IN THIS ARTICLE
How it works
A shared prospect database ensures that you can all keep track of all prospects collectively, which adds another layer of security that prevents the team members from accidentally contacting the same people twice, creating duplicates, or running overlapping campaigns.
You will also be able to set up and send campaigns to your colleagues, with their email addresses as the sender.
Adding additional team members to your Woodpecker account is free of charge.
Adding team members to the Team
To add somebody to your Team, please follow these steps:
1. Navigate to Settings → COMPANY SETTINGS → Team.
2. Click Add team member.
3. Type the name and email of the member you want to invite.
4. Check-mark the "admin" box if you want that person to have admin privileges:
to be able to add and remove users from the team,
modify settings in the account,
have access to the Billing tab.
Note: only members who are already Admins of a given Woodpecker account will be able to give admin privileges to other team members.
5. Don't forget to send the invitation email!
Team members who are not Admins can invite other non-admin members to join their Woodpecker account. However, they will not be able to remove them.
Removing a team member from Team
1. Go to Settings → COMPANY SETTINGS → Team.
2. Click on the member which you want to remove.
3. You will be redirected to a new page. Click the red X next to the name to remove this member from your Woodpecker account.
4. Confirm your action, click " YES, I'M SURE".
Note: Only Admins of a given Woodpecker Account can remove team members.
Adding Guest viewers
If you have a Client account under Agency, you can add guest viewers to your account.
By inviting them, you give them the ability to see and export the results of your campaigns. The guest viewers won’t be able to change anything in campaigns, though. They can be allowed to connect their mailboxes and see all email accounts.
The steps for adding a Guest viewer are simple:
Navigate to Agency panel → Clients → chosen Client → Guest viewers.
Click the "Invite new guest viewer" button.
3. Type the name and email of the client you want to invite.
4. Send the invitation email and wait for your client to accept it.
To remove the Client, follow the steps from this section, as the process is the same.