One of our collaborative features- ability to manage User Roles will enable you to assign different roles to members of your workspace.

You can add any member to your workspace, whether it's your email copywriter, your designer, your Marketing Team Manager, or even clients and external stakeholders.

Enable a user in your workspace to be Viewer, Viewer & Editor, or Admin.

It will especially be helpful if you have different project/client folders and members working on those projects in the same workspace.

To use this feature, click on the ''Manage users'' icon in your dashboard.

You can invite clients/colleagues that work with you on your emails to your workspace there and assign roles to them!

When you enter your workspace, create a folder if you already don't have one by clicking on the plus button.

When you create a folder, you will see the ''Manager roles'' icon in the upper right hand corner.

If you are in the free plan, you will have to purchase the pro plan to access the feature.

When clicking on the folder which you want your workspace members to see, you will share the emails in the folder with them. If you don't have any members in your workspace, firstly you will need to invite them to your workspace in the ''Invite and manage members tab in the workspace menu.

You can also change the user roles here and choose whether you want to assign user to all folders or not.

When that's done, you can change roles also in the dashboard by clicking the manage roles button.

  • Viewer- can view and send test emails
  • Editor - view, edit, send test emails and export them
  • Admin- view, edit, send test emails, export them, invite and manage members

This is how ''Viewer'' access will look like:

Editor access:

Admin access:

Note: You need to assign users to each of the folders in your workspace individually. Also, when you are creating a new folder.

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