Roles
Airmailer has two roles: Owner and Member. A business can have several owners, and always has at least one.
What each role can do
Inbox
| Action | Owner | Member |
|---|---|---|
| See every conversation | ✓ | ✓ |
| Send, edit, rewrite or discard drafts | ✓ | ✓ |
| Write a reply | ✓ | ✓ |
| Pause Pip and resume Pip in a conversation | ✓ | ✓ |
| Resolve, reopen, assign, tag and add notes | ✓ | ✓ |
| Delete customer data | ✓ | - |
| Download conversations as a CSV file | ✓ | - |
Knowledge
| Action | Owner | Member |
|---|---|---|
| Add and delete documents | ✓ | ✓ |
| Upload or remove the product list | ✓ | - |
Updates
| Action | Owner | Member |
|---|---|---|
| See updates and contacts | ✓ | ✓ |
| Send an update | ✓ | - |
Settings
| Action | Owner | Member |
|---|---|---|
| See settings | ✓ | ✓ |
| Change Automatic sending, Email design, Writing style, Notifications, Email addresses and Data retention | ✓ | - |
| Change the plan and billing | ✓ | - |
| Add and remove people, and change roles | ✓ | - |
| Delete tags | ✓ | - |
Changing roles
Under Settings > Team, open the menu on a person's row and choose Promote to Owner or Demote to Member. The person who created the business is always an owner, and the last owner can't be made a member.
When someone leaves
Remove them under Settings > Team rather than making them a member: a member can still see every conversation.