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Documentation Index

Fetch the complete documentation index at: https://docs.autosend.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

AutoSend’s team feature lets you invite colleagues to collaborate within your workspace. With the new roles system, you have granular control over what each person can access. There are two roles available: Admin and Member.
  • Admins have full access to the entire workspace — all projects, domains, members, billing, and usage.
  • Members have scoped access. They can only access specific projects that an Admin has granted them, and can add or remove other members within those projects.

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Roles & Permissions

CapabilityAdminMember
Access all projectsYesAssigned projects only
Manage projectsYesNo
Manage billing & usageYesNo
Invite & remove workspace membersYesNo
Add/remove members in assigned projectsYesYes

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How to Invite Someone (as an Admin)

Admins can invite new people from either Account Settings > Team or from within a specific Project Settings > Team.
1

Navigate to Team Settings

Go to Settings > Team from the sidebar
navigate to team
2

Click the Invite button in the top-right corner

Enter the following information about the team member you want to invite:
Invite Team Member Modal
Required Fields:
  • First Name - The team member’s first name
  • Last Name - The team member’s last name
  • Email - A valid email address where the invitation will be sent
The email address should not be associated with any other account or workspace on AutoSend. Disposable email addresses may be blocked.
3

Invite as

Select Admin for full workspace access, or Member for project-scoped access.If you selected Member, select which projects this person should have access to.
Adding Member As Admin 2
4

Invitation Sent

After successfully sending the invitation:
  • The invitee will receive an email with an invitation link.
  • The invitation will appear in your team list with a “Pending” status.
  • You can resend or cancel the invitation.
Adding Member As Admin 3
Admins can update a member’s project access at any time from Account Settings > Team.

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How to Invite Someone (as a Member)

Members can add other people directly to their project from Project Settings > Team.
1

Navigate to the project you want to add someone to.

Select the appropriate project from the dropdown
Adding Member As Member 1
2

Click the Invite button in the top-right corner

Enter the following information about the team member you want to invite:
Adding Member As Member 2
3

Invitation Sent

After successfully sending the invitation:
  • The invitee will receive an email with an invitation link.
  • The invitation will appear in your team list with a “Pending” status.
  • You can resend or cancel the invitation.
Invitation Sent
Required Fields:
  • First Name - The team member’s first name
  • Last Name - The team member’s last name
  • Email - A valid email address where the invitation will be sent
When a Member sends an invite, the new person is automatically added as a Member scoped to that project. There is no option to choose a role or assign additional projects. That can only be done by an Admin.

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FAQs

Yes, Admins can update a team member’s role from Account Settings > Team at any time.
Yes, Admins can edit a Member’s project access from Account Settings > Team.
No. When a Member invites someone, they are automatically added as a Member scoped to that project. Only Admins can assign the Admin role.
There is no limit on the number of team members you can invite.
Yes, invitations expire after 7 days. If an invitation expires, simply send a new one to the same email address.
Admins can remove any team member from Account Settings > Team. Members can remove other members from Project Settings > Team for their assigned projects.
No, a user can accept invitation only from single workspace. They have to use a different email if they want to join another workspace.
The invitation link becomes invalid immediately, and the invitee will not be able to join your workspace using that link. You can send a new invitation if needed.
No, you cannot edit an invitation after it’s sent. If you made a mistake, cancel the invitation and send a new one with the correct information.