Team Roles and Onboarding
Manage workspace admins, staff access, and onboarding flow inside SendFlow.
On this page
Overview
team roles and onboarding helps SendFlow teams keep clear workspace ownership and safe day-to-day collaboration organized inside one workspace instead of scattering setup and campaign work across disconnected tools.
Use this guide as a practical operating reference for admins, staff, and campaign managers who need repeatable workflows.
What to manage
The goal is to keep the workspace readable for the whole team while making sure the data, setup, and delivery flow stay accurate.
When ownership is clear, SendFlow becomes easier to scale across audiences, templates, campaigns, and sending infrastructure.
- Separate admin and staff responsibilities clearly.
- Onboard new team members into the right workspace flow.
- Avoid giving broader access than the role needs.
- Make ownership visible across audiences, templates, and routing.
Recommended workflow
Use a simple operating flow whenever your team is working on team roles and onboarding.
This keeps planning, review, and execution aligned before anything goes live.
- 1Review the current workspace team list.
- 2Assign the correct role for each new member.
- 3Walk the teammate through the areas they own.
- 4Make sure they understand review and launch expectations.
- 5Revisit permissions when responsibilities change.
Review checklist
A short review step usually prevents configuration drift, wrong audience targeting, or noisy campaign logs later.
Ask a second team member to confirm changes when the guide affects live delivery, routing, or workspace-wide assets.
- Admins and staff roles are current.
- New members know what they own.
- High-risk setup changes stay with the right people.
- The workspace remains readable as the team grows.
Role confusion becomes an operations issue
When nobody is sure who owns audiences, routes, or campaign approval, mistakes usually appear during live launches rather than during planning.