If you’ve added multiple team members, you can manage your team account in Reply. In this article, learn how to manage your team members once your team is created.
💡We recommend enabling Team Edition to collaborate effectively, work on sequences, contacts, and other shared features.
To manage your team account:
1. Click your profile photo in the bottom-left corner.
2. Select Team Management.
In the Members tab, you can see the status and role of every teammate you have in Reply.
To add a new team member:
Click Invite team member. (If the member has already created a trial account in Reply, please contact support to delete it, as the existing account cannot be invited.)
Enter the person's name and email address.
Click Invite. The person will receive your invitation by email with a sign-up link. If the email address is linked to an existing Reply account, ensure the user logs out of previous sessions and request the deletion of the standalone account before resending the invitation.
💡 Important: it is not possible to add existing users to the team. Whenever someone joins the team, they start their account from scratch.
If you want this person to join, please message our Support team. They will delete an existing account, so the teammate can join. The account data is removed during the deletion, we recommend exporting everything first.
Once the invitation is sent, ensure the teammate follows the link. Otherwise, the system will create a separate trial account that needs to be deleted.
After the member accepts the invite, you can assign them the Regular or Admin role. As the team account admin, you can always edit the roles of other team members.
Admin: Can access other members’ accounts directly from their own account and make changes on their behalf (manage contacts, sequences, etc.).
Regular: Can only access their own data. They cannot make changes for other team members.
💡Note: selecting or editing a role for a user will only work if Team Edition is disabled.
You can also cancel an invitation or remove a user from your team using the drop-down menu under the arrow on the right.
In the Members tab, you can also find the metrics for the total number of Delivered emails, Open, and Reply rates in all your teammates' accounts.
If you click on your colleague's name, you'll be navigated to his/her profile with detailed reports.
You can share email templates with your team (when Team Edition is in Public mode, contacts and sequences are also shared among all team members).
Admin can switch over to the team member's account and work on it:
1. Click your profile photo in the bottom-left corner.
2. You will see a list of all members. To switch to a team member’s account, select the account from the list and click on it.
It's also possible to see detailed analytics for each of your team members on the Reports pages.