Summary
- Introduction
- Number of Shared Users
- Your Account Sharing Page
- Share Access to Your Account
- Manage Account Accesses
Introduction
With Mailjet Account sharing*, team collaboration on your campaigns and templates just got a lot easier.
Assign different permissions to each person’s access based on their role. For example, allow your email marketers access to your campaigns, your developers access to your transactional templates and only share the billing sections with your accounting team.
* Available only on Premium and Custom Plans.
Number of Shared Users
With a Premium plan, you can share your account with up to 10 users.
You can share access to your Primary Account or/and any of your sub-accounts. (Not sure what a sub-account is? Take a quick look at our Sub-account FAQ).
If you reach the maximum number of users and require more, please contact us for a custom plan.
Your Account Sharing Page
Go to "Account settings" → "Account Sharing".
The ‘Share your account’ page provides an overview of the current users who have access to your account, along with your plan limit. Please note, both 'active' and 'pending' users are counted towards the plan limit.
Share Access to Your Account
Depending on if you have sub-accounts or not, the steps involved in sharing your account are different:
Invite a User (You don't have sub-accounts)
From the ‘Share your account’ page, click on ‘Invite User’.
Enter the email address of the person you want to share your account with and then click 'Custom'.
The window will expand to show all the available permissions. Simply check the permissions you want to grant to the new user. Once all the permissions are set, click the ‘Send Invitation’ button.
An email invitation will be sent to the person asking them to join Mailjet. If the person already has a Mailjet account, they can use it to access your account. Otherwise, they will need to create a new Mailjet account.
Once the person has accepted your invitation, the status will change from ‘Pending’ to ‘Active’.
Invite a User (You have sub-accounts)
From the ‘Share your account’ page, click on ‘Invite User’.
Enter the email address of the person you want to share your account with.
The next step is to select which accounts the person should have access to.
From the drop-down list, select the accounts and then click ‘Add’.
Now set the access for this person for each account by selecting ‘Custom’ from the drop-down list.
The window will expand to show all the available permissions. Simply click on each permission to select or unselect it.
Also, if you are creating a custom role for the Primary account, you have the option to quickly copy these permissions to all other selected sub-accounts by checking ‘Copy to all below’.
Once all the permissions have been set, click ‘Send Invitation’.
An email invitation will be sent to the person asking them to join Mailjet. If the person already has a Mailjet account, they can use that existing one to access your account. Otherwise, they will have to create an "Access-only" account. Note that the newly created "Access-only" account cannot be used to send emails, create templates, or store lists.
Once the person has accepted your invitation, the status will change from ‘Pending’ to ‘Active’.
Role-based access (Custom subscription)
If your account is on a custom subscription, you will have the option to select predefined permissions based on the role of the person.
You can choose from the following roles:
- Owner - Full account access, can manage other users and their permissions. (Account creator)
- Manager - Full account access but cannot manage other users and their permissions.
- Marketer - Can manage contact lists, send campaigns and manage automation workflows. Can also suggest modifications to transactional templates, but cannot publish them.
- Developer - Can manage API credentials, publish transactional templates, and lock transactional template sections to protect them.
- Designer - Can only access templates and suggest changes, without publishing them. Can also lock sections to protect the design.
- Accountant - Can only access billing information.
- Custom - More granular selection of permissions.
Manage Account Accesses
Edit Access
You can change the role and the permissions of any user at any time, regardless if the invitation has been accepted. Simply click on “Manage → Edit”.
Delete Access
You can revoke the access of any user, even if the invitation has not been accepted. From the ‘Manage’ menu, select ‘Delete Access’.
Re-send invitation
If the user has not accepted the invitation and has a ‘Pending’ status, you can re-send the invitation email by selecting “Manage → Re-send invitation”.
