ContactMonkey makes it easy to work with your teammates. Use Teams to collaborate seamlessly on emails, templates, and other tasks. Learn about Teams and how to use them below.

Getting Started

To edit your ContactMonkey Teams, you must have Admin or Owner-level permissions. You can learn more about how Teams and Roles work here.

Default Team: All ContactMonkey accounts come with an automatically created Default Team. You cannot edit or delete the Default Team.

Primary Team: All ContactMonkey users must have a Primary Team. By default, this is where content is created and sent from unless they choose to send from a Secondary Team. When changing a user's Primary Team, you can select whether to move their assets between the teams.

Secondary Team: Secondary Teams are optional. ContactMonkey users can have multiple secondary Teams. You cannot move assets between Secondary Teams.

Create A Team

To create a new Team, follow these steps:

1. 1. • Sign in to your ContactMonkey dashboard
      • Click your name on the top right side to open up the menu
      • Select Settings
      • Select User Management from the options along the left-hand side
      • Select Teams, located above the Search bar
      • Click + Create Team
      • Enter the team name, and click Create.
        
        

Change A User's Team

You can switch a user's Primary Team and add, remove, or switch Secondary Teams.

When changing a Primary Team, you can select if you wish to move the user's assets (sent emails, library, templates, saved row, and sent SMS) from the old Primary Team to the new one. Moving these assets also brings all historical data to the new team.

You cannot move assets from a Primary Team to a Secondary Team or between Secondary Teams.

To change a user's team, follow these steps:

• • • Sign in to your ContactMonkey dashboard
    • Click your name on the top right side to open up the menu
    • Select Settings
    • Select User Management from the options along the left-hand side
    • Select Teams, located above the Search bar
    • Click + Create Team
    • Enter the team name, and click Create.
      
      

Remove Or Rename A Team

If you need to edit or delete a Team, you can do so following these steps: 

1. 1. • Sign in to your ContactMonkey dashboard
      • Click your name on the top right side to open up the menu
      • Select Settings
      • Select User Management from the options along the left-hand side
      • Select Teams, located above the Search bar
      • Click the three dots (    ) next to the Team you wish to delete or rename.
      • Select Remove or Rename from the drop-down list
      • Confirm your changes.

Note: You cannot remove the Default Team.

Best Practices For Managing Teams

Rather than changing a user's Primary Team, we recommend adding Secondary Teams to that user. That way, they are able to access all content across their Team(s).

Why: Changing a user's Primary Team can cause confusion and alarm for the user.