Admin Overview

This section of the documentation covers the tools and settings that control a whole workspace: inviting team members and managing access, verifying the domain you send from, setting up your sender identity, billing for the account, and working with the SendBeam API.

What the Admin Section Covers

As an admin of a SendBeam workspace, you are responsible for the foundational configuration that every other team member depends on. This includes verifying the domain you send from, setting your sender identity, keeping the subscription active, and controlling who has access to the workspace. The admin documentation is split into four focused areas:

• Team Management — Invite team members, assign roles, and control who can access your workspace.
• Billing & Plans — View your account's plan, understand usage limits, upgrade or downgrade, and manage your payment details.
• Settings & Workspaces — Configure your sender name and address, verify your sending domains, create and switch between workspaces, and export or delete a workspace. Delivery itself is managed by SendBeam.
• API Reference — Authenticate against the SendBeam REST API, manage contacts and campaigns programmatically, and explore all available endpoints.

Who Can Access Admin Pages

SendBeam has three roles in each workspace: owner, admin and member. Admins can do everything members can, plus manage the team, sender details and sending domains, API keys, webhook endpoints and the workspace export. The owner — exactly one per workspace, an admin seat — is additionally the only person who can delete the workspace, change the account's plan or open the billing portal, and can transfer ownership to another member. Members and admins see those settings pages, but the controls they cannot use are replaced with a note saying who can.

A workspace can have several admins. The person who creates a workspace is its first admin; they can promote other members to admin from the Team page, and any admin can invite new people directly as admins. Roles are per workspace, so the same login can be an admin in one workspace and a member in another.

Admin Area Overview

Here is a brief summary of each admin area to help you navigate to the right page for your task:

• Team Management — Invite new members by email as a member or an admin, view your current team list, change roles, and remove users who no longer need access. The number of seats you can use across the account's workspaces is determined by your plan.
• Billing & Plans — See which plan your account is on (Free, Starter, Pro or Business), monitor pooled usage across contacts, emails sent, workspaces and team size (sending domains and live automations are counted per workspace and shown under Workspace settings → General), manage your payment method, view invoices, and upgrade or cancel your subscription.
• Settings & Workspaces — Verify the domain you send from, set your sender name and address, manage the workspaces on your account, and export or delete a workspace. Delivery, authentication and bounce handling are managed by SendBeam.
• API Reference — Generate and manage API keys for programmatic access to SendBeam. Use the REST API to sync contacts, trigger campaigns, query campaign statistics, and more. Full endpoint documentation with request and response examples is available here.

Getting Started as an Admin

If you have just created a new SendBeam workspace, there are a few admin tasks you should complete before your team starts using the platform. Completing these steps ensures that campaigns can actually be sent and that your team has the access they need.

1. Verify your sending domain. Add your domain in Settings > Email & Domains and publish the DNS records shown. Until then, your workspace sends from a shared platform address.
2. Set your sender identity. Set your sender name and from address on the same page. The from address must be on a verified domain or the shared platform address. Sending from your own verified domain significantly improves deliverability.
3. Choose the right plan. The Free plan is suitable for getting started, but if you need to invite team members or hold more than 500 contacts, you will need to upgrade. Review the Billing & Plans page to compare tiers and upgrade if needed.
4. Invite your team. Once you are on a plan with more than one seat, head to Team Management to invite colleagues. Each invited user receives an email with a link to join the workspace. You can assign them the member role, which gives them access to contacts, campaigns, and templates without exposing billing or admin settings.