Add team members

If you want to give other team members within your organization access to Preston, here is the process. 

First, click on the arrow next to your name at the bottom left corner of the screen and click “Settings.” 

Find the “Team” tab near the top of your screen. Click the “Invite Member” button. 

You will need to choose a role and enter the name and email address of the new member. 

An ADMIN has the ability to add new members. 

A MEMBER has full access to draft and manage campaigns and emails. 

A VIEWER wil only be able to view the information within the platform and not send or manage campaigns. 

Whoever you add will receive an invitation email and will have to set up a password in order to access the account. 

Have other questions? Feel free to email [e-mail].