Teams in Mixmax are a great way to share content and track performance across your workspace. Any member of your workspace can create a Team, and you can set up different Teams across your workspace.

Team members with Can manage team turned on (Team admins) can invite and remove Team members, and turn Can manage team on or off for other members. All Team members can see who else is on the Team and can choose to leave the Team.

Everyone you add to a Team receives a Join my Mixmax Team email from you, including people who are already in your workspace. To join, they open the email and click Join my team on Mixmax while signed in to Mixmax with the invited email address. Team invites are accepted from this email, so they don't appear in the Mixmax dashboard.

If the person doesn't have a Mixmax account yet, they'll receive two emails: an invitation to Mixmax and the Join my Mixmax Team email. They should click Sign up for Mixmax first, and then Join my team on Mixmax.

On the Teams tab, the Status column shows Invited until the person accepts, and then changes to Accepted. To send a pending invite again, click the resend icon (circular arrows) next to their status.

A Team member can be removed at any time by clicking the remove button (trash icon) next to their name.

Team members you've invited can leave the Team at any time — they'll see a Leave Team button.

If you want to disband a Team you created, first remove all of the Team members by clicking the remove button (trash icon) next to each person. Then click the remove button (trash icon) next to the team name to disband the Team.

Only team members on a paid subscription can contribute to the Team Live Feed. Emails sent by Team members on Free plans will not appear in the Team's Live Feed. Team members also need to accept their Team invite before their activity appears in the Team Live Feed.

All your saved searches in the Live Feed will be available in the left column. You can share any saved search with all members of your workspace Team. When you're viewing a saved search, you'll see the Share button in the upper-right corner of your page.

When you click the Share button, a window will open where you can choose which Team to share the search with. You can also choose to give Read-Only (can view) or Read-Write (can edit) access.

Templates are slightly different from the Live Feed because you can share individual templates or entire template folders. To share an individual template, open up an existing template and click the Share button.
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On the Edit Sharing screen, you will see options to share with your Teams.

You can also share entire template folders with your workspace Team or individuals, which will share all of the templates within the folder. When you are viewing a folder, you'll click the Share this folder button.
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In the pop-out window, you'll see the option to share the template folder with your teams or individuals. Giving Read-Only access means the other Team members you're sharing with can view and use all templates in the folder, but cannot change them or add new templates. The Read-Write access will allow Team members to make changes to the template.
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Sequences can be shared as Read-Only or Read-Write. With Read-Only, your Team members can use the sequence and send from their own accounts, but they cannot modify the stages. With Read-Write, your Team members can change the sequence's content.

To share a sequence, click the Share button at the top of your sequence settings. You can edit the sharing details at any time by clicking Edit sharing. To learn more, see Setting up your Sequences.

When a sequence is shared with you, you'll see the recipients you added to it. To also see the recipients and stats of teammates using the same sequence, you need to be on the same Team as them, with your Team invite accepted. Workspace admins can see all users' recipients and stats by default.

Your teammates' activity only appears if Sync to Mixmax is enabled for the sequence, which is on by default. You can check this in the sequence's tracking settings.

On the Engagement Copilot and higher plans, you can create reports to track email and meeting activity across your workspace Team.

Using Report Builder, you can check how well a particular sequence or template is performing across your Team. You can also use reports to determine which of your Team members has the best relationship with a given contact. When you save a custom report, you'll see a button to share the report. This lets you select which workspace Teams you'd like to share with.

When you're looking at the Live feed, you'll notice the View feed menu above it. Select a workspace Team from this menu, and you will see all of the tracked activity for all users in that Team.

You can use the search bar above to find specific details for your Team. For example, you can choose to view only opened messages, not replied ones, for a team.

If you are a workspace admin, you can view all teams, regardless of whether you are a member of them.

For more information, see the article about Admin permissions.

Teams in Mixmax allow you to share content, track performance, and view metrics for your organization, as described in this article.

Roles allow you to set (and, if you wish, enforce) settings for different departments or positions within your organization. For example, you can determine the default settings for Mixmax in general, Exclusions, Unsubscribing, and Tracking, or for key integrations like Salesforce. For tracking, this helps your organization comply with data privacy laws, as you can disable tracking for users by role. To learn more, check out how to disable tracking for your organization.

You can create and assign roles from the Roles section of Admin Settings. You can also read more about Roles here.

Team invites are sent by email from the person who invited you, with the subject Join my Mixmax Team. Check your inbox and spam folder for it. If you still can't find it, ask your Team admin to resend the invite from the Teams tab.

Make sure you're signed in to Mixmax with the email address that received the invite. If you're signed in with a different account (for example, in another Chrome profile), sign in with the invited address and click the button in the email again.

Yes. Everyone you add to a Team needs to accept the invite from the Join my Mixmax Team email, even if they're already in your workspace or use the same email domain as you.

Yes. Enter their email address in the Invite to team by name or email field. If they don't have a Mixmax account, they'll be invited to create one and join your workspace. If you'd like to choose their plan first, invite them from the Members tab before adding them to your Team.

People who already belong to a different Mixmax workspace can't be added to your Team. If you need a user moved to your workspace, contact our support team.

Team members are currently added one at a time, by searching for or entering each person's name or email address.

No. That setting gives edit access to templates and sequences across your workspace, but it doesn't show recipients other users have added to a sequence. To see them, join the same Team as your teammates. To learn more about the setting, see How to grant read and write access to shareable assets for specific Roles.