How do you invite someone into your organization?
Inviting someone to your organization allows you to collaborate seamlessly, whether with colleagues, team members, or clients. Follow these steps to add users to your organization in Maileroo.
1. Accessing Your Organization
- Go to the Organizations tab. Here, you’ll see a list of organizations you’re a part of or have created.
- Select the organization you want to add someone to. Once you’ve entered the correct organization, the side navigation menu will display a new dropdown menu with tools and features specific to that organization. Additionally, the name of the selected organization will appear at the top centre of your screen, confirming you’re in the right place.
2. Navigating to Team Management
- In the left-hand dropdown menu, click on Settings.
- Inside the Settings page, you’ll find multiple tabs. Select Team Management to access the team settings where you can invite users to the organization.
3. Inviting a New User
- In the Team Management section, click the Invite User + button located in the top-right corner.
- This will open a pop-up where you can enter the email address of the person you wish to invite. After submitting their email, an invitation link will be sent to them. Once they click the link, they’ll complete a few steps to join your organization.
Please note - to invite a user they must already have an account with Maileroo - they simply just need to create one so that you can invite that individual into your organization. They can create an account here.
4. Assigning Roles to New Users
Once they join, you can assign them a specific role that determines their permissions within the organization:
- Admin: Has full access to all organizational settings, including user management.
- Editor: Can manage contacts, templates, and widgets, and send emails on behalf of the organization.
- Member: Limited to sending emails on behalf of the organization.
These roles allow you to control each team member’s access level, ensuring that everyone has the appropriate permissions and security.
5. Managing Your Team’s Collaboration
With the right roles in place, you have complete control over user permissions, allowing you to manage large collaborations with peace of mind. Each role provides essential functions, making teamwork and client oversight both secure and efficient.
By following these steps, you can build a collaborative environment tailored to your organization's needs.
6. Canceling a User Invitation
If you added someone by accident and they haven't accepted the invite request yet, you can simply click on the Invite User + button to view pending invitations and select Cancel to withdraw the invitation. This action will prevent that email address from accessing the link and joining your organization.
If the user has already accepted the invite and joined, go to the Team Management tab, where you’ll see a list of current users. Simply click the Bin icon next to the user’s name to remove them from your organization.
7. Editing a User’s Role
Once a user has accepted their invitation, you can change their role within the team as needed. In the Team Management tab, locate the user whose role you’d like to modify, then click the Change Role button. This will open a modal where you can select from the three available roles. Once chosen, the user’s permissions will update to match their new role.
