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Inviting Team Members & Managing Roles

Dave J.ยทMay 12, 2026

MailBeast lets you invite teammates to your workspace so you can collaborate on campaigns, manage email accounts, and review analytics together. This feature is free of charge and included in all plans. Each team member gets a role that controls what they can see and do.


Roles Explained

MailBeast has three roles with different access levels:

Role

What They Can Do

Owner

Full access. Workspace owner who can manage team members, billing, and all platform features. Every workspace has at least one Owner.

Admin

Can manage most settings and use all platform features. Can invite and remove members. Cannot access billing.

Viewer

Read-only access. Can view campaigns, analytics, and email accounts but cannot create, edit, or delete anything. Cannot see billing or manage the team.


How to Invite a New Team Member

You must be an Owner or Admin to invite new users.

  1. Go to Settings > Users & Roles tab.

    Users & Roles tab showing team members table with Add User button
  2. Click the Add User button in the top-right corner.

  3. Fill in the invitation form:

    • Name (optional) - The invitee's display name.

    • User Email (required) - The email address where the invitation will be sent.

    • Role - Choose Admin or Viewer.

    Add new user dialog with Name, Email, and Role fields
  4. Click Send Invitation.

  5. The invitee will receive an email with a link to accept the invitation and join your workspace.

info icon

Note: Invitations expire after 7 days. If the invitee has not accepted by then, you can resend the invitation.


Managing Pending Invitations

After sending an invitation, it appears in a Pending Invitations section below the team members table. From there you can:

  • Resend - Send the invitation email again if the invitee did not receive it.

  • Revoke - Cancel the invitation before it is accepted.


Changing a Member's Role

Owners can change the role of any team member:

  1. Find the member in the Users & Roles table.

  2. Click the role dropdown or action menu next to their name.

  3. Select the new role.


Removing a Team Member

Owners can remove members from the workspace:

  1. Find the member in the Users & Roles table.

  2. Click the action menu (three dots) in the Actions column.

  3. Confirm the removal in the dialog.

The removed user will lose access to the workspace immediately.


Troubleshooting

The invitee says they did not receive the email

  • Ask them to check their spam or junk folder.

  • Verify you entered the correct email address.

  • Try resending the invitation from the Pending Invitations section.

I cannot find the Add User button

  • Make sure you are on the Users & Roles tab in Settings.

  • Only Owner and Admin roles can invite users. If you are a Viewer, you will not see this button.

I want to change the workspace Owner

Currently, only one Owner is assigned when the workspace is created. Contact support if you need to transfer ownership.


Related Articles

  • Account & Settings Overview

  • Billing & Usage Overview

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