ContactMonkey uses roles and teams to control collaboration, permissions, and analytics. Teams organize users by department or function, while Roles determine what actions each user can perform.
Who Can Manage Users and Teams
Only Owners and Admins can invite users, assign roles, and manage team memberships in ContactMonkey.
What Are Teams?
Teams organize users by department, function, or project. Users can belong to multiple teams.
Primary Team
Every user must have one primary team. If you don't assign one when inviting a user, they're automatically assigned to the Default team. You can change a user's primary team at any time.
Secondary Teams
Secondary teams are optional. Add users to secondary teams when they work cross-functionally. Users with multiple teams can choose which team they're sending from when creating emails.
Why Use Teams
Teams enable you to:
- Track analytics separately for each department or function
- Control which users can access team-specific content
- Send emails on behalf of different teams
- Organize templates and assets by team
Example: An employee might have Internal Comms as their primary team and Human Resources as a secondary team. This lets them send from either team and view analytics for both.
What Are Roles?
Roles control permissions and determine what users can do in ContactMonkey.
Owner
The Owner is the person who created the ContactMonkey account. There can only be one Owner.
Owner permissions:
- Manage billing and payment
- Add and manage all users and teams
- Access all features and settings
- View and send all team members' emails and analytics
- Manage Directory and Send As Permissions (if List Management is enabled)
Note: You cannot change the Owner within ContactMonkey. Contact support@contactmonkey.com to transfer ownership.
Admin
Admins can manage users and teams across your entire organization.
Admin permissions:
- Invite users as Managers or Basic Users
- Manage users on any team
- View and send all team members' emails and analytics
- Manage organization-level settings and features
- Manage Directory and Send As Permissions (if List Management is enabled)
Manager
Managers oversee content and analytics for their assigned teams.
Manager permissions:
- Create, view, edit, and delete all emails for their assigned teams
- View analytics for all emails sent from their assigned teams
- Edit team templates for their assigned teams
- Cannot access Directory or Send As Permissions
Basic User
Basic Users can only access their assigned teams' email drafts.
Basic User permissions:
- Create, view, edit, and delete all emails for their assigned teams
- View analytics for their own emails only
- View team templates for their assigned teams
- Cannot access Directory or Send As Permissions