Team Collaboration

Multiple users can collaborate within the same organization with different permission levels.

User Roles

Admin

Full control over the organization:

• All Manager permissions
• Invite and remove team members
• Change member roles
• Update organization settings
• Configure email domains
• Delete organization

Manager

Handle day-to-day operations:

• Create and send email campaigns
• Manage contacts and audience lists
• Create signup forms
• View analytics
• Save and use templates

Manager role cannot invite members, change settings, or manage the team.

Organization Switcher

Access multiple organizations from the sidebar.

Switching Organizations

1. Click organization name in sidebar
2. Select organization from dropdown
3. Page refreshes with new organization context

Your current organization shows a checkmark and displays your role.

What Changes When You Switch

All data becomes scoped to the selected organization:

• Emails and campaigns
• Contacts and audience lists
• Signup forms and segments
• Analytics and statistics
• Organization settings

Getting Started

For Organization Owners

When you sign up, a default organization is created with you as Admin.

To customize your organization:

1. Go to Settings > Organization
2. Update name and description
3. Click Save Changes

For Team Members

When invited to an organization:

1. Click invitation link from email
2. Sign in or create account
3. Accept invitation
4. Access organization dashboard

Best Practices

• Use email invitations for known team members
• Set expiration dates on shareable links
• Keep at least 2 Admins to prevent organization lockout
• Remove members when they leave your team

Next Steps

• Inviting team members
• Managing team members