Back to docs
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) 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.
Account selector and organization
Capture account context in the UI and show how customers switch or identify active 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.
Team access management
Capture team member list and role assignment controls.