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Managing your Team

Multiple team members are available only to Emma Plus and Emma HQ accounts.

With Emma For Teams, you can create multiple users with different levels of access & permissions. 

You'll access your team by clicking the dropdown menu next to your name at the top right of any page. From there, select 'Team'.

Here, you'll be able to see all current and invited team members:

Emma Plus accounts and Emma HQ subaccounts can create up to 10 users.

From this view, you can update any team member's permissions by clicking the dropdown arrow to the far right of the user and selecting 'Edit team member'.

Permission levels

There are also permission levels which you can set for your team members:

Administrator, Full, Editor, Author, Response only

Administrators have access to all the features of an account, including the ability to manage API keys, export audience data, and manage other team members.

The level of access for different permission levels varies based on your account type:

You'll want to be sure to coordinate with the other users of your account to ensure you don't have more than one person in the same campaign at a time. Emma's editor is set up to automatically save your work as you go and if multiple users are working in the same campaign at once, they may unintentionally clear out each other's work.

Inviting team members

To invite a member, you'll click Invite A Team Member at the top right of your team page, which will bring up the following form:

Once you enter the email address and send the invitation, you'll receive this confirmation message:

The member you invited will receive an invitation (from your account's sender address) which looks like this:

This invitation expires after 15 days. If the invitation has expired or been deleted, clicking on 'Access your new account' will return this message:

If you need to resend an invitation, you'll delete the pending user and then create a new invite. You can delete a user by clicking the arrow to the right of the user and selecting the option to delete. Only the Administrator can delete other users.

Sometimes internal team invites are not delivered due to your server's cybersecurity settings. If you or your team are not receiving team invites and they aren't in your spam or junk folder, whitelisting Emma for delivery can help. Learn more about how to whitelist Emma.

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