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The Team page is where you invite others to your Artisan workspace and manage them. There are three tabs on the Team page: My team: manage everyone in your workspace.
Sender invite settings: choose what new people are asked to set up when they join.
Sender groups (visible only to admins): organize people into reusable groups that you can apply to campaigns.

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Inviting someone to your organization

You can invite people to your workspace and assign each person a role that controls what they can do in your organization. Inviting people is free, and there’s no limit on how many you can add. If someone joins but doesn’t finish setting up their profile, you can send them a reminder from the My team tab.
You can add up to 50 email addresses at once, separated by commas. Invites can only be sent to custom email domains.
  1. Go to the Team page.
  2. Click + Invite.
  3. Enter their email address.
  4. Choose the role you want to assign.
  5. Optionally, choose whether to add the user as a sender to all campaigns.
  6. Click Invite.
Once you send an invite, the person receives an email with a link to join your organization. The link expires in 30 days. What they’re required to fill out when joining depends on what you’ve set in the Sender invite settings.

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My team

The My team tab lists everyone in your workspace. When someone hasn’t finished their setup, the panel at the top of the tab shows what’s missing. Select Remind to email everyone with that issue, or Remind all to email everyone with an unfinished setup. To manage an individual, open the ⋮ menu on their row. From there, you can view their profile, edit their email signature and role, assign or remove their dialer seat, or remove them from the team.

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Sender invite settings

The Sender invite settings tab controls what new people set up when they join, so everyone starts with a consistent setup. Required onboarding fields let you choose which fields people must complete during onboarding. Signature format sets the default format new people start with, plain text or HTML. They can switch between the two if they want.

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Sender groups

Sender groups let you organize people into reusable, named lists that you can apply to a campaign with a single action. Adding someone to a group doesn’t change their individual mailbox or sending setup.
When you apply a group to a campaign, it adds everyone in the group at that time to the campaign. The group doesn’t stay linked to the campaign. So if you add new people to the group later, they won’t be included in that campaign until you reapply the group to it.

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Creating a group

  1. In the Team dashboard, go to Sender groups.
  2. Click + Create group.
  3. Select the members you want to add.
  4. Name the group.
  5. Select Create group.

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Roles

Artisan has three built-in roles:
  • Owner
  • Admin and
  • Member
You can also create custom roles in Access controls. A Member can work on their own campaigns, lists, and sequences, connect their own mailbox, and use the inbox and dialer. Members don’t have access to the Team page, Manage Ava, or the admin-only settings (Access controls, Billing, and Advanced settings). An Admin can manage campaigns and lists across the whole workspace, invite and remove people, change roles, and handle billing, settings, and integrations. An Owner has the same access as an Admin, plus two things only an Owner can do: request or cancel account deletion, and set the organization’s company details. To transfer ownership, contact Artisan’s support.

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Updating a role

  1. On the Team page, go to the My team tab.
  2. Open the ⋮ menu on the person’s row.
  3. Select Edit role.
  4. Choose the new role under Change role to.
  5. Select Confirm.

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Frequently asked questions

No. Inviting people is free.