SendX makes it easy to add new team members to your account, allowing multiple users to manage and control your marketing campaigns. Whether you're juggling multiple campaigns, handling numerous offers and leads, or bringing in an external agency to support your marketing, giving the right people access can streamline your workflow and boost productivity.
In this guide, we’ll walk you through how to add new members to your team in just a few simple steps.
Let’s get started!
We offer three roles:
Admin: Has full access to the account.
Contributor: Can access campaigns but cannot view contacts.
Viewer: Can access campaigns and reports.
You can add a new member to your account with just a few clicks:
In your SendX Dashboard, click on the user icon and select Settings button on the top right, which looks like this.
Go to the Team Members.
Select New Member.
Type the email address of the member you want to add assign a suitable role for them
Click on the Send Invite button to send out an invite to the member's inbox.
The member just needs to create a free SendX account and log in to be able to access her SendX account (according to his role).
If you wish to revoke a team member’s role, simply click on the three dots next to their email address and select "Revoke" from the menu.
If you wish to remove a team member’s role, simply click on the three dots next to their email address and select "Delete" from the menu.
If you have any questions or need further assistance, feel free to reach out — we're always here to help.
Happy emailing! ✉️😊
The SendX Team