Team Members

Learn how to add, manage, and remove team members from your Airmailer brand. Effective team management ensures the right people have access to help manage your customer communications.

Viewing Team Members

Navigate to Team in the sidebar to see your team roster.

Team List

The team list shows:

| Column | Description | |--------|-------------| | Name | Team member's display name | | Email | Their email address | | Role | Owner or Member | | Joined | When they joined the team |

Adding Team Members

Prerequisites

• You must be an Owner to add members
• The new member needs a valid email address
• You must have available team slots (plan dependent)

Steps to Add a Member

1. Navigate to Team in the sidebar
2. Click the Add Team Member button
3. Enter the member's details:
   • Name: Their display name
   • Email: Their email address
4. Click Add Member

What Happens Next

If they're new to Airmailer:

• Account is created automatically
• They receive an invitation email
• They set up their password
• They can access your brand

If they already have an Airmailer account:

• They're added to your brand
• They see your brand in their dashboard
• No new account needed

Invitation Email

The new member receives an email containing:

• Invitation to join your brand
• Link to sign in or create account
• Your brand name

Managing Existing Members

Viewing Member Details

Click on a member to see:

• Full profile information
• Role assignment
• Join date
• Activity summary

Changing Member Roles

As an Owner:

1. Click on the member
2. Select new role (Owner/Member)
3. Save changes

Note: Be careful when changing someone to Owner—they gain full control of your brand.

Removing Members

To remove a team member:

1. Click on the member
2. Click Remove from Team
3. Confirm the removal

The member:

• Loses access immediately
• Can no longer see your brand
• Keeps their Airmailer account (for other brands)

Member Lifecycle

Onboarding a New Member

1. Add to team: Enter their details
2. They receive invite: Check email
3. They sign in: Create account if new
4. They access brand: Full access per role
5. Brief them: Explain their responsibilities

Offboarding a Member

When someone leaves your team:

1. Remove from team: Immediately revoke access
2. Review activity: Check audit log for recent changes
3. Update responsibilities: Reassign their duties
4. Notify team: Inform other members if needed

Bulk Operations

Currently, members are managed individually. For bulk operations:

• Add members one at a time
• Remove members one at a time
• Contact support for enterprise bulk needs

Team Member Notifications

Members receive emails for:

• Initial invitation
• Role changes (optional)
• Important brand updates (optional)

Configure notification preferences in account settings.

Common Scenarios

Adding a Support Staff Member

Use case: Support team member needs to view conversations

Role: Member
Access: View conversations, activity, documents
Cannot: Change settings, add documents, manage team

Adding a Marketing Manager

Use case: Marketing lead needs full control

Role: Owner
Access: Everything
Can: Change settings, manage team, full control

Adding a Contractor

Use case: Temporary help monitoring conversations

Role: Member
Access: Limited view access
Remember: Remove when contract ends

Troubleshooting

Invitation email not received

• Check spam/junk folder
• Verify email address is correct
• Try resending the invitation
• Check email domain isn't blocked

Member can't access brand

• Verify they accepted the invitation
• Confirm they're signing in with correct email
• Check their role permissions
• Ensure your plan allows more members

Can't add more members

• Check your plan's member limit
• Upgrade plan for more seats
• Remove unused members to free slots

Best Practices

Before Adding

• Confirm they need access
• Choose appropriate role
• Prepare brief on their responsibilities

After Adding

• Verify they can sign in
• Brief them on brand configuration
• Share any internal documentation

Regular Maintenance

• Review team list monthly
• Remove inactive members
• Verify roles are still appropriate

Privacy Considerations

When adding team members, they can see:

• Email conversations with customers
• Customer email addresses
• Brand settings and documents

Ensure they understand data handling responsibilities.

Next Steps

• Understand roles and permissions
• Review audit log for team activity
• Return to team overview