Team Management for ContactMonkey Internal Communications

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After you have created your team, you are now ready to start adding members to your team. In the "Manage My Team" tab within your dashboard, you will be able to see how many licenses have been purchased and how many you have left. You will also be able to add users as leaders or members.

There are are two ways to add a user to your team, the first way is to click "Add a Leader" or "Add a Member"

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The other way to add a member is to scroll down to the bottom of the screen to "Suggest Users" and click "Add as Leader" or "Add as Member" beside the user.

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After you have added the user to the team, the user will receive an invite to their email address. Once they have accepted the invite a license will be added to their account and they will be part of the team and be able to share templates and Mail Merge stats with everyone else on the team.

 

To Remove a Leader or Member, all you have to do is click on the red "X" on the right side of the row. The user will be removed immediately and a license will be added to the remaining license counter.

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