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Jumping into a team on ShortStack

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Been invited to a team? Accept the invitation email within 72 hours and you'll work in your company's ShortStack account with your own login. You need a ShortStack account, but a free one is enough. Check the name at the top right to see whether you're in the team's account or your own.

How teams work

  • The team account belongs to its owner, the person in your company who subscribes to ShortStack, on the Scale plan or higher.
  • You keep your own login, and your own free ShortStack account alongside the team's.
  • You work in the team account when you build anything others need to see. Everything made there belongs to the team.
Diagram of a ShortStack team. The owner subscribes, invites the team and is the only one who sees billing. Their company's ShortStack account, on the Scale plan or higher, holds the campaigns, lists and entries. A designer (Admin), a copywriter (Member) and a client (View only) each log in with their own free ShortStack account and use Switch Team to work in the company account. Choosing roles, and 3 team seats, need the Max plan; Scale includes 1 team seat, as an Admin.

Before you start

  • Invitations last 72 hours. After that, ask for a new one.
  • Content can't be moved between accounts. Something built in your own account stays there. Check the name at the top right before you start.
  • You only see what your role allows. The owner or an Admin chooses it. See Team roles.
  • Billing is the owner's. Team members, including Admins, can't see Plan & Billing.

Accept your invitation

  1. Open the invitation email and click Accept Invite.
  2. Log in to ShortStack. If you don't have an account yet, you're asked to create a free one first.
  3. You're taken into the team account.

Once you're in, you can set your own password and turn on two-factor authentication on My Profile.

Check which account you're in

Look at the name at the top right of ShortStack:

  • The team's name: you're in the team account.
  • Your own name: you're in your own account.

Switch between your account and the team's

  1. Click the name at the top right.
  2. Choose Switch Team.
  3. Choose the account you want.

If something goes wrong

What you seeWhat to do
The invitation link has expiredAsk the account owner or an Admin to resend it.
You can't see a campaign, list or featureCheck the name at the top right: you may be in your own account. If you're in the team account, your role may not include it. Ask the owner or an Admin.
You were logged out suddenlyYour permissions changed. Log back in to see them.
You built something in the wrong accountIt can't be moved. Rebuild it in the team account.

FAQs

Do I need a paid plan to join a team?

No. A free ShortStack account is enough. The team's account is on a paid plan, and you work in it.

Can I move a campaign from my own account into the team's?

No. Content made in your own account can't be moved to the team account. Switch to the team account before you start building.

My invitation expired. What now?

Invitations last 72 hours. Ask the account owner, or an Admin, to resend it.

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