How To Add New Members To Your Team

SendX allows multiple users to manage and control your Marketing Campaigns. This can be extremely useful when you have a large number of campaigns, offers and leads to manage or if you want to hire an external agency to handle your marketing.

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 your user picture and the Settings button on the top right which looks like this. 

  • Go to the Members tab.

  • Select Add Member then 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).

Congratulations! You now have a new team member all set to take action with SendX!

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