Adding Team Members to QuickMail

What are Team Members?

Adding team members is useful for accounts or agencies that are managed by multiple users. This will allow each users to login user their own email address.
Team members can add/import prospects and can also create and manage campaigns.

It's possible to add as many team members as needed for no additional charge.

What are the types of Team Members? 

Admins 

Can do:
  • Import and Export Prospects
  • Invite Team Members
  • Create and Manage everything in the account except for the list below
  • Set other Team Members as Admin
Cannot do:
  • Manage and Access Private Inboxes owned by a different Team Member
  • Manage and Access Private Campaigns owned by a different Team Member

  • Manage Tasks in the To-Dos generated from Private Inboxes they do not own


Non-Admins 

Can do:
  • Import and Export Prospects
  • Invite Team Members
  • Create and Manage everything in the account except for the list below
Cannot do:
  • Change the card on file
  • Update Billing Info
  • Modify the subscription 
  • Buy email verification credits
  • Buy cold email course
  • Manage and Access Private Inboxes owned by a different Team Member
  • Manage and Access Private Campaigns owned by a different Team Member
  • Manage Tasks in the To-Dos generated from Private Inboxes they do not own

How to Add a Team Member? 

There are two types of accounts in QuickMail: Team and Agency. Here's how to add a Team Member based on the type of account.

1. Team Accounts

To add a team member, go to Settings -> Team -> click Add member to the organization

Generate and copy the invite link ->  send it to the person you want to add to the team. 

The new team member can choose to log in with their own email (Google/Outlook) or social media account (Facebook/LinkedIn).   

2. Agencies

To add a team member for Agencies, go to the Agency Dashboard -> Settings -> Team -> click Add member to the organization

Generate and copy the invite link ->  send it to the person you want to add to the team. 

Where can I see each Team Member's activities? 

All activities can be seen and filtered on the Audit Logs. To access the Audit logs, go to Settings -> Team -> Audit Log

On the Audit Logs, Filter the logs by user. 

Why are my inboxes, to-dos, and campaigns not visible to my Team Member? 

The reason inboxes, To-Dos, and campaigns are not visible to other Team Members was that they are Private. Private inboxes and campaigns are only visible to owners.  To fix this, the campaign must be

1. Share an Inbox  

To share an inbox, go to Settings -> Inboxes ->  click a specific inbox 

From 

2. Share a Campaign 

To share a Campaign, go to Campaigns -> click a specific campaign -> change sharing options:

Q: Can I limit my team member's activity? 

A: Nope, that's not possible yet. Please send an email to support@quickmail.io about why you'd need to have that option so we can check what we can do.

Q: Why can't I generate an invite link?

A: Only team members of the account can generate an invite.  If the email address you're using to access QuickMail is not added as a team member of the account, when you try to generate an invite link, it will lead to a permission error.

To check who are the team members of the account, simply go to the Team page.

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