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OverviewAdding and removing peopleRoles

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Team overview

Your team is everyone who can use Airmailer for your business. Manage it under Settings > Team.

Roles

RoleWhat they can do
OwnerEverything: the Inbox, Knowledge and Updates, plus changing settings, billing and the team
MemberThe Inbox and Knowledge: approve, edit and discard drafts, write replies, and add documents. Members can see settings but not change them.

The person who created the business is always an owner. See Roles for the full list.

Adding someone

An owner adds people under Settings > Team with their name and email address. They get an invitation email and sign in with that address and a sign-in code: there is no password. See Adding and removing people.

On a team

  • Assign conversations to each other, and filter the Inbox by Assigned to you or Unassigned.
  • Leave notes on a conversation or a customer that only your team sees.
  • When Pip is paused in a conversation, the assignee gets an email each time the customer writes.

When someone leaves

An owner removes them under Settings > Team. They lose access straight away.

Next steps

  • Adding and removing people
  • Roles
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