# Team Members > Team Members gives you detailed control over which workspaces each person can access and what each person can do in those workspaces, without granting broad access to everything. - Human page: https://mailrith.com/docs/team-members - Markdown page: https://mailrith.com/docs/team-members.md - Category: Team Management - Reading time: 10 min read - Last updated: 2026-07-13 - Related keywords: Team Members, Team Members documentation, Team Management, Team Management documentation, Mailrith documentation, Mailrith help, Invites and Access, Permission Model, Editing and Removing Members, Recommended Setup, Workspaces, Account Settings, Dashboard Overview ## AI Agent Notes - Use this article as step-by-step Mailrith product guidance, not as legal, financial, or deliverability advice unless the article says so. - Preserve exact Mailrith UI labels from the steps when explaining a workflow. - Prefer Mailrith's product term Subscribers when referring to people on an email list. ## What this guide covers Invite team members, assign workspaces, and choose feature permissions so each person can access only what they need. ## Sections - Invites and Access - Permission Model - Editing and Removing Members - Recommended Setup ## Visual Reference ![Mailrith team members page listing active and invited teammates with workspace assignments.](https://mailrith.com/docs/screenshots/team-members.png) The Team Members page shows invited collaborators, their join status, the workspace assignments you are allowed to view, and their feature permissions. ## Invites And Access Use Team Members to invite other people to help manage Mailrith work in your workspace. Give each person a separate login. Do not share one owner account with a team, agency, contractor, or client. 1. Use the workspace selector in the left sidebar to choose a workspace from the account whose team you want to manage. 2. Click **Team Members** in the left sidebar. An account without existing team access shows the plan-selection state, while a paid shared workspace opens the team access available for that workspace account. 3. Click **Invite Team Member** in the page header. 4. In the **Invite Team Member** drawer, enter the person's exact **Email** address. 5. Use **Workspaces** to select each workspace the person should access. 6. Under **Workspace Permissions**, open each selected workspace and choose **No Access**, **View**, or **Manage** for every workspace feature. Set these permissions separately for each workspace. **Manage** includes **View**. 7. In **Account Permissions**, choose **No Access**, **View**, or **Manage** for each account feature. Set Account Permissions once for the owner account. They apply while the team member works in any selected workspace owned by that account. 8. Select at least one workspace or account permission. An account-only role is useful for someone who manages templates, delivery connections, or team access without needing workspace content. 9. Click **Invite**, then ask the person to check the inbox for the email address you invited. 10. Return to **Team Members** later, reload the page, and check the person's **Status**. The account owner already has full access and cannot be invited as a team member. Enter a different person's email address when creating or changing an invitation. **Invited** means the invitation is waiting for the person to accept it. **Joined** means the person accepted and can use the access you assigned. **Delivery Failed** means Mailrith could not deliver the invitation after repeated attempts. If the status is **Invited** or **Delivery Failed**, click **Team Members** in the left sidebar, find the person, then click **Resend Invitation** in the **Actions** column. Mailrith creates a fresh invitation and tries delivery again. Also ask the person to check the inbox and spam folder for the exact email address you used. You can update the permissions on a pending invitation without sending another email. The existing invitation link continues to work. Changing the invited email address or assigned workspaces shows **Save And Resend Invitation** because Mailrith replaces the old link and sends a new invitation email. When the invited person clicks the email link, Mailrith accepts the invitation immediately if the correct verified account is already signed in. If nobody is signed in, sign in with the invited email address or choose **Create an account** if that person is new to Mailrith. Mailrith keeps the invitation ready through sign-in and account creation. The invited person does not need to buy a separate plan to use a paid workspace. The shared workspace uses the owner’s paid plan for as long as the person remains a team member. An invitation can be accepted only by the Mailrith account that uses the invited email address. If Mailrith says the invitation belongs to a different account, click **Sign Out** in the workspace invite message, then sign in with the invited account. Mailrith keeps the invitation ready while the person changes accounts. Workspace assignment controls which workspaces a teammate can open. A teammate invited to one workspace cannot see another workspace unless you also assign that workspace. ## Permission Model Mailrith uses feature-level permissions so each person gets the access their job requires. A teammate can manage broadcasts without managing team access. A client can view subscriber and campaign results without changing automations. A contractor can edit forms without seeing billing. Each feature has one selected access level: - **No Access:** the person cannot see or use the area. - **View:** the person can see the area but cannot create, edit, delete, or change settings there. - **Manage:** the person can create, edit, delete, and change settings in that area. Manage access includes view access. Permissions can apply to workspace features such as dashboard, subscribers, segments, tags, forms, landing pages, broadcasts, sequences, magic links, and automations. Account-level permissions apply to email delivery connections, email templates, team members, custom fields, integrations, billing, and API keys. Set **Workspace Permissions** separately for every assigned workspace. For example, a teammate can manage Subscribers in a Sales workspace, view Subscribers in a Marketing workspace, and have no Subscriber access in a Client workspace. Changing one workspace does not change the others. Set **Account Permissions** once for the workspace owner account. Choose each workspace area separately. **Subscribers** and **Segments** have separate permissions. **Forms** and **Landing Pages** also have separate permissions. For example, selecting **View Forms** does not show Landing Pages, and selecting **View Subscribers** does not show Segments. Subscriber access does not reveal other workspace areas by itself. To see a subscriber's tags, sequence assignments, segment filters, or custom field values, the teammate also needs the matching view permission. A teammate who can manage subscribers can assign an existing tag when they can view tags, but they need **Manage Tags** to create a new tag. Subscriber exports include only the related columns the teammate can view. Account-level permissions stay inside the account that owns the selected shared workspace. A teammate's personal workspace does not unlock features in another owner's account. Mailrith hides areas the teammate cannot use, while direct links show an access message instead of asking the teammate to upgrade their personal plan. A teammate who manages broadcasts or sequences can choose an enabled sender while preparing email, even without access to Email Delivery Connections. This shows only the sender name and email address needed for the campaign. Provider credentials, webhook secrets, and connection settings stay hidden unless the teammate also has Email Delivery Connections access. Unsubscribe Survey Results follow the same access rules. View Subscribers shows the feedback, while Manage Subscribers is required to delete it. The source name is shown only when the teammate can view that source area. For example, feedback from a broadcast shows **Source Hidden** when the teammate does not have Broadcasts access. API key access is separate from Subscriber access. **View API Keys** shows key names, workspaces, access, activity, and status without revealing a full secret. **Manage API Keys** allows the teammate to generate, rotate, and revoke keys. A teammate who only manages Subscribers does not receive API key access. Grant only the permissions the person needs to do their work. Limited access reduces mistakes and keeps sensitive areas, such as subscriber exports, sender settings, and team access, available only to the right people. A teammate with **Manage Team Members** can grant only permissions they already have in every selected workspace. They cannot change or remove their own team access. Ask the account owner when a teammate needs a permission the manager does not have or when the manager's own access must change. Mailrith hides the **Invite Team Member** button when the signed-in person cannot invite anyone. The **Actions** column stays visible, and unavailable resend or delete actions appear disabled. If access changes after a page was already opened and the person tries an action that is no longer allowed, Mailrith explains that the permission changed. ### Shared Workspace Sidebar **Settings** stays in the left sidebar while a teammate is using a shared workspace. **Personal Settings** contains **Profile**, **Security**, and **Delete Account**. These tabs affect the signed-in person's own Mailrith login and account. **Delete Account** contains the permanent account deletion action. A separate workspace owner account group contains **Billing** and **API Keys** when the teammate has permission to view them. Billing belongs to the account that owns the selected workspace. API keys belong to their listed workspaces, and the table can include accessible workspaces owned by the same owner account. **View Billing** and **View API Keys** keep these areas read-only. The matching Manage permission enables the available changes. **Integrations** appears in the left sidebar with **View Integrations** or **Manage Integrations**. View access shows Authorized Apps and paid Facebook Lead Ads connections without allowing changes. Manage access allows the teammate to revoke authorized apps and manage Facebook Lead Ads. Facebook Lead Ads remains locked when the selected workspace plan does not include it. A direct link without Integrations access shows an access message without revealing integration details. ## Editing And Removing Members Update a member's permissions when their responsibilities change. For example, a writer might start with broadcast view access during review, then later receive broadcast manage access when they begin creating campaigns. 1. Click **Team Members** in the left sidebar and find the person by name or email address. 2. Click the member row to open **Edit Team Member**. 3. Review every workspace the person can access, not only the workspace you are currently using. 4. Use **Workspaces** to add or remove assignments. Under **Workspace Permissions**, review and change each workspace separately. Then review **Account Permissions** once for the owner account. When removing a joined member from a workspace, read the **Workspace Integration Review** warning before saving. 5. Click **Save**, then ask the teammate to refresh Mailrith if they already had the app open. 6. To remove the person, click the **Delete** icon in their row. Review the workspace integration summary in **Delete Team Member**, then click **Delete Team Member**. Permission changes take effect immediately. If a teammate has a page open while you change their permissions, they may need to refresh the page or navigate again before Mailrith shows the updated access. After a person joins, Team Members shows the email address currently used by their Mailrith account. Changing a joined person's workspace access without changing that current email does not send another invitation. ### Changing A Joined Member's Email Changing a joined member's email replaces the person who currently has access. Their existing access ends immediately, and the person using the new email cannot enter the assigned workspaces until they accept a fresh invitation. 1. Click **Team Members** in the left sidebar and find the joined member. 2. Click the member row to open **Edit Team Member**. 3. Under **Email**, click **Change Email And Reinvite**. 4. Enter the replacement email address and review the assigned workspaces and permissions. 5. Click **Review Email Change**. 6. Read the access warning and confirm that the old and new email addresses are correct. 7. Click **Change Email And Reinvite** to remove the current access and send the fresh invitation. To keep the joined member's current access, click **Keep Current Email** before saving. If you only need to change workspaces or permissions, leave the email unchanged and click **Save**. A member may belong to another workspace you cannot view. Mailrith shows this only as an additional workspace count and does not reveal that workspace's name. To avoid accidentally changing access you cannot review, only the account owner or a manager who can manage every assigned workspace can edit or remove that member. Remove members when they leave the company, finish a client project, complete a contractor engagement, or no longer need Mailrith access. Removing a member stops their access, but does not delete the work they created. Broadcasts, forms, templates, automations, and other assets remain in the workspace. After removal, the person loses the paid access that came from the shared workspace. If the person separately bought a plan for their own account, that plan remains unchanged. API keys and authorized apps already belong to their workspaces, so Mailrith does not delete or transfer them when a Team Member is removed. The removal dialog shows active keys the person created and active apps they last authorized when you have permission to view those details. Review or rotate a key when the departing person stored its full value outside Mailrith. Facebook Lead Ads connections also remain in the workspace. When the removed person supplied a connection's current Meta authorization, lead syncing continues and Mailrith marks that connection **Reconnect Recommended**. Open **Integrations**, open **Facebook Lead Ads**, select the Page, and click **Reconnect Meta Account** using an appropriate Meta administrator. ## Recommended Setup - **Owners:** keep full access limited to trusted account owners who understand billing, team access, delivery setup, and data exports. - **Campaign writers:** grant manage access to broadcasts, sequences, templates, and forms if needed, but avoid delivery connection or team management access unless their work requires it. - **Analysts:** grant view access to subscribers, broadcasts, sequences, segments, and dashboard metrics so they can report on performance without changing campaign setup. - **Clients:** use view access for the workspace areas they need to review. Grant manage access only if they are expected to make changes directly. - **Contractors:** grant access only to the workspace and feature area they need for their project. Remove access when the project ends. Review team access on a regular schedule. A quarterly review is a good habit for active teams. Also review access immediately after employee changes, agency handoffs, client offboarding, security incidents, or major campaign launches. If someone cannot see a feature, check that they are assigned to the correct workspace and have permission for that feature. If they can see a feature but cannot make changes, check whether they have view access instead of manage access. ## Related Guides - [Workspaces](https://mailrith.com/docs/workspaces.md): Workspaces keep separate brands or clients isolated within one Mailrith account. Solo, Pro, Agency, and Agency add-ons define how much workspace room the account owner has. - [Account Settings](https://mailrith.com/docs/account-settings.md): Settings separates your personal profile, security, and account controls from the selected workspace owner's billing and workspace API keys. - [Dashboard Overview](https://mailrith.com/docs/dashboard-overview.md): The dashboard is the starting point for each workspace. For new workspaces, the dashboard shows setup tasks to complete. For active workspaces, the dashboard shows subscriber growth, campaign activity, and automation status.