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Team Management

Team and Account Management

Set up your account so teammates can collaborate efficiently without confusion.

Audience: Account ownersTime: 10-15 minutes

Updated April 2026

Before you begin

  • Owner or admin-level access

Table of contents

  1. 1) Organize by account
  2. 2) Manage teammate access

1) Organize by account

Account boundaries help keep operations clean.

  • Use separate accounts for different brands, clients, or business units.
  • Keep domains and mailboxes grouped by operational context.
  • Use clear account naming conventions.
  • Document ownership for each account.

2) Manage teammate access

Give team members only the access they need.

  • Add teammates to the right account.
  • Assign role levels based on responsibilities.
  • Review and remove stale access regularly.
  • Keep ownership and escalation paths clear.

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