Team Member Permissions

Mailshake has two different user types:

  • Admins
  • Users

Admins and Users have different levels of access to some features in their Mailshake account. We've highlighted those levels of access below:

Feature Users Admins
Campaigns
  • View and edit all campaigns
  • View and edit all Campaigns
  • Create Team Playbooks to assign to users
Prospects
  • Upload CSVs
  • Add prospects individually
  • Create CRM Imports
  • Manage Prospects
  • Upload CSVs
  • Add prospects individually
  • Create CRM Imports
  • Manage Prospects
Mail Accounts
  • Add 1 Mail Account
  • Add any Mail Accounts*
Team Member Management
X
  • Add/Remove Team Members
  • Assign Team Member Roles (Admin/User)
Billing
X
  • Update Billing Information
  • Add/Remove User Seats
  • Upgrade/Downgrade Subscription

* Adding additional Mail Accounts may result in an increase in billing charges which is why adding more than 1 mail account is limited to Admins.

Note: At this time, permissions cannot be customized. This is a feature we may add functionality for in the future.
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