletters: Full access to create, automate, and curate.
- Templates: Create and edit.
- Curations: Add articles via RSS Feeds, Browser Extension, or API
- Automations: Set up recurring sends.
- Archive: View published newsletters as they appear publicly.
- Reports: Custom reports across periods.
- Teams: Add/remove users and assign roles.
- Settings: API keys, integrations, sending domains, webhooks.
- All Channel/Content Contributor Level Tools
Note: Organization Admins have all the permissions of Channel Admins and Content Contributors, plus access to organization-wide settings and dashboards.
Get Started:
Section titled “Get Started:”- Navigate to your Org Dashboard to assess performance.
- Add team members in Settings > Teams.
- Review and configure Sending Domains.
- Generate insights in Reports.
- Update Audience Policies in Settings > Newsletters.
Recommended Videos and Articles:
Section titled “Recommended Videos and Articles:”-
📽️ Managing team members: adding and assigning roles/channels
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📃 Exporting Reports ](/support/contact-support/)
Still can’t find what you need? Contact support.