Teammates
The Teammates feature in EmailConsul enables you to share access to your account or specific features with colleagues. You can grant different permission levels, either full access or restricted access based on specific roles or functionalities.
How to Invite a Teammate
Follow these steps to invite a teammate to collaborate on your EmailConsul account:
Navigate to the Teammates Page
From your EmailConsul dashboard, locate the left-hand menu and click on Teammates.
Add a New Teammate
On the right-hand side of the Teammates page, click the Add Teammate button to open the invitation form.
Enter the Teammate’s Information
In the invitation form, provide the email address of the person you want to invite.
Assign Access Level
You have two options for assigning access:
Full Access: Grants complete control over your EmailConsul account.
Custom Access: Uncheck the Full Access box and select specific functionalities the teammate can access. This allows you to tailor permissions based on their role.
Tip: See the screenshot below for an example of available access options.
Managing Access Invitations
Once the invitation is sent, the invited teammate will receive a confirmation email with login instructions. After they complete the account setup, they will be able to access your account based on the permissions you’ve assigned.
Switching Between Accounts
Teammates can easily switch between their own account and shared accounts:
After logging in, click on the profile icon at the top-right corner.
Select Change Account from the dropdown menu.
Choose the account that has been shared with them.
This seamless switching feature allows teammates to collaborate across multiple EmailConsul accounts without needing to log out or use different credentials.
Conclusion
The Teammates feature makes it simple to collaborate within EmailConsul by sharing access in a secure and controlled manner. Whether you’re giving full access or specific permissions, teammates can easily contribute without sharing sensitive login details.