Assign users to their own groups in Staffbase Email to enable collaboration options.
With Shared Views enabled, all members of a group can access the tracked emails sent by other members as well as access other members' Email Designer drafts and templates. To grant access more selectively, you can share individual drafts or template folders instead.
Managers are able to sign in as other Managers and Base Users who belong to their group to see exactly what they see in the web app, and they are also able to update some profile settings for their group members.
Creating, Editing, or Deleting a Group
- On the Team page, click Create New Group.
- Type in a new group name and click the checkmark to save it.
You now have the option to edit the group name or delete the group from this page.
If you choose to delete a group, you are prompted to select a different group to move its members into.
If they do not need to be in any specific existing groups, choose the Default group.
When a new Staffbase Email user group is created starting May 5, 2022, the group will need to have permissions added manually to access existing distribution lists in the web app.
Adding a User to a Group
- On the Team page, click the three dots next to a user and click Edit User.
- Select a new Group that you want to move the user into.
- Click Save & Update.