> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mailgreet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Management

> Add team members, assign roles, and manage permissions in MailGreet

# Team Management

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

***

## 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

***

## Inviting Team Members

<Steps>
  <Step title="Open Team Settings">
    Navigate to **Settings → Team**
  </Step>

  <Step title="Click Invite">
    Click the **Invite Team Member** button
  </Step>

  <Step title="Enter Details">
    * Enter their email address
    * Select their role
    * Add a personal message (optional)
  </Step>

  <Step title="Send Invitation">
    Click **Send Invite** to email them
  </Step>
</Steps>

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

<CardGroup cols={2}>
  <Card title="Owner" icon="crown">
    Full access to everything including billing and account deletion
  </Card>

  <Card title="Admin" icon="user-shield">
    Can manage team members and access all features except billing
  </Card>

  <Card title="Editor" icon="pen-to-square">
    Can create and edit campaigns, subscribers, and templates
  </Card>

  <Card title="Viewer" icon="eye">
    Read-only access to view campaigns and analytics
  </Card>
</CardGroup>

### 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:

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

<Warning>
  Role changes take effect immediately. Ensure the user should have the new permissions before changing.
</Warning>

***

## 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

***

## Pending Invitations

Manage invitations that haven't been accepted:

* View all pending invites
* Resend invitation emails
* Cancel invitations
* Track when invitations were sent

<Tip>
  If an invitation expires or gets lost, simply cancel it and send a new one.
</Tip>

***

## 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 |

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

***

## Best Practices

<AccordionGroup>
  <Accordion title="Principle of Least Privilege">
    Give team members only the permissions they need. Start with lower access and upgrade if necessary.
  </Accordion>

  <Accordion title="Regular Access Reviews">
    Periodically review who has access and remove users who no longer need it.
  </Accordion>

  <Accordion title="Use Descriptive Names">
    Encourage team members to use clear profile names so you can identify who's who.
  </Accordion>

  <Accordion title="Document Responsibilities">
    Make it clear who's responsible for what tasks to avoid confusion.
  </Accordion>
</AccordionGroup>

***

## Team Limits by Plan

| Plan       | Team Members   |
| ---------- | -------------- |
| Free       | 1 (owner only) |
| Starter    | 3              |
| Pro        | 10             |
| Enterprise | Unlimited      |

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

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Account Settings" icon="gear" href="/account-settings">
    Configure your personal account settings
  </Card>

  <Card title="Billing & Plans" icon="credit-card" href="/billing-and-plans">
    Upgrade to add more team members
  </Card>
</CardGroup>