How do I add team members in my Agency account?

This article is for customers on a Mailshake Agency Plan. If you don't have an agency plan, click here.

With a Mailshake Agency Plan, you can add users to your Agency Account or one of the Client Teams in your Agency. 

These options grant different levels of access to team members. We've highlighted the differences below.

Agency Account Team Members  Client Team Members 
Admin
  • Access to Agency Billing
  • Can add/edit/delete mail accounts
  • Can access all Agency Teams
Admin
  • Access to Client Team
  • Can add/edit/delete mail accounts in the Client Team
User
  • Can add/edit/delete their mail account in the Agency Team
  • Can access all Agency Teams
User
  • Access to Client Team
  • Can add/edit/delete their mail account in the Client Team

Adding an Agency Account Team Member

  1. Check to make sure you are logged into your Agency Account Team and not a client team.
    1. You can confirm this by checking the Team Name in the upper right corner of your account
  2. Once you've confirmed, head to Settings 
  3. Click Teammates 
  4. Click Add Teammates 
  5. Type in their Name and the Email Address they will use to log into Mailshake
  6. Select the Role 
  7. Click Add Teammates

Adding a Client Account Team Member

  1. Check to make sure you are logged into your Client Team and not the main Agency Team.
    1. You can confirm this by checking the Team Name in the upper right corner of your account
  2. Once you've confirmed, head to Settings 
  3. Click Teammates 
  4. Click Add Teammates 
  5. Type in their Name and the Email Address they will use to log into Mailshake
  6. Select the Role 
  7. Click Add Teammates


Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us