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Help/Account & Team

Account & Team

Settings, branding, team roles, CSV import, and subscriber management.

Account Settings

Settings tabsGeneral: branding, links to your pages and email remindersProducts & Plans: turn products on or off, upgrade and manage billingHelp Center: hel

Last updated Oct 28, 2026

Team Member Roles and Permissions

RolesEach person on your team has one of three roles:Owner: the person who created the account. Full access, including billing.Admin: full access to content, se

Last updated Oct 28, 2026

Inviting Team Members

RequirementsA Pro plan on at least one productThe Owner or Admin roleStepsGo to Team in the sidebar.Click Invite Member.Enter their Email and choose a Role: Edi

Last updated Oct 28, 2026

Importing Data via CSV

How to bulk import data using CSV files.

Managing Subscribers

How to view and manage your email subscribers across products.

Inviting Team Members via GitHub

GitHub sign-upInvitees can join with GitHub instead of an email and password:They click Accept Invitation in the invitation email.On the sign-up page, they clic

Last updated Oct 28, 2026

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