Admin
Teams & Notifications
A team is a shared workspace: its members see the same contacts, campaigns, and email accounts, and draw on one plan's limits. This guide covers the role model, inviting people (including analytics-only clients), running multiple teams, and notification settings.
In this guide you will:
- understand the four roles and what each can do
- invite members and manage pending invitations
- scope client access to specific campaigns
- configure notification preferences
Roles
| Role | What it can do |
|---|---|
| Owner | Everything, including deleting the team. One per team; the owner cannot be removed. |
| Admin | "Manage team members, billing, and settings" — full working access plus member management and billing. |
| Member | "Collaborate on campaigns with limited settings access" — everything except billing and destructive team settings. |
| Client | "View analytics only — no campaign or settings access" — sees Analytics scoped to campaigns explicitly shared with them. |
Role gating shows up throughout the app: the Billing tab is Owner/Admin only, clients get an Analytics-only sidebar, and members see everything except billing. The docs call these out per feature.
Inviting people
Settings → Teams holds the team management section:
- Under Invite team members, enter the email address, pick a role, and click Send Invite.
- The invitee gets a link to a "Join your team" page — new users set a password there, existing users sign in. See Accounts & authentication.
- Pending invitations lists outstanding invites with their expiry and Pending/Expired badges, plus resend and revoke actions. Invitations expire after 7 days; resending issues a fresh link.
The Team memberstable shows each person's role and join date, with removal via the trash icon — removed members lose access immediately, while the work they created stays with the team.
Client access scoping
Inviting a Client requires selecting at least one campaign or newsletter campaign they may see — the invite form will not send without it. Adjust later via Edit accesson the member row, which opens "Edit client access" to choose the campaigns visible in their analytics.
Multiple teams
- The sidebar's team dropdown ("Switch Team") moves between workspaces; each team's data is fully separate.
- Create New Team in the same dropdown requires a Professional or Businessplan — on lower plans the item shows "(Pro+)" and prompts an upgrade. All teams share the account's usage limits, so coordinate large sends across departments.
- Only the Owner sees the Danger zone with Delete this team.
Notifications
Notification preferences live in Settings → General (not visible to clients):
- Campaign Completed — when a campaign finishes sending.
- Weekly Performance Report — a summary email.
- Low Email Credits — when credits fall below 10%.
- Email Account Paused— marked "Always on"; a broken sending account is never silent.