Managing your Company and Staff

Your Transpond Account is split into two parts: the Company and its Users. When you first sign up to Transpond, a Company is automatically created with a User associated with it. Under the Company, you can add multiple users, but as a User, you can also have multiple Companies. This is especially useful if you’re managing Email marketing for multiple businesses.

How to create a new Company

If you want to create a new Company in Transpond then you can follow these quick steps:

1. Click the button to Switch next to your Company Name in the top left corner
2. Click the button to Add New Company
3. Type the new company name and click Continue

You’ll now be immediately switched to the new Company at which point you need to complete the standard activation questionnaire etc to get the new company setup.

How to switch between Companies

If you have multiple Companies setup in Transpond and you want to move between them then use the button to Switch next to your Company name in the top left corner and select the Company you want to switch to.

Staff and Roles

Within your company, you can have multiple people accessing the same Transpond account. Each person accessing your account is set up as a separate Staff Member with their own login credentials and Role. The Role will dictate what areas of Transpond they’ll have access to and what features they can use.

Before you start adding new Staff members, it’s best to create the roles you want so the new people have the right permissions from the get-go.

How to set up a Role

By defaul,t Transpond has two roles:

• Standard: You’ll have access to all features but not the ability to view or change any of the company settings e.g. changing Staff, managing payments or updating Roles.
• Admin: Full control over the account with access to all features and ability to update all settings.

To create a new Role:

1. Click on your profile picture in the top menu bar > Company Profile
2. Go to the Roles tab
3. Use the button to Add a Role
4. Give the Role a name and press Continue
5. Now you’ll be presented with a range of permission options for the different areas of Transpond. It includes anything from Automations to Company and Templates. For each option you can select either Write, Read or None.

• Write means that you can make changes in that section.
• Read means you can just view that section.
• None means that you won’t have access to it.

As soon as you make a change, the Role is automatically saved.

6. Complete your selections and you’re done.

How to change an existing Role

1. Click on your profile picture in the top menu bar > Company Profile
2. Go to the Roles tab
3. Click View/Edit under the Role you want to update
4. Make the changes you want. As you do, the changes are automatically saved.

How to add Staff Members

To invite a new person to use Transpond:

1. Click on your profile picture in the top menu bar > Company Profile
2. Go to the Staff tab
3. Use the button to Add a Staff Member
4. Enter the person’s email address, choose a role and press Continue. As soon as you do, an invitation will be sent to that email address and you’ll see an entry for them in the Staff list.
5. At this point the user needs to confirm the invitation using a link in the email they’ll receive.

How to remove a Staff Member

1. Click on your profile picture in the top menu bar > Company Profile
2. Go to the Staff tab
3. Click the little trash can button at the top right corner of the box for the Staff Member
4. You’ll be prompted to confirm the deletion. Click Delete Staff to confirm.