How to add or delete team members from your account?
Last updated February 7, 2024
Adding additional users to your Mailmodo account allows you to collaborate with your team members and manage your email marketing workflows.
In this article, we'll cover how you can add or remove team members from your Mailmodo account.
Prerequisites
The total number of Team members in an account varies with the pricing plans .
What types of users can be added to the account?
There are 2 types of users that can be added to your Mailmodo account:
- Full access users: They can perform all actions in the account
- Limited access users: They can perform all actions in the account except downloading contacts, managing team members, and managing API keys. You can specify if a user will have limited access during the invitation.
How to add a team member to the account?
Step 1: Go to Settings > Team Members
Step 2: Click Add Team Member
Step 3: Enter the team member’s email address and set permissions
Step 4: Click Send invite on email
Step 5: Your team member will receive an email asking them to Accept Invite & Join Team
Please note that the link in the invitation expires after 7 days and you can always resend the invitation
Step 6: On successful registration, they will be added to your team
Please note that if your email is already associated with some account in Mailmodo you will not be asked to set password again. You can login with your existing credentials. In Mailmodo, you can add an email to multiple accounts as a team member. Check this guide for more information
How to delete a team member from the account?
Please note that you need to be a full access user to delete another team member
Step 1: Go to Settings > Team Members
Step 2: Click Delete corresponding to the member you want to remove from the team
- After you delete a user, they'll be logged out automatically and you can add another team member to the account as required
- In case you have accidentally sent an invitation, you can always delete it post which the invitation link will no longer be valid
Please note that the primary user (initially signed up user) cannot be deleted and users will not be able to delete themselves Also, if you wish to change a user's access after adding them, please delete the user and invite them again with updated access.