{"id":438,"date":"2024-10-10T16:18:25","date_gmt":"2024-10-10T14:18:25","guid":{"rendered":"https:\/\/www.lemlist.com\/academy\/?p=438"},"modified":"2024-10-10T16:19:45","modified_gmt":"2024-10-10T14:19:45","slug":"invite-and-manage-your-team","status":"publish","type":"post","link":"https:\/\/academy.lemlist.com\/academy\/start-with-lemlist\/setup-your-account\/invite-and-manage-your-team\/","title":{"rendered":"Invite and manage your team"},"content":{"rendered":"\n

Learn how to create a team, manage users, and adjust settings in lemlist for smooth collaboration.<\/p>\n\n\n\n

Create a new Team<\/h2>\n\n\n\n

To start collaborating, you need to create a team within your lemlist account.<\/p>\n\n\n\n

1<\/span>
Go to the Teams<\/strong> in the bottom left corner<\/div><\/div>\n\n\n\n
\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
2<\/span>
Create a New Team:<\/strong> Click on the “Create a new Team” button. Enter your team name and any relevant details.<\/div><\/div>\n\n\n\n
3<\/span>
Rename Your Team:<\/strong> You will be taken to the Cockpit where you can edit the name by clicking on the icon below: <\/div><\/div>\n\n\n\n
\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

Managing Team Members: Adding and Removing Users<\/strong><\/h2>\n\n\n\n

Invite Team Members<\/strong><\/h3>\n\n\n\n
    <\/ol>\n\n\n\n
    1<\/span>
    While in the Cockpit,<\/strong> invite members by clicking on Invite users<\/strong>:<\/div><\/div>\n\n\n\n
    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
      <\/ol>\n\n\n\n
      2<\/span>
      Next, you can enter the email addresses and select the appropriate roles for your team members:<\/div><\/div>\n\n\n\n
      \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
        <\/ol>\n\n\n\n
        3<\/span>
        Then to officially invite them, just click on Send invitation:<\/strong><\/div><\/div>\n\n\n\n
        \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
        4<\/span>
        Accept invite:<\/strong> Log in to the account of the invited user and accept the invitation from the notifications<\/div><\/div>\n\n\n\n
        \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
          <\/ol>\n\n\n\n

          If they don’t have an account, they need to create one and then accept the invitation as described above.<\/p>\n\n\n\n

          Remove Team Members<\/h3>\n\n\n\n
          1<\/span>
          While in the Cockpit, remove<\/strong> members by clicking on Remove user<\/strong><\/div><\/div>\n\n\n\n
          \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

          <\/p>\n\n\n\n

          Manage user rights<\/h2>\n\n\n\n

          Assigning roles ensures that team members have the right level of access<\/p>\n\n\n\n

            \n
          • Agency Roles:<\/strong> You can set different roles such as Admin<\/strong>, Manager<\/strong>, or Extern<\/strong>, each with specific permissions. Choose roles based on the tasks your team members will handle.<\/li>\n<\/ul>\n\n\n\n

            Roles and Associated Permissions<\/strong><\/p>\n\n\n\n

              \n
            • Admin<\/strong>: Full access to all aspects of the accounts they are part of, with exclusive access to the cockpit menu.<\/li>\n\n\n\n
            • Member<\/strong>: Access to everything except the billing section. Members cannot invite or remove other users from the team, or change their own role or the role of others.<\/li>\n\n\n\n
            • Extern<\/strong>: Limited access; can only view their team’s account report if they were granted password-less login when invited.<\/li>\n<\/ul>\n\n\n\n

              Manage user account<\/h2>\n\n\n\n

              You have the ability to edit various aspects of your team members’ settings in lemlist.<\/p>\n\n\n\n

              Here\u2019s how you can change user settings and ensure everyone is set up for success, you can:<\/p>\n\n\n\n

                \n
              • Change user account details such as first name, last name, picture, and password.<\/li>\n\n\n\n
              • Set a specific custom tracking domain for individual users.<\/li>\n\n\n\n
              • Adjust the sending limits for each user.<\/li>\n\n\n\n
              • Edit their email signature.<\/li>\n<\/ul>\n\n\n\n

                *Please note that only Admins in lemlist have the authority to modify settings for other users.<\/p>\n\n\n\n

                1<\/span>
                To access these settings, head to your Cockpit<\/strong>, then Teams<\/strong> section<\/div><\/div>\n\n\n\n
                \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
                1<\/span>
                In the list of users, locate the user whose settings you want to edit. You can also use the search bar in the cockpit to find the user more quickly.<\/div><\/div>\n\n\n\n
                2<\/span>
                Click on the three dots<\/strong> next to the user’s name to open the options menu.<\/div><\/div>\n\n\n\n
                3<\/span>
                Select “Edit<\/strong>“<\/div><\/div>\n\n\n\n
                \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

                Send emails on behalf of someone else<\/h2>\n\n\n\n

                When managing communications, you may find the need to send emails on behalf of a colleague or another person. This can enhance collaboration and ensure that messages appear to come from the appropriate source.<\/p>\n\n\n\n

                  \n
                1. Go to a campaign you have created.<\/li>\n\n\n\n
                2. Go to the Sequence<\/strong>, and click on the option \u201cSelect a sender\u201d<\/strong><\/li>\n\n\n\n
                3. Choose from all connected email providers:<\/li>\n<\/ol>\n\n\n\n
                  \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

                  <\/p>\n","protected":false},"excerpt":{"rendered":"

                  Learn how to create a team, manage users, and adjust settings in lemlist for smooth collaboration. Create a new Team To start collaborating, you need to create a team within your lemlist account. Managing Team Members: Adding and Removing Users Invite Team Members If they don’t have an account, they need to create one and […]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-438","post","type-post","status-publish","format-standard","hentry","category-setup-your-account"],"acf":[],"_links":{"self":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/438","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/comments?post=438"}],"version-history":[{"count":2,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/438\/revisions"}],"predecessor-version":[{"id":451,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/posts\/438\/revisions\/451"}],"wp:attachment":[{"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/media?parent=438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/categories?post=438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/academy.lemlist.com\/academy\/wp-json\/wp\/v2\/tags?post=438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}