Manage team members

Contents:

Joining a team

First, you need your team’s invite code, which your team admin will be able to provide by following these steps.

Once you have the code, navigate to the Join Team section of your Settings and enter the code.

Click Join and you will be told that your request is now pending approval.

All team admins will then be automatically notified via email that your request is pending. They can follow these steps to approve your request.

Once approved, simply refreshing the page or logging back in to the platform will present you with a new Team page. This is where you can see all things related to your team, for example other members, your team’s validated emails, and your audit log.

Leaving a team

Only a team administrator can remove members. Please contact your team’s administator, which you can find in the Overview section under the Team page.

Removing a team member

Navigate to the Overview section in your Team portal and click Remove from Team in the member’s row menu.

You will be prompted for confirmation, and once complete, that user will no longer have access to any of your team’s resources.

Note: Removing a team member also removes all resources they created from the rest of the team, e.g. any campaign results, custom payloads, etc. remain in the ownership of the delivr.to user that generated them.

Approving a team join request

All team admins will automatically be notified when a request is made to their team.

Requests can be approved by following the link in the email, or navigating to the Overview section in your Team portal, and selecting approve from the prospective member’s row menu.

You will be prompted for confirmation, and then notified when the request has been approved. They are now a member of your team!

Enabling your team’s invite code

You can enable the invite code from the Invite section of the Team page.

Click Enable and you will receive confirmation that your invite code has been enabled.

Click OK and your invite code should now be visible in the Invite section.

Upgrade member to administrator

Navigate to the Overview section of the Team page and select Promote to Admin from the member’s row menu.

You will be prompted for confirmation, and when completed, the target user will then be able to administer your team.

Downgrade administrator to team member

Navigate to the Overview section of the Team page and select Remove Admin from the administrator’s row menu.

You will be prompted for confirmation, and when completed, the target user will no longer be able to administer your team.

Note: There must always be at least one administrator in a team!