Roles and invitations
One person, one account
The roles
User / Administrator / SuperuserThe three roles: works in their group / sees and manages everything / on top of that, plans, bank card, invitations. The first person from a company to sign in is a Superuser. : does the work and sees the work of their ownWhere to find itTeam management, the member's row; the member's record › RoleGlossary GroupA circle of members who see the same campaigns, senders and letters. .Where to find itTeam management, one section per groupGlossary Administrator: sees the work of every group; manages groups, memberships and leaders, moves campaigns and SenderThe company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name. , and can deactivate Users (only a Superuser can deactivate an Administrator or a Superuser).Where to find itMail › SendersGlossary Superuser: on top of that, assigns roles, manages plans, handles the company's bank card and billing details, and invites colleagues. Leader (★)The group's leader: manages the group's members and sees the group's report. (within a group, ★): manages the members of their own group and sees the group's report.Where to find itTeam management, the group's headerGlossary
The invitation
The plan
Account menu › My subscription, for your own plan; Account menu › Team management › Invite; on the member's record, the Role view
Invite Judith to the Germany group, on the Pro plan.
Above the approval button you can see the plan and the amount to pay.
With a team, in one market
Everyone works separately; the managing director sees everything.
OpenIn several countries, with a separate team for each
Each country works in its own group.
OpenAlongside your own CRM
You can manage your customers in Trendizz as well; if you keep your CRM, the positive responders move across to it.
OpenA marketer works for my company
The company buys a plan for them, and the letter goes out from the company's mailbox.
OpenI am a marketer working for clients
One account per client, inside the client's company account.
OpenYour first week with Apex
What to ask Apex for in the first few days.
OpenSet it up with Apex.
Tell Apex how many of you there are and how you work. Apex tells you which guide fits and, wherever it can, sets things up with your approval.