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What are the different team roles and what do they mean? - KH1711

Frequently Asked Questions

What are the different team roles and what do they mean?
 
Mail Designer 365 is designed for teams. When you create a team, you can assign users a personalized role according to their needs. Members can discuss designs with you in Crew Chat, send campaigns, and use Direct Mail. Your team doesn’t have to consist solely of colleagues from your company. You can also include external collaborators such as copywriters, photographers, or the client themselves. Here are the different team roles and their meanings:
  • External
    Ideal for: clients, external employees, and managers who want to contribute content and approve or launch campaigns. Can use TeamCloud, Crew Chat, Direct Mail, and campaigns. Cannot purchase plans or stamps for the team.
  • Member
    Ideal for: employees who work closely on emails. Can use TeamCloud, Crew Chat, Direct Mail, and campaigns. Can purchase plans or stamps for the team.
  • Project Manager
    Ideal for: administrators of your team, who don’t necessarily have to be involved in design. Can manage team members, purchase, and assign plans and licenses.
Your admin can change membership levels at any time. To start, you might build your team with just the "Member" level. You can set up a new team at my.maildesigner365.com/teams/create
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