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Team management

Learn how to set up and manage teams on Scribeless with different roles, to collaborate on handwritten direct mail marketing campaigns.

Updated over 2 weeks ago

Managing your account and team settings in Scribeless is simple and efficient. This guide will walk you through editing your user profile and inviting team members, ensuring your account is set up for seamless collaboration.


Accessing Account Settings

Team Settings

To manage your team settings:

  1. Click on your team account name in the top left corner of the platform.

  2. Select Team Settings from the dropdown menu.

Individual User Settings

To manage your personal account settings:

  1. Click on your profile icon in the top left corner of the platform.

  2. Select User Settings from the dropdown menu.


Managing Team Settings

Editing Team Details

Within the Team Settings section, you can:

  • Update your organization name.

  • Upload or change your profile picture.

Inviting Team Members

  1. Navigate to the Team Members tab in the Team Settings section.

  2. Click Invite Member and enter the email address of the person you wish to invite.

  3. Assign a role:

    • Admin: Can invite new members and manage team settings.

    • Member: Standard access without administrative privileges.

  4. Click Send Invite to complete the process.


Managing Individual User Settings

Editing Your Profile

In the User Settings section, you can:

  • Update or add your email address.

  • View and manage your authenticated accounts and devices.

Leaving an Organization

If you need to leave your current organization:

  1. Go to User Settings.

  2. Click Leave Organization and confirm your choice.


By managing your account and team settings effectively, you can ensure a collaborative and secure environment within Scribeless. For additional assistance, contact our support team via live chat.

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