Set Up Your Team

Purpose: Configure your organization settings and invite team members so everyone has the right access and roles in Sure Send.

Before You Begin

You'll need:

• Admin or Owner access to your Sure Send account
• Email addresses for team members you want to invite
• An idea of how you want to organize your team (roles, sub-teams)

Part 1: Configure Organization Settings

1. Click Settings in the left navigation menu.
2. Select My Team under Team Settings.
3. Click the Edit button (top right corner, next to the team name).
4. Update the Team Name and Description as needed.
5. Click Save Changes.

Part 2: Set Up Role Types

Role types are labels that describe what someone does on your team (e.g., Loan Officer, Transaction Coordinator). These are separate from permissions.

1. In My Team, locate the Role Types section on the right side of the page.
2. Click Add Role Type.
3. Enter a name for the role type.
4. Click Save.

Tip: Keep role types simple to start. You can always add more specific ones later.

Part 3: Create Sub-teams (Optional)

Sub-teams help organize larger teams by location, department, or pod.

1. In My Team, select the Subteams tab.
2. Click Add Subteam.
3. Enter a name for the sub-team (e.g., "Dallas Team," "Mortgage Division").
4. Click Save.
5. Assign team members to sub-teams after inviting them.

Note: Users can belong to multiple sub-teams if needed.

Part 4: Invite Team Members

1. In My Team, select the Members tab.
2. Click Invite.
3. Fill out the invitation form:
   • Email — The team member's email address
   • Team Role — Select Admin or Member
   • Role Type — Select from your configured role types
4. Click Send Invitation.

The team member will receive an email invitation to join Sure Send. Pending invitations appear in the Members list until accepted.

Understanding Team Roles

Role	Permissions
Owner	Full access including billing and credits, phone provider setup, and all settings. Cannot be changed.
Admin	Manage team members, stages, custom fields, and most settings. Cannot access billing or credits.
Member	Standard access to contacts, communication tools, and day-to-day features. Limited settings access.

Configure Win the Day Target (Optional)

Set a daily conversation goal for your team. This setting is available to Owners and Admins only.

1. In My Team, click the Edit button (top right corner, next to the team name).
2. Under Win the Day Settings, enter your Default Daily Conversation Target.
3. Optionally, toggle Allow members to edit their settings to let team members adjust their own daily conversation targets and yearly goals.
4. Click Save Changes.

This target appears on the dashboard widget to help your team stay on track.

What's Next

Stage Management →