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Inviting Teammates - Admin or Standard Users
Inviting Teammates - Admin or Standard Users

Learn how to invite your teammates into the Inbox Monster instance, and decide which permissions are right for them

David Inman avatar
Written by David Inman
Updated over 2 weeks ago

New User Invitations can be sent from within the Inbox Monster platform at any time. This action can only be performed by either Account Owners or Administrators.

To invite a teammate to your Inbox Monster instance, navigate to the Settings icon โš™๏ธ, then select Access.

๐Ÿ’กIf you do not see Access within your Settings dropdown, you may not be an administrator for your account. Your Inbox Monster account manager can assist if you need an adjustment to your account permissions.

Within Access Settings, you'll see three to four subsections:

  • User Permissions: Toggles through which Administrators can modify what team members with the 'user' role have access to.

  • Add Client Member: Text input and Role assignment for inviting new teammates to your Inbox Monster instance.

  • (Optional) Pending Client Invitations: This section may display email addresses that have been invited to your Inbox Monster instance via email invitation, but have not yet configured their login credentials.

  • Client Members: All existing members of your Inbox Monster instance will be listed here, alongside their User/Administrator permissions status. Administrators have the option to Remove users within this section.

Navigate to the Add Client Member section, then input the email address of the individual you'd like to invite to your Inbox Monster instance.

After inputting the email address, you can select which Role to assign to this teammate. Users and Administrators have different permission sets, outlined below:

User Permissions

Users can access the sections of the platform that are enabled within the User Permission section of Access Settings.


If you have any additional questions regarding User / Admin options, or sending invitations, please don't hesitate to reach out!

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