ShortStack for Teams

What you can do in Team Management

To	Do this
Give someone their own login to your account	Invite a team member.
Choose what a team member can do	Pick a role (Max plan).
Choose which campaigns, lists and other content a team member can see	Use tags (Max plan).
Rename your team	Click Team Nickname at the bottom left, type a name and press Enter.
Work in another team's account	Switch teams.

Before you start

• Your plan sets your team seats. Scale includes 1 seat, and that team member is an Admin. Max includes 3 seats, with every role and custom permissions. Enterprise plans have the same roles, with seats set per contract. Seats aren't sold separately.
• On Free, Launch or Build, upgrade to Scale or Max to create a team. Compare plans on Pricing.
• You own everything. Campaigns, lists and other content a team member creates belong to your account.
• Only you can see billing. No team member, including an Admin, can change the plan or payment details.

Open Team Management

Click Settings at the bottom of the navigation menu, then Team Management, or go straight to Team Management.

Invite a team member

1. Click Invite New Team Member at the top left.
2. Enter their email address, and a short message if you like.
3. Choose a role, and a tag if you want to limit what they can see.
4. Click Send Email Invitation.

Invitations last 72 hours, and you can resend one until it's accepted or deleted. Someone without a ShortStack account is asked to create a free one before joining. See Jumping into a team on ShortStack.

Team roles

Choosing roles needs the Max plan. On Scale, your team member is an Admin.

Role	What they can do
Owner	Everything. The person who subscribes to ShortStack. The only one who can see billing, change the plan and transfer content.
Admin	Everything in the account except billing, changing the plan and transferring content.
Member	Create and delete content. They see only content tagged for them, and the entries in lists they're given.
View only	View campaigns, analytics, entries and votes, but not create or change anything. Useful for clients reviewing campaigns.
Custom	Only the permissions you choose, below.

Custom permissions

Permission	Lets them
Create	Create campaigns, emails and other content.
Edit	Edit existing content.
Delete	Delete content.
Publish	Publish campaigns and emails. Without it, they send a campaign for review, and someone who can publish publishes it.
Analytics	View analytics for campaigns and emails.
Approve Entries	Approve or reject entries.
Create Account Fields	Add custom fields with the Field Widget.
Export Entries	Export entries to .csv or .zip files.
Public Templates	Use ShortStack's public templates.
Tag/Label	Tag content.

When you change a team member's role or permissions, they're logged out, and see the change when they log back in.

Tags

Max plan. Tags decide which content a Member can see.

Tag type	What it does
Default tag	Added to everything the team member creates, so they can always see their own work.
Permission tag	Lets the team member see anything carrying the tag, whoever created it.
Group tag	Shared between team members to organize content. It doesn't give anyone access.

To add a tag, click the tag icon under a team member's name, type the tag and press Enter. Click a tag in the tag cloud to filter by it. To rename a tag, click Rename Tags, edit the name and press Enter.

Renaming or deleting a tag in the Tags Manager changes it everywhere, so it can change what your team members can see.

Switching teams

If you belong to more than one team, or to a team and your own account:

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

The name at the top right shows which account you're working in.

If something goes wrong

What you see	What to do
You can't create a team	Teams need the Scale plan or higher. See Upgrading your plan.
You can't invite anyone else	You've used your plan's seats. Upgrade to Max for 3, or book a demo about Enterprise.
The invitation link has expired	Invitations last 72 hours. Resend it from Team Management.
A team member can't see a campaign or list	On Max, give them a permission tag on it, or change their role. See Tags.
A team member can't publish	Their role doesn't include Publish. They can send the campaign for review, or you can add the permission.

FAQs

Can I buy extra team seats?

No. Seats come with your plan. Scale includes 1 and Max includes 3. For more, upgrade to Max, or book a demo to talk about an Enterprise plan.

Can team members see billing?

No. Only the account owner can see Plan & Billing, change the plan or update payment details. Admins can do everything else.

Why did a team member get logged out?

Their permissions changed. Team members are logged out when you change their role or permissions, and see the change when they log back in.

Related resources

• Jumping into a team on ShortStack
• Organizing with tags
• Tags Manager
• Setting up two-factor authentication
• 5 tips for smart team collaboration (blog)