Mixmax

Admin setup, Roles and Permissions, Billing, and Security

Admin

This article describes Workspace-level settings that Workspace admins can manage.

Admin center overview

This article describes what you can do as a Workspace Admin in Mixmax.

Admin permissions

This article describes how to create, join, leave, and manage Mixmax Workspaces, including member and subscription management.

Creating, joining, and managing workspaces

This article outlines steps to help you transition smoothly to a new email account.

What to do when you change your email address or domain?

Custom Branding gives admins centralized control over logos, colors, and company details, so every eligible team member sends emails that look polished and on-brand.

Custom Branding for Workspaces

Setting up Mixmax

Learn more about Workspace Teams in Mixmax, how to add or remove Team members, and how to share resources with your Team.

Teams overview

This article will explain how workspace admins can grant read and write access to shareable assets for specific Roles.

How to grant read and write access to shareable assets for specific Roles.

This article explains how to disable all messages and Sequences tracking for your Workspace members.

Disabling tracking for your organization

Mixmax Workspaces, Groups, Roles, and permissions

Roles and permissions

Learn how to view and download your payment receipts and invoices from the Mixmax Billing settings.

How to access billing receipts and invoices

This article explains how to transfer a subscription from a Mixmax account to another.

How do I transfer my subscription to another Mixmax account?

Learn how to update your credit card information and what to do if you need to delete your saved credit card information completely.

How do I update my credit card information?

How to switch your workspace from monthly to annual billing and save on your Mixmax subscription.

Switch to annual billing

Learn what to do if you bought a paid subscription using the wrong email account.

I bought a subscription for the wrong email address account!

This article explains how to use Mixmax with multiple email addresses by setting up aliases or buying additional paid subscriptions.

Can I use Mixmax with multiple email addresses?

Learn how to enable Mixmax for multiple Gmail accounts.

How to enable and disable Mixmax on another account

This article describes how to close your Mixmax account and revoke Mixmax access to your Gmail account.

How do I close my Mixmax account?

This article explains how to cancel Mixmax plans as an admin.

How to cancel Mixmax plans

This article describes what to do if you were charged after canceling your subscription.

I was charged after canceling my subscription!

How to manage Mixmax subscriptions and plans

Accounts and billing

This article describes deploying Mixmax in conjunction with a third-party Single Sign-On solution.

Mixmax and SSO

Learn more about your privacy and security with Mixmax.

Is my information secure?

Learn how to download your personal data as a CSV file in the Mixmax web app.

How do I download my personal information?

Privacy and security

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Developer Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.