Introducing Retainful’s New Team Collaboration Feature

We are happy to introduce Retainful’s new “Team” feature, designed to streamline collaboration and enhance productivity within your team.

The “Team” feature is available exclusively for premium plan subscribers. It is not accessible for free, trial, or essential users.

To access the “Team” Section

Step 1: Go to your account name at the bottom left corner of your screen.
Step 2: Click on ‘Settings’.
Step 3: Navigate to the “Team” section.

Retainful Team Feature

To add Team Members

Step 1: Click on the “Add Team Member” button.
Step 2: Enter the email address of your team member.
Step 3: Select the appropriate access rights (viewing, managing, editing, publishing, etc.).
Step 4: Send the invitation.

Add Team Members

Manage Invitations

  • Team members will receive an email invitation valid for 7 days.
  • Resend pending or expired invitations if necessary.
  • Team members must accept the invitation and log in to the store to gain access.

Team Member Details

Step 1: View team member details in the ‘Team’ section.
Step 2: Click ‘Edit’ to change member permissions.
Step 3: Click ‘Remove access’ to remove a member.

Team Member Details

Collaborate on Campaigns

Step 1: Share access to email campaigns and automation workflows.
Step 2: Assign specific tasks or roles to team members for efficient collaboration.

Team Collaboration for campaigns and automation