What this helps you do
You can invite your team and give each person the right level of access, so a program lead or coordinator manages their own area while you keep oversight.
When to use it
Use roles when more than one person sends messages, or when you want a coordinator to run one audience while leadership keeps the broad sends.
How to do it
- Open the Team screen.
- Invite a person by email; they sign in as themselves.
- Pick a role: Owner and Admin reach every audience, a Leader is limited to specific audiences they can send to and read replies from, and a Viewer is read-only.
- For a Leader, choose which audiences they can send to.
Example
You invite your Volunteer Coordinator as a Leader limited to the Volunteers audience, so she handles shift updates on her own. Your development lead gets Admin to steward donors across every audience, while a board member gets Viewer to read along.
Good to know
- Everyone signs in with their own account, so you always know who sent what.
- A Leader only sees replies from the audiences they manage.
- Use Viewer for someone who should read but not send.