Multi-User Login & Management

Multi-User Login & Management

tinyEmail is excited to introduce Multi-User Management, a powerful feature designed to enhance collaboration, increase security, and simplify user access control. Whether you're scaling your marketing efforts, adding new teammates, or managing a distributed team, this feature helps you share access safely and efficiently.

Roles & Permissions

We’ve created specific user roles so each team member has the right level of access to perform their tasks within your account.

1. Admin

By default, Admin rights are automatically assigned to the email address used during the initial account sign-up. Admins have full access and control over the account.
  1. Invite and remove users.
  2. Controls access to account settings, billing, and integrations.
  3. Enable/disable 2FA for the account.
  4. Full access to all features and account-level settings.

2. Member 

Member users have limited access:
  1. Can log in and use the platform to create and manage campaigns.
  2. Cannot view or change billing information.
  3. Cannot manage users or account-level settings.
  4. Can only log in via email and password.
  5. 2FA is supported.

3. Billing User

The Billing User role is designed for users who need access strictly to billing-related functions without broader administrative permissions. When you assign the Billing role to a new user, their platform access is strictly limited. Upon logging in, a billing user will only be able to view and interact with:
  1. Payment Information
  2. Billing Information
  3. Invoices and Payment History
  4. Plan changes and upgrades
Billing User will not have access to campaigns, templates, or any other features outside of these billing settings.

NOTE that all billing correspondence is automatically assigned to Billing Users once access is created.

When a team member with the Billing role accepts their invitation and becomes active on the account, the system automatically updates the Billing Notifications to be sent to Billing User. 

If the Billing member is removed from the account, or if their role is changed to something other than Billing, the system will automatically revert Billing notifications  to the original account owner’s email address.

Multiple Billing Contacts:
In cases where multiple team members are assigned the Billing role, each new acceptance updates the system. The most recently active Billing user (i.e., the last member to accept their invitation) becomes the primary contact and will receive Billing notifications.



How to Add a Team Member in tinyEmail

  1. Log in to your tinyEmail account.
  2. Click on your profile icon and go to My Account.
  3. Navigate to the Users tab.
       

  4. Click on Add User.
  5. Enter the email address you want to invite and select the appropriate Role (Member or Billing).





  6. Click "Add Member" to send the invitation.
  7. The invited user will receive an email titled Activate your account access. Ask them to open the email and click the activation link to complete the setup and configure their access.


  8. All set!

You’ve successfully created separate access for your users. Each user sets up their own password and now has individual, secure access to the account.

This setup enhances both security and accountability across your team. If you have any questions or need assistance, our support team is here to help.