Getting Started for Admins: Adding a Team

Get started creating your first team!

Applies to: Admin Role

What You Will Learn

How teams work
How to add a team
How to add and remove users from a team

How teams work

Teams in Postal allow for separate budgets, fund sources, and even approved items and collections.

Let’s break it down!

Account Team - The first team created for your new Postal account. This is the only team that allows for those with Postal access to have the Admin role. A new account team cannot be created.

Best Practices!

This Account team should always be named after your account.
Only use the Admin role in this team. You can always switch to the team you are on to send.

Teams

Since the Account team cannot be created, any new teams created in Postal will fall under the general teams category.

Best Practice!

Team names should mirror your organizational team names. Ex. Sales, Success, Marketing.

How to Add a Team

After logging in start by clicking the profile icon in the top right corner then select Profile > Billing > Accounts.

Select Add a Billing Account. Fill out the required fields. For this example, we’ll set the currency to USD.

A few terms to note:

Account Name - the name of the billing account ex. Sales Team, Marketing
First Name - your first name
Last Name - your last name
Work Email - your work email
State - the state you live in or your company is based in
Country - the country you live in or your company is based in
Currency - the currency you wish this account to be associated with (only one can be chosen)

For a detailed dive into Billing Accounts please check out our How to Add a Billing Account help article.

Once you have created your billing account it’s time to add funds.

How to Add Funds

Before you begin! In order to actually load funds you will need to have a CC available. Credit card transactions are subject to a 3.2% processing fee. To upload funds with no additional charge, Admins can request invoicing.

If you’ve been following along you’re on a screen with an option to add a credit card. Go ahead and select Change Payment Method. Then add all the requested information.

From here, there are a few options to note.

Funds - Enter the amount of money you would like to add. This is a one-time add. a
Auto Reload - Select whether or not you would want to auto-reload funds.
Reload Amount - The amount you would like to auto-reload.
When balance falls below - The threshold at which you would like the auto-reload to occur. When your balance falls below the number set here an auto reload will occur.

Best Practice! Auto Reload is a great automated option to make sure your teams always have funds available to send. We recommend making sure the reload amount is enough to cover sends for longer periods of time. The more funds added the less the funds source will be charged. This will help avoid any issues with your financial institution.

In Review

Funds and balance refer to the actual money in your Postal account
Budget is the rules on how your funds can be spent
Adding Funds can be done via Credit Card or Invoice
Turn on Auto Reload to avoid any issues with sending

Take it Further

Next up: Billing & Fund Management >

< Previous: Budgets

Flight Academy Home

Postal is always looking for ways to make our Flight Academy better. Use this feedback form to submit ideas!

Check out other Flight Academy content!