Creating a Mail Designer 365 Team is the first step towards achieving effective collaboration on email designs. As a team, you will benefit from
exclusive features to help you improve your workflow.
To set up a team, head to your
my.maildesigner365 online portal and sign in with your equinux ID and password.
Once you’ve logged in, you’ll be greeted by your personalised start page . Here you will see an overview of your teams. New users are automatically created a team which you can start adding members to straight away.
Click on your team name to go to your team's overview page. From here, go to the "
Members" tab and click "
Invite member."
Fill in the name and email address of the new team member and assign them a role from the list. If you are not sure which role they will need just yet, simply select "Member."
When you are done, click on "
Invite" to send a personalised email invitation. The team member can accept your invitation by clicking on the link in the email.
After your team member has accepted your invitation, go to the “Members” tab, and assign your new member a plan by clicking on "Assign Plan" next to your team member's name.
If you're an admin and brand new to Mail Designer 365, take a look at this
PDF guide for a step-by-step introduction.
