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
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Admins are not available |
User
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User
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Adding an Agency Account Team Member
- Check to make sure you are logged into your Agency Account Team and not a client team.
- You can confirm this by checking the Team Name in the upper right corner of your account
- Once you've confirmed, head to Settings
- Click Teammates
- Click Add Teammates
- Type in their Name and the Email Address they will use to log into Mailshake
- Select the Role
- Click Add Teammates
Adding a Client Account Team Member
- Check to make sure you are logged into your Client Team and not the main Agency Team.
- You can confirm this by checking the Team Name in the upper right corner of your account
- Once you've confirmed, head to Settings
- Click Teammates
- Click Add Teammates
- Type in their Name and the Email Address they will use to log into Mailshake
- Click Add Teammates