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How to Invite a Team Member to Your Sendr Workspace

Ana Gzryan avatar
Written by Ana Gzryan
Updated over 2 weeks ago

Collaborating with your team in Sendr is simple. You can easily invite colleagues to join your workspace so you can build templates together, enrich contacts from shared tables, and manage outreach as a team.

How to Invite a Team Member

  1. Click on your profile icon in the top-right corner of Sendr

  2. Go to Settings

  3. Navigate to the Team tab

  4. Enter your teammate’s email address

  5. Choose to invite them as an admin, guest, or member

  6. Click Invite

They’ll receive an email invitation to join your Sendr workspace.

Role Permissions

Before sending the invite, you can choose the level of access for each team member:

  • Admin
    Full access to settings, templates, enrichments, and the ability to invite/manage other team members.

  • Member
    Can create and edit templates, run enrichments, and collaborate on campaigns.

  • Guest
    Can view the workspace but cannot create templates or run enrichments.

What Happens Next?

Once they accept the invite:

  • You’ll be working in the same workspace

  • You can collaborate on templates in real time

  • You’ll share enrichment credits across the team

  • Everyone has access to the same contact tables and template library

If you run into any issues inviting teammates or managing your workspace, just reach out - we’re happy to help.

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