Team Management Overview

Team Management allows you to invite colleagues to help manage your Airmailer brand. Share access with team members, control permissions with roles, and collaborate on customer communications.

Why Team Management?

Team features enable:

• Shared responsibility: Multiple people can monitor and manage
• Controlled access: Assign appropriate permissions per role
• Collaboration: Work together on brand settings and content
• Accountability: Track who makes changes

Accessing Team Management

Navigate to Team in the sidebar to manage your team members.

Team Concepts

Brands and Teams

Each brand has its own team:

• Team members are associated with a specific brand
• One person can be on multiple brand teams
• Access is controlled per brand

Team Members

People who have access to your brand:

• Can sign in to Airmailer
• Access brand-specific features
• Permissions based on their role

Roles

Define what team members can do:

• Owner: Full access and control
• Member: View and limited management

Team Structure

Brand: Your Company
├── Owner: you@company.com
│   └── Full access to all features
├── Member: colleague@company.com
│   └── View conversations, limited settings
└── Member: support@company.com
    └── View conversations, limited settings

What Team Members Can Do

By Role

| Feature | Owner | Member | |---------|-------|--------| | View conversations | ✓ | ✓ | | View activity | ✓ | ✓ | | View documents | ✓ | ✓ | | Edit brand settings | ✓ | - | | Upload documents | ✓ | - | | Manage team | ✓ | - | | Delete brand | ✓ | - |

Getting Started with Teams

Adding Your First Team Member

1. Navigate to Team in the sidebar
2. Click Add Team Member
3. Enter their name and email
4. They receive an invitation email
5. They sign in and access your brand

Managing Existing Members

• View all team members in the list
• See roles and join dates
• Remove members as needed (owner only)

Team Best Practices

Start Small

• Add only necessary team members
• Expand access as needed
• Review team regularly

Use Appropriate Roles

• Owners: Those who manage the brand
• Members: Those who monitor or support

Regular Review

• Check team membership quarterly
• Remove former employees promptly
• Verify roles are appropriate

Team vs Individual Accounts

| Team Access | Individual Account | |-------------|-------------------| | Multiple people, one brand | One person, multiple brands | | Shared settings | Personal settings | | Role-based permissions | Full owner access | | Collaboration focus | Individual focus |

Security Considerations

Access Control

• Only owners can add/remove members
• Members have limited capabilities
• All actions are logged in audit trail

When Someone Leaves

1. Remove them from the team immediately
2. Review recent activity in audit log
3. Update any shared credentials if applicable

Principle of Least Privilege

• Grant minimum necessary access
• Use Member role when full access isn't needed
• Review and adjust roles as needs change

Common Team Setups

Small Business (2-5 people)

Owner: Business owner (you@company.com)
Members: Support staff (support@company.com)

Growing Team (5-15 people)

Owner: Marketing lead (marketing@company.com)
Owner: Support lead (support@company.com)
Members: Support team (team members)

Enterprise

Multiple owners for redundancy
Members by department
Strict role assignments
Regular access reviews

Team Limits

| Plan | Team Members | |------|--------------| | Starter | 2 members | | Growth | 10 members | | Enterprise | Unlimited |

Next Steps

• Add team members
• Understand roles and permissions
• Monitor team activity