Resources

Managing your Team

If there are people in your company that deal with prospecting and cold outreach, you can add more users to yours Woodpecker account.

IN THIS ARTICLE

1. How it works
2. Adding users to Team

3. Removing users from Team

4. Adding Clients

How it works

A shared prospect database ensures that you can all keep track of all prospects collectively, which adds another layer of security that prevents the team members from accidentally contacting the same people twice, creating duplicates, or running overlapping campaigns.

You will also be able to set up and send campaigns to your colleagues, with their email addresses as the sender.

Adding additional users to your Woodpecker account is free of charge.

Adding users to Team

To add somebody to your Team, please follow these steps:

1. Navigate to Settings → COMPANY SETTINGS → Team.

2. Click New user.

Step-by-step adding a new user in Company Settings tab

3. Type the name and email of the user you want to invite.

Picture showing an invitation with fields for data of a new user and option to give the admin role to them

4. Check-mark the “admin” box if you want that person to have admin privileges:

  • to be able to add and remove users from the team,

  • modify settings in the account,

  • have access to the Billing tab.

Note: only users who are already Admins of a given Woodpecker account will be able to give admin privileges to other users.

5. Don’t forget to send the invitation email!

Picture showing successful invitation process.

Users who are not Admins can invite other non-admin users to join their Woodpecker account. However, they will not be able to remove them.

Removing a user from Team

1. Go to Settings → COMPANY SETTINGS → Team.

2. Click on the user which you want to remove.

3. You will be redirected to a new page. Click the red X next to the name to remove this user from your Woodpecker account.

Picture showing an

4. Confirm your action, click ” YES, I’M SURE”.

Confirmation pop-up for removing the user from your Team

Note: Only Admins of a given Woodpecker Account can remove users.

Adding Clients

If you have a Client account under Agency, you can add users to your account.

By inviting them, you give them the ability to see and export the results of your campaigns. The Clients won’t be able to change anything in campaigns, though. They can be allowed to connect their mailboxes and see all emails accounts.

The steps for adding a Client are simple:

  1. Navigate to Settings → COMPANY SETTINGS → Clients.

  2. Click Add client button.

    Add a client step by step

    3. Type the name and email of the client you want to invite.

Invitation for a new client

4. Send the invitation email and wait for your client to accept it.

Picture showing successful invitation process

To remove the Client, follow the steps from this section, as the process is the same.