Teammates

As an account owner or administrator, you can add a Teammate to your SendGrid account. Depending on your Email API Plan, you have the option to add a password or an SSO Teammate. A password Teammate logs in with a username, password, and Twilio SendGrid 2FA (when configured), while the latter logs in via SSO.

You can add one password Teammate to your account on the SendGrid UI:

1. Navigate to Settings, and click on Teammates. This is where you can see the list of all of your current Teammates with their details: username, email address, first name, and last name.
2. To add a new Teammate, click Add Teammate.
3. Enter the Teammate's email address and then select their permission level. Depending on the selected permission level, you may need to do some additional permission configuration.
4. Click Invite. Your pending invitation should appear on the Invited list next to All. The Invited list contains the email address of the invitee and the invitation expiration date.

You can add up to 1,000 Teammates to your account. On these plans, you have the option to add a Teammate via password or SSO authentication:

1. Navigate to Settings, and click on Teammates.
2. On the Teammates page, click Add Teammate > Add password Teammate.
3. Refer to steps 3 and 4 on Adding Teammates: Free and Essentials Plans.

Before adding an SSO Teammate, enable Single Sign-On for your SendGrid account. To add a Teammate:

1. Navigate to Settings, and click on Teammates.
2. Click Add Teammate > Add SSO Teammate.
3. Enter the Teammate's email address, first name, and last name.
4. Select Add to this parent account or Add to specific subuser accounts. If you're adding a Teammate to the parent account, select their permissions. Click Invite. If you're adding a Teammate to a specific subuser account, search for the subuser account on the next screen to assign the new Teammate to. Click Save.

After a SendGrid account administrator adds you as a Teammate, your onboarding flow is determined by the type of Teammate invitation.

If you are added as a password Teammate, SendGrid sends you a welcome email with a link to set up your profile.

1. Click the link in the welcome email, which takes you to the Twilio signup page.
2. Set up your credentials (email address and password).
3. Set up two-factor authentication (2FA), which is required for future logins.
4. You are then redirected to the SendGrid dashboard with your assigned permissions.

Please consult with your SSO administrator for logging in as an SSO Teammate and understanding your SendGrid account permissions.

The three different permission levels are:

• Restricted Access - Teammates with no access to a feature cannot change that feature's settings or view it within the SendGrid UI. However, you can still grant them access to specific features.
• Read-only Access - Teammates with read-only access will not be able to change or configure a feature. However, they will be able to view any information provided by that feature.
• Admin - Teammates with full access that can view and make any changes.

If you select Invite with Restricted Access when inviting a Teammate, you need to select a preset access level or create your own by selecting Custom Access. You can choose from several pre-defined permission levels to fit a variety of roles: Developer Access, Marketer Access, and Accountant Access or you can customize access for the Teammate.

To modify an existing Teammate's permissions:

1. Navigate to the Teammates Page under Settings.
2. Under the list of current teammates, click the action menu next to the teammate you would like to edit.
3. Click Edit to open a modal window presenting the teammate's current permissions.
4. Make your desired changes and click Update.

To delete a Teammate:

1. Navigate to the Teammates Page under Settings.
2. Click the action menu next to the Teammate you want to delete and click Delete.

If you are already signed into a SendGrid account as a Teammate, but do not have access to a page or feature, you may request access to that page by clicking Request Access.

Once a request is made, all account administrators receive a notification in the Teammates page (Settings > Teammates) that a request is pending approval.

You can find any access requests listed under Pending Requests on the Teammates page in your Settings. The request will list the username of the Teammate, their email address, their first and last names, along with the feature that they requested access to.

To grant that Teammate access to the feature, click Approve.

If you do not want to grant them access, click Deny.

For a complete list of permissions or scopes available to a Teammate, see Teammate Permissions.

API Keys are used to authenticate API calls. Just as a Teammate can be given specific permissions, API keys can be assigned specific permissions to restrict which API calls they can authenticate.

• API Reference
• Glossary
• Blog Post: Introducing Our New Teammates Feature