Understanding Teams, Roles and Inviting Users to Sendoso

In Sendoso, there are several roles that you can assign new users to 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 permissions that each of these roles have by default.

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:

Permission	Admin	Dept Admin	Manager	Sender
Organization & User Management
Manage Users (create / delete / change roles)	✅	✅	✅
Manage Departments (create / edit / delete)	✅
Manage Teams (create / edit / delete)	✅	✅
User Invites: Allow all email domains	✅
Manage Custom Roles (create / edit / delete)	✅
Assign teams to departments	✅	✅
Assign roles to users	✅	✅	✅
Reassign Users	✅	✅
Account Balance Management
Manage Funding Sources (create / edit / delete)	✅	✅
View Funding Sources	✅	✅	✅
Manage User Spending Limit	✅	✅
Assign Funding Sources	✅	✅
View Activity Feed	✅	✅	✅
View Invoices and Receipts	✅	✅	✅
Campaign & Template Permissions
Manage Templates (create / edit / delete)	✅	✅	✅	✅
Manage Campaigns (create / edit / archive)	✅	✅	✅
Assign Campaigns	✅	✅	✅
Integration Management
Manage Integrations (able to set up integrations and view triggered send approval queue)	✅	✅	✅
Manage swag stores (create / edit / archive)	✅	✅	✅
Inventory Management
View Inventory	✅	✅	✅
Create Products	✅	✅	✅
Manage Inventory (add / edit / archive)	✅	✅	✅
Sending
Sending assigned Campaigns	✅	✅	✅	✅
Data Access
View Send Tracker	✅	✅	✅	✅
View Analytics	✅	✅	✅	✅

Custom Roles

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

Inviting Users to Sendoso

Watch as Marcus goes through how Sendoso Admins can invite users and create teams on Sendoso.

Now that you've seen how to invite team members to the Sendoso platform, we'll go through the different roles and permissions you can give the members you assign those roles to.

Best Practices and 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.

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?