Team Management
Collaborate with your team by adding members and assigning appropriate roles and permissions.Accessing Team Settings
- Go to Settings in the sidebar
- Navigate to Team or Team Members
- View all current team members and their roles
Inviting Team Members
The invitee will receive an email with a link to join your team. They’ll need to create a MailGreet account if they don’t have one.
User Roles
Owner
Full access to everything including billing and account deletion
Admin
Can manage team members and access all features except billing
Editor
Can create and edit campaigns, subscribers, and templates
Viewer
Read-only access to view campaigns and analytics
Role Permissions Matrix
| Permission | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| View campaigns & analytics | ✅ | ✅ | ✅ | ✅ |
| Create/edit campaigns | ✅ | ✅ | ✅ | ❌ |
| Manage subscribers | ✅ | ✅ | ✅ | ❌ |
| Create/edit templates | ✅ | ✅ | ✅ | ❌ |
| Send campaigns | ✅ | ✅ | ✅ | ❌ |
| Manage team members | ✅ | ✅ | ❌ | ❌ |
| Access integrations | ✅ | ✅ | ❌ | ❌ |
| Manage billing | ✅ | ❌ | ❌ | ❌ |
| Delete account | ✅ | ❌ | ❌ | ❌ |
Changing User Roles
To change a team member’s role:- Go to Settings → Team
- Find the team member
- Click the Edit button or their role dropdown
- Select the new role
- Save changes
Removing Team Members
To remove someone from your team:- Go to Settings → Team
- Find the team member
- Click the Remove button
- Confirm removal
- They immediately lose access to your account
- Their personal MailGreet account remains active
- Work they created remains in your account
Pending Invitations
Manage invitations that haven’t been accepted:- View all pending invites
- Resend invitation emails
- Cancel invitations
- Track when invitations were sent
Activity Logs
Track what team members are doing:| Activity Type | Examples |
|---|---|
| Campaigns | Created, edited, sent, deleted |
| Subscribers | Imported, added, removed |
| Templates | Created, modified, deleted |
| Settings | Changed, updated |
| Team | Members added, removed, roles changed |
- Go to Settings → Activity or Audit Log
- Filter by user, action type, or date range
- Export logs for compliance if needed
Best Practices
Principle of Least Privilege
Principle of Least Privilege
Give team members only the permissions they need. Start with lower access and upgrade if necessary.
Regular Access Reviews
Regular Access Reviews
Periodically review who has access and remove users who no longer need it.
Use Descriptive Names
Use Descriptive Names
Encourage team members to use clear profile names so you can identify who’s who.
Document Responsibilities
Document Responsibilities
Make it clear who’s responsible for what tasks to avoid confusion.
Team Limits by Plan
| Plan | Team Members |
|---|---|
| Free | 1 (owner only) |
| Starter | 3 |
| Pro | 10 |
| Enterprise | Unlimited |
Need more team members? Consider upgrading your plan or contact sales for custom team sizes.