Team Management
Collaborate with your team by inviting members, assigning roles, and managing permissions.
Overview
FormaMail supports team collaboration. Invite team members, control their access levels, and work together on templates and campaigns.
Team Roles
Owner
- Full access to all features
- Can delete team
- Can manage billing
- Cannot be removed
Admin
- Manage team members
- Create/edit/delete templates
- Send emails
- View analytics
- Manage API keys
Member
- Create/edit templates
- Send emails
- View own analytics
- Cannot manage team
Viewer
- View templates (read-only)
- View email logs
- View analytics
- Cannot create or send
Inviting Members
- Go to Settings → Team
- Click Invite Member
- Enter email address
- Select role
- Click Send Invitation
Member receives email invitation with signup link.
Managing Members
Change Role
- Find member in list
- Click role dropdown
- Select new role
- Changes apply immediately
Remove Member
- Click ”…” menu on member row
- Select Remove
- Confirm removal
- Member loses access immediately
Resend Invitation
For pending invitations, click Resend to send email again.
Team Activity
View recent team activity:
- Member joined/left
- Templates created/modified
- Emails sent
- API keys generated
Best Practices
- Use appropriate roles: Grant least privilege needed
- Review regularly: Audit team members quarterly
- Remove promptly: Remove members when they leave
- Document access: Keep records of who has access