Team Members

You can provide account access to other individuals who will have unique logins to your USGM mailbox.

Note: You must be on the Business plan to have access to this feature. If you are not on the business plan you can upgrade via Settings -> Plan & Billing Details -> Change 

 

The cost is $7.25 per team member per month and you can assign two types of roles; User or Manager.

• Users – give them access to certain folders
• Managers – give them access to the entire mailbox (except for billing)

 

Select any of the following to see how to use the features:

• Registering new members
• Setting folder access to specific members
• Switching roles for team members
• Permission differences between members

 

Registering new members
1. Go to Settings and select Add-ons:

 

2. The screen defaults to Scan Bundles so click Team Members and click on “+ Invite Members“:

 

3. Fill out the team member details and assign them the User or Manager role in the dropdown list as needed:

• • Users have access to assigned folders only.

• • Managers have access to all areas except billing.

 

4. Click “Send Invitations”.

5. The users will receive an email that looks like this:

 

6. Once the “Accept Invite” is clicked by the invited person they can create their login credentials:

 

 

7. Have the user click “Accept Invite” and they will then show as “Active” in your account:

 

 

Set Folder Access

1. Click on the three dots next to the User/Manager’s name and click Set Mail Folders:

 

2. Choose the folder(s) or create a new one and click “Apply“:

That’s it!

 

 

Switching roles for Team Members

User to Manager:

Click the three dots next to their name and then click “Grant Manager”:

 

Manager to User:

Revoking a manager’s access will automatically convert them to a User:

 

 

Permission differences between members

This table demonstrates what the primary user has access to in comparison with the Team Member roles of Manager and User:

	Primary user	Manager	User
Mailbox	✅	✅	✅
– view all folders	✅	✅	❌
– view assigned folders	✅	✅	✅
Scans	✅	✅	✅
Shipments	✅	✅	✅
Billing History	✅	❌	❌
Discarded	✅	✅	✅
Settings	✅	✅	✅
– Payment Details	✅	❌	❌
– Account Details	✅	✅	✅
– Account Names	✅	❌	❌
– Folders	✅	✅	❌
– Team Members	✅	✅	❌
– Change mailbox location	✅	❌	❌
– Shipping Addresses	✅	✅	✅
– Shipping Schedules	✅	✅	❌
– Scan Bundles	✅	✅	❌
– Automatic Scans	✅	✅	❌
– Export PDFs	✅	❌	❌