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Team Accounts

Team accounts are great for when you need multiple people from within your organisation to access or create campaigns. Each member will have their own login details, but will be able to access the same campaigns.

Inviting a new Team Member

Login to your account and head to the Teams page, under the Account heading on the sidebar. Once you're there, select Invite team member. Enter the details and the user will be sent an email to create an account.

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Roles

  • Viewer: Can view all campaigns and recipients but not create campaigns or add new recipients.
  • Editor: Can do everything that the viewer can do, as well as create new campaigns, edit existing campaigns, add recipients to campaigns. New campaigns created use the billing details attached to the primary company account, so that various members of your organisation or company can create campaigns, but all the billing will be in one place.

Editing users

You can edit the roles of users from the team page by clicking 'Edit Role' in the options column:

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