Understanding Teams, Roles, and Inviting Users to Sendoso

In Sendoso, you can assign several roles to new users when setting up your account. In this article, we'll go through how to invite users, assign them to specific teams, and how roles and permissions work within the Sendoso platform. 

Before we go through all of the ins and outs of roles and permissions, we'll go through how to invite users to specific teams. 

Teams and Users Hierarchy

Here is a chart that illustrates how individual user roles fit into each Sendoso instance.

Admins are at the top and have access to everything in their instance. Department Admins only have access to the managers and senders that are within their department.

Managers have access to the Senders that are on their teams, and Senders will only have sending, tracking, and other capabilities.

Below, we'll go through the default permissions for each of these roles.

Sendoso Roles and Permissions

In Sendoso, there are Default Roles and Custom Roles. The latter is a role you can create with specific permissions you'd like to grant that role. First, let's go through the default roles in Sendoso.

Here's a chart with the permissions granted to those default roles:

Custom Roles

On some Sendoso plans, Admins can create custom roles. This functionality allows you to name and select which of the above permissions the role has access to. 

Inviting Users to Sendoso

Here's a tutorial for inviting users.

FAQs

Can users be members of multiple teams?

Based on the structure of the users in a Sendoso instance, you will notice that individual users can't be a part of multiple teams. For this use case, we recommend that users who need to monitor/manage multiple teams be placed in a team of their own.

You can create an "Admin" team, and everyone in that team can look over the entire instance. There is no limit to how many Admins you have within your instance.

Where can I learn more?

Want to learn more about what was mentioned in this article? Check out these additional resources on the Sendoso Help Center:

• How do I create a team and invite team members?
• How do I manage users in my account?