Team Management

SendBeam allows you to collaborate with your team directly within your workspace. As an admin, you control who has access, what role they are assigned, and when their access is removed. This page explains how roles work, how to invite and manage team members, and how your plan determines how many users can be active at once.

Understanding Roles

SendBeam has three roles: owner, admin and member. Every workspace has exactly one owner — the admin seat that can delete the workspace, change the account's plan, open the billing portal and hand the workspace to someone else — and can have any number of admins. Admins can invite any number of people, up to the seat limit allowed by the account's plan. The roles are designed so that day-to-day marketing work can be delegated to members, sensitive settings — sender settings, API keys, team management — stay with admins, and the two things that cannot be undone or cost money stay with one person.

Owner

• Everything an admin can do (the owner holds an admin seat)
• Delete the workspace
• Change the account's plan, cancel the subscription and open the billing portal
• Transfer ownership to another team member — the only way the owner's seat changes hands
• Cannot be given another role or removed by an admin; whoever created the workspace owns it, and existing workspaces went to their earliest admin

Here is a breakdown of what each role can do:

Admin

• Full access to all features across the platform
• Manage contacts, lists, tags, segments, and forms
• Create, edit, schedule, and send campaigns
• Create and manage email templates
• Build and manage automations
• View analytics and campaign statistics
• Manage team members: invite, change roles, and remove users
• See billing settings and usage (changing the plan or cancelling is the owner's)
• Configure workspace settings: sender identity and sending domains
• Create additional workspaces on the account (they own the ones they create)
• Generate and manage API keys
• Export the workspace (deleting it is the owner's)

Member

• Manage contacts, lists, tags, segments, and forms
• Create, edit, schedule, and send campaigns
• Create and manage email templates
• Build and manage automations
• View analytics and campaign statistics
• Cannot change the plan or open the billing portal
• Cannot invite, modify, or remove team members
• Cannot change sender details or sending domains
• Cannot create, view or revoke API keys
• Cannot export or delete the workspace

Inviting Team Members

Inviting a new team member sends them an email with a link to join your workspace. They do not need an existing SendBeam account — the invitation link walks them through account creation if necessary, then places them in your workspace with the role you selected. If they already have a SendBeam login, accepting the invitation adds this workspace to that login rather than creating a second account.

1. Navigate to Settings in the left sidebar, then open the Team tab.
2. In the Invite Team Member form, enter the email address of the person you want to invite. You can invite one person at a time.
3. Select their role from the dropdown: Member or Admin. For most collaborators, select Member.
4. Click Send Invite. The invited person will receive an email from SendBeam with a join link that is valid for 7 days.
5. The invitation appears under Pending Invitations on the Team page until they accept. Once they accept, they appear in the Team Members list.

If an invitation expires before the person accepts it, or you sent it to the wrong address, revoke it with the cross icon next to the pending invitation and send a new one. Only one pending invitation can exist per email address.

Managing Your Team

The Team page lists all active members and any pending invitations in your workspace. For each member you can see their name, email address and role; for each pending invitation, the address, the role it was sent with, and when it expires. You can take the following actions from this list:

• View team members — See all active users and pending invitations at a glance.
• Change a member's role — Use the role dropdown on a member's row to switch them between Member and Admin. The change applies immediately. You cannot change your own role.
• Revoke an invitation — If a pending invitation has not been accepted, revoke it with the cross icon on its row.
• Remove a member — Take away a user's access to this workspace.

Removing a team member

Removing a member takes away their seat in this workspace. If they belong to other workspaces those are unaffected, and their SendBeam login continues to exist. Their past activity — campaigns they created or sent, contacts they added — remains in the workspace and is not deleted.

1. On the Team page, find the member you want to remove.
2. Click the Remove member icon on the right side of their row.
3. Confirm the removal in the confirmation dialog. The member will need to be re-invited if access is needed again.

Plan Limits on Team Size

The number of seats you can use depends on the account's SendBeam plan. Seats are pooled across every workspace on the account: the count includes all admins and members in all of your workspaces, and pending invitations that have not yet been accepted also count toward the limit. Someone who belongs to two of your workspaces uses two seats.

• Free: 1 user
• Starter: 2 users
• Pro: 5 users
• Business: unlimited users

Upgrades take effect within seconds, so you can invite the moment the new plan is active. Compare plans under Billing & Plans.

Inviting someone who already uses SendBeam adds this workspace to their existing login rather than creating a second account — they pick it from the workspace switcher in the sidebar. See Workspaces.