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Team Management

Collaborate with your team by adding members and assigning appropriate roles and permissions.

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Accessing Team Settings

  1. Go to Settings in the sidebar
  2. Navigate to Team or Team Members
  3. View all current team members and their roles

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Inviting Team Members

1

Open Team Settings

Navigate to Settings → Team
2

Click Invite

Click the Invite Team Member button
3

Enter Details

  • Enter their email address
  • Select their role
  • Add a personal message (optional)
4

Send Invitation

Click Send Invite to email them
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.

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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

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Role Permissions Matrix

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Changing User Roles

To change a team member’s role:
  1. Go to Settings → Team
  2. Find the team member
  3. Click the Edit button or their role dropdown
  4. Select the new role
  5. Save changes
Role changes take effect immediately. Ensure the user should have the new permissions before changing.

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Removing Team Members

To remove someone from your team:
  1. Go to Settings → Team
  2. Find the team member
  3. Click the Remove button
  4. Confirm removal
What happens when you remove a member:
  • They immediately lose access to your account
  • Their personal MailGreet account remains active
  • Work they created remains in your account

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Pending Invitations

Manage invitations that haven’t been accepted:
  • View all pending invites
  • Resend invitation emails
  • Cancel invitations
  • Track when invitations were sent
If an invitation expires or gets lost, simply cancel it and send a new one.

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Activity Logs

Track what team members are doing: Access activity logs:
  1. Go to Settings → Activity or Audit Log
  2. Filter by user, action type, or date range
  3. Export logs for compliance if needed

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Best Practices

Give team members only the permissions they need. Start with lower access and upgrade if necessary.
Periodically review who has access and remove users who no longer need it.
Encourage team members to use clear profile names so you can identify who’s who.
Make it clear who’s responsible for what tasks to avoid confusion.

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Team Limits by Plan

Need more team members? Consider upgrading your plan or contact sales for custom team sizes.

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Next Steps

Account Settings

Configure your personal account settings

Billing & Plans

Upgrade to add more team members