Part 1: Set up Groups and Branding

This is part 1 of Chapter 1 of the Workspace Administration course, where we show you how to set up Workspace Groups and custom branding.

Updated over a week ago

Let's start by setting up your Groups.

Groups in Mixmax allow you to organize the members of your Workspace to track performance, share content conveniently, and so on. You can, for example, create separate Groups for different departments of your company, like Sales, Support, Recruiting, etc., or use other criteria. Other Workspace members will be able to create Groups as well.

Using Groups, you can filter the analytics in Mixmax Reports, organize your Mixmax Contacts, and check Group activity in your Live Feed.

Creating a new Group

To add a new Group to your Workplace, go to Groups in the Mixmax dashboard left-side menu.

Click +New group, specify a name for the Group, then click Add members to send the invites to join the Group to the selected members of your Workspace. It's that simple!

Adding a new group

Managing Groups

The user that creates the Groups is assigned as Group admin. Only Group admins can send invites to add more members to the Group and assign other members of the Group as admins.

To allow another Group member to manage the Group as Admin, just toggle the switch under Can manage group to on.

Assigning an Admin

Once users become members of a Group, they will be able to see other Group members and leave the Group if they wish by clicking X next to their names.

Leaving the Group

Disbanding a Group

If you wish to disband a Group you created, first remove all Group members by clicking X next to their names, then click X next to your own name, and this will disband the Group automatically.

Removing a Group member

To learn more, check out the Groups overview.

Setting up custom branding

Mixmax logo appears on multiple enhancements like link previews in emails as well as calendar events and poll confirmation pages. If you are on a Growth or Enterprise plan, you can replace the Mixmax logo with your own and customize the colors of the buttons.

To apply custom branding, go to the Branding section of the Mixmax dashboard. Here, you can specify the company name and logo, add the link that will open when users click on the logo, customize the color scheme, and so on.

When you are done, click Save Branding to apply the changes!

Branding settings

For more details, see Creating custom branding.

Sharing custom branding with your Groups

If you want other members of your team to use the custom branding you set up, just click View sharing in the top right corner of the page.

You can select the Individuals or Groups tab to share the custom branding with specific Workspace members or a whole Group you created.

Sharing branding

That's how easy it is to set up Groups in your Workspace and create a custom look for your Mixmax! Now you can add some members to your Groups. Click Next below to learn how.

Did this answer your question?