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Jumping Into a Team on ShortStack

These features available on All Plans (except where noted)

 

Welcome to ShortStack Teams!

Congratulations on being invited to join your workplace's ShortStack account! This guide will help you get set up, understand how teams work, and cover the basics of interacting as part of a team.

How Teams Work

Here’s a quick overview of how ShortStack for Teams functions:

  • A main account is created by someone in your organization. This account is on a paid plan (Pro or higher).
  • The person who created the account is referred to as the owner. The owner has permission to send out invites and set permissions for anyone accessing the account.
  • All campaign and email building takes place in this main account.

Teams Graphic.png

The owner can invite other ShortStack accounts to collaborate. Invited accounts:

  • Can be on a Free Trial plan (no paid subscription is necessary).
  • Must have a ShortStack account to receive access.

Setting Up Your Account

To prepare for receiving access to your company’s ShortStack account, follow these steps:

  1. Navigate to shortstack.com and click the Create a Campaign button in the top-right corner.
  2. Enter your name and email address (preferably your company email) in the provided fields and click Create Account.
  3. Check your email for a message with a temporary password. Copy this password.
  4. Use the temporary password to sign in to ShortStack.
  5. Once signed in, you’ll see a welcome message. Either:
    • Click I’d like to stay here… or
    • Click the X in the top-right corner of the screen to close the pop-up.

Optional:

  • Set up a unique password.
  • Enable two-factor authentication.

Refer to the Preferences and Two-Factor Authentication help docs for guidance.

I Didn't Create an Account

If you didn’t create a ShortStack account before being invited, don’t worry! You’ll still receive the invitation email.

  • Clicking the link in the email will guide you through the account creation process before granting access to the team.

Accepting Your Invite

To join your company’s ShortStack account:

  1. Open the invitation email and click the Accept Invite button.

Note: Invitations expire after 72 hours. If the link has expired, you’ll see an error message. Contact the account owner to request a new invite.

  1. Log in to ShortStack (if prompted).
  2. Upon logging in, you’ll automatically switch to the team account.

Pro Tip:
Check the name in the top-right corner of the Home screen:

  • If it shows your team name, you’re in the shared account.
  • If it shows your name, you’re in your personal account.

Working Within the Team

Now that you’re part of the team, here are a few key points to ensure smooth collaboration:

  1. Creating Content:

    • Work within the team account for any content (campaigns, emails, etc.) that others need to collaborate on.
    • Verify you’re in the correct account by checking the name in the top-right corner of the Home screen.

  2. Access Permissions:

    • You will only have access to the content and features granted by the owner or admins.
    • If you believe you need access to something, double-check that you’re in the team account (not your personal account).
    • If access is still missing, contact the account owner or an admin.

Note: If your permissions are updated, you’ll be logged out automatically. Log back in to access your updated permissions.

  1. Content Management:

    • Content created in your personal account cannot be transferred to the team account. Always ensure you’re working in the correct account.

  2. Billing Information:

    • Billing details and statements for the team account are only accessible to the account owner.
    • Our support team can assist with billing questions, but it will require verification of billing information.

Switching Teams

If you need to switch between your personal account and the company account, or between multiple teams:

  1. Click your name in the top-right corner of the Home screen.
  2. Select Switch Teams from the drop-down menu.
  3. Click the name of the team you want to join.

You’ll be redirected to the selected team account. Double-check the top-right corner of the screen to confirm you’re in the correct account.



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