Prerequisite: You must be an admin or owner of the workspace to add, edit, or remove team members.
If you need help managing your cold email infrastructure, you can invite other team members to collaborate within Mailpool. Mailpool provides a collaborative environment with team management features.
Invite Team Members
From your Mailpool dashboard, click "Settings" in the left-side menu.
Under the "Workspace" section, click "Team".
Click "Add Member".
In the pop-up window, enter the email address of the person you want to invite and assign their role.
Click "Invite".
The invited person will receive an email invitation to join the workspace.
Edit or Remove Team Members
From your Mailpool dashboard, click "Settings" in the left-side menu.
Under the "Workspace" section, click "Team".
Locate the team member you want to edit or remove (use the search bar to find them by name or email if needed).
Click the three dots next to their name.
Select:
"Edit" to change the team member's role.
"Delete" to remove the team member from the workspace.
Changes take effect immediately.
Understanding Roles
Workspace roles allow you to assign different permissions to team members. There are two roles:
Owner: Can manage everything, including billing, adding or removing team members, workspace settings, and workspace deletion.
Admin: Have the same permissions as the owner, except workspace deletion.
User: Can manage inboxes and domains, but cannot access workspace management features like billing or team member removal.
Important Note: If the owner of a workspace wants to delete their profile, they must transfer ownership first. If you need assistance with workspace ownership, please contact us via live chat.