Team and roles

Team Management is where you invite the people who administer Mailyte with you, and decide how much each of them can change.

This is separate from mailboxes. A colleague with an email address does not automatically get access to this dashboard, and someone who administers the dashboard does not automatically have a mailbox. See Creating mailboxes for addresses.

Everyone you invite gets one of four roles. Each role can do everything the one above it in this list can, and more:

• Viewer — read-only. Sees everything in the organization: the dashboard, reports, domains, mailboxes, email logs, contacts, campaigns, automations and the team. Changes none of it. A Viewer can still ask Maya, open and reply to support tickets, and manage their own profile and notifications.
• Member — does the day-to-day work: sends email (test emails included), manages templates and suppressions, runs email verification, manages contacts, lists, contact fields and segments, and creates and runs campaigns and automations.
• Admin — runs the setup: domains, mailboxes, senders, shared mailboxes and the rest of the mail setup; inviting team members and changing their roles (never the Owner's, never their own); billing and dedicated IPs; API keys, SMTP credentials, webhooks and integrations; and the sending profile, bounce protection, brand kit and notification recipients. Admins can also delete email logs.
• Owner — changes organization settings and the security policy, and can delete the organization. The person who created the organization is the Owner.

A Viewer who tries to change something is stopped with "Viewers have read-only access. Ask an Owner or Admin to change your role." The full matrix is in Roles & Permissions under Organization Settings.

Contacts, campaigns and automations also need Marketing access on plans that count Marketing users. The Owner or an Admin switches it on per person in the Marketing column of Team Management; the Owner always has it.

An invitation is sent by email and moves through states you can see on the list: Pending until they accept, then Accepted. It can also end up Expired, Revoked if you withdrew it, or Rejected if they declined. A pending invitation can be resent or revoked at any time.

The Team Activity Log shows what your team has been doing, and the member list exports to CSV when somebody needs the roster.

Custom roles are not available yet — the four above are what exist today.

1. Go to Team Management and press Invite Member.
2. Enter their work email address — the one they will sign in with. It does not have to be a Mailyte mailbox.
3. Choose the role: Viewer for anyone who only needs to look, Member for people who send email and run contacts, campaigns and automations, Admin only for people who look after domains, mailboxes, the team or billing.
4. Send it. They receive an email with a link that expires, so tell them to expect it.
5. Watch the status change to Accepted. If it sits Pending, use Resend Invitation — the first one is often filed as spam.
6. Review roles when someone changes job, and revoke access on the day someone leaves rather than at the end of the month. The Owner or an Admin can change a role.

The invitation never arrived. Ask them to check their spam folder, then resend. If it still does not land, the address may be wrong — revoke it and invite again rather than resending to the same bad address.

The invitation expired. Invitations do not last forever. Send a fresh one.

They see "Viewers have read-only access". They are a Viewer: they can look but not change anything. If they need to send email or work on contacts, campaigns or automations, the Owner or an Admin can make them a Member.

They see "You do not have Marketing access". Marketing is switched on per person as well as by role. Ask the Owner or an Admin to turn it on in the Marketing column of Team Management.

A Member cannot add a domain, a mailbox or a teammate. That is Admin work. The Owner or an Admin can make them an Admin.

Someone cannot change a role. The Owner and Admins can change roles, for one person or several at once. Nobody can change the Owner's role or their own: an Admin who wants a different role asks the Owner or another Admin.

Nobody can change organization settings. Only the Owner can. If the Owner has left the company, open a support ticket — this is not something an Admin can grant themselves, by design.

Somebody left. Revoke their access here. If they also had a mailbox, suspend that separately under Mailboxes; the two are not linked.

• Organization settings — what the Owner controls
• Creating mailboxes — addresses, as opposed to dashboard access
• Go to Team Management