Once the postmaster verification is completed, [Team Admins] can directly create new accounts and configure their environments, making the management of the entire [User Team] simpler and more efficient.
Once any [Team Admin] in the [User Team] verifies the domain’s postmaster status, all [Team Admin] can create new SalesCatalysts accounts under that domain, allowing new users to access all features without verifying their [Login Email]. This greatly simplifies the process of creating and managing new accounts.
Technically, the postmaster email address of a domain must begin with postmaster@, and its owner can create any other email addresses within its domain.
Once the postmaster’s status is verified, there is no need to verify other email addresses within the domain, as the postmaster has management and control over all email addresses within the domain and can create or delete any email addresses within the domain at any time.
You must first join or create a [User Team] and be a [Team Admin] to proceed with the following steps.
First, ensure you own and can use your domain’s postmaster email address to receive emails. For example, if your domain is example.com, ensure you can receive emails from postmaster@example.com.
Log in to your account, then go to [Settings] > [Multi-user] > [User Team] page.
In the [Your User Team] section, you will find [Domain with Postmaster Status]. If there are any domains with verified postmaster status in the [User Team], they will be displayed here.
Click [Verify New Domain] to verify a new postmaster status. In the popup window, enter the postmaster email address, which must begin with postmaster@. We will send a verification email to this address. Simply enter the verification code in the window to complete the verification, proving that your [User Team] owns the postmaster status of the domain.
After completing the postmaster status verification, you can create new SalesCatalysts accounts under this domain, allowing new users to access all features without verifying their [Login Email].
Go to [Settings] > [Multi-user] > [User Team] page.
In the [Team Members] section at the bottom, click the [Create User] button.
In the popup window, enter the new user’s [Login Email], [Password], [Name], and [Language] to complete the creation of a new account. The [Login Email] must not be the same as an existing user, and the domain part can only choose the domain with verified postmaster status.
After creation, the new account will automatically become a [Team Member] of your [User Team].
Please note that [Lock Account] is enabled by default, meaning that the newly created account will be in a [Locked] state after creation. If you want the account to be available immediately after creation, please disable this option.
If the account is in the [Locked] status, users cannot log in to the SalesCatalysts website with their [Login Email] and [Password]. As a [Team Administrator], you can still use the [Login as Team Administrator] feature to directly access these accounts. You can set up the user environment, change settings, and import data for the user. No email notifications will be sent to the user’s [Login Email] in the [Locked] account, such as notifications about imports, user links, or resource transfers.
After setup is complete, or at any time, the [Team Administrator] can unblock the account to allow the user to start using their account.
Although the newly created accounts above do not require [Login Email] verification to use all functions, this does not mean that the [Team Administrator] can use invalid or fake email addresses to create accounts. If the system sends notifications to the [Login Email] and receives a bounce-back, we will require the user to correct their [Login Email] and perform verification. Only after confirming that the email address is genuine and valid can the user continue to use the service.
Normal new users need to register a [Free Account] on the SalesCatalysts website. Simply provide a non-free or non-public email address that can receive emails to complete the registration.
After creating an account, users need to log in to their [Free Account] and verify their [Login Email] to access all features, such as sending emails, SMS, and MMS.
Verifying the [Login Email] ensures that the user’s email address is real and valid, capable of receiving notifications and updates, and protects account security. It also prevents invalid or fake email addresses from registering new accounts, using SalesCatalysts as a spam platform.
For internal IT administrators, having users register [Free Accounts] themselves can be a very cumbersome process, involving a lot of communication and verification work, and they cannot know the account creation status of each user.
To solve this problem, we have designed a feature that allows [Team Admin] to directly create SalesCatalysts accounts for users under certain circumstances. Once the account is created, new users can access all features without verifying their [Login Email]. This design simplifies the account creation process and facilitates subsequent management. For example, IT administrators can create accounts for multiple users, set [User Information], [User Connections], and [Transfer Resources], then notify users to log in and use them.