Your team and every client’s team, each person with the access their job needs, under your name.
Your clients invite their own staff as admins, editors or viewers, and decide whether an editor’s campaign needs an admin’s yes before it sends. Your own team signs in to your dashboard as owners or members. There is no cap on clients, and your clients see your name on it, never ours.
Tom roasts on Tuesdays. Ana writes the emails. Nothing reaches his customers until Tom says so.
One client’s team, and your own, on a sample workspace.
Tom Reyes roasts coffee in Collingwood and sells it to home brewers across Melbourne. Your agency runs his email, and this month he wants his people in his account: Ana, who writes his newsletters, and Ben, his business partner, who wants to see the numbers. Tom opens Account at your portal and goes to Team.
Three people, three roles
Tom invites Ana as an editor. She builds and sends campaigns and uploads lists, with no exports, no billing and no say over the team. He invites Ben as a viewer, who reads the reports and changes nothing. Tom stays an admin, with full access to billing, the team, exports and domains. Ben’s invite shows as Pending until he accepts it, and Tom sends it again with one press.
Nothing sends without Tom
Ritual’s list is its customers, and Tom wants to see every campaign before it goes. He turns on Require send approval. Ana builds the Tuesday roast email and submits it, and it waits for Tom. He reads it between batches, approves it, and it sends. As an admin, his own campaigns go straight out.
The addresses stay with the admin
Ana and Ben work with Ritual’s lists and reports without seeing the addresses in them: for editors and viewers, every address is masked. Exports are the admin’s alone, so the customer list leaves the account only when Tom takes it.
Ana writes, Ben reads the numbers, and Tom approves what goes to his customers. Each signs in with their own login.
Your own team, at your dashboard
Your agency has a team too. Claire, who owns it, invites Sam to your dashboard as a member. Owners also manage billing and the team, and only an owner invites someone or changes a role. The last owner can’t be made a member, so the agency always has one. When someone leaves, removing them takes their access at once.
That is one client’s team, and your own. Every client you bring can bring their team the same way, and there is no cap on how many clients.
Three films: who can do what, a client’s team, and your own.
Each is the real platform, on a sample workspace.
One client’s team: who can send, who can only look, and who is still to accept.
This is the account screen your client uses, at your domain, under your logo.
- Admins have full access: billing, the team, exports and domains.
- Editors build and send campaigns and upload lists, with no exports, billing or team.
- Viewers read the reports.
- An invite shows as pending until it is accepted, and can be sent again.
- With send approval on, an editor’s campaign waits for an admin before it sends.
Illustration · Ritual Coffee Roasters’ team: an admin, an editor who builds and sends, and a viewer still to accept the invite, with send approval switched on.
Admins, editors and viewers, in every client’s account.
Admins have full access, including billing, the team, exports and domains. Editors build and send campaigns and upload lists. Viewers read the reports.
With send approval on, an editor’s campaign waits for an admin before it sends.
- Three roles in each client’s account
- Exports kept to admins
- Send approval when it’s wanted
Invite someone, choose their role, and they sign in.
From Account, invite a team member with their email, a name and a role. The invite shows as pending until they accept it, and can be sent again.
Change anyone’s role, or remove them, from the same list.
- Invite by email
- Pending until accepted
- Roles changed in one place
Owners and members, at your dashboard.
Invite your staff to your dashboard as owners or members. Owners also manage billing and the team.
Remove someone and they lose access at once. Change your own password from the same screen.
- Owners and members
- Billing kept to owners
- Access removed at once
Team tools your clients would otherwise pay six places for, unlimited, under your name.
Each line is in the one plan, for every client you bring. On the right, the kind of tool a business usually pays for to get the same job done.
| In SendTo | Instead of |
|---|---|
| Unlimited client accounts, each with its own team | A login per tool, per client |
| Admin, editor and viewer roles in every account | An enterprise plan for roles |
| Send approval before an editor’s campaign goes | An approval workflow tool |
| Addresses masked for editors and viewers | A data protection add-on |
| Owners and members for your own team | A seat for each person |
| Your name and logo on every screen your client sees | A custom build |
| Unlimited clients | One flat fee |
What you might be thinking, answered straight.
“What if my client’s staff send something they shouldn’t?”
Turn on send approval, and an editor’s campaign waits for an admin to approve it. Admins send as usual.
“I don’t want staff exporting the customer list.”
Exports belong to admins. Editors and viewers work with the lists without seeing the addresses in them.
“My client’s business partner only wants the numbers.”
Make them a viewer. They read the reports and change nothing.
“What happens when someone leaves?”
Remove them from the team. On your own dashboard they lose access at once, and their login is no longer linked to your team.
“Is there a catch in “unlimited”?”
No cap on clients, and every client can bring their team. Sending and AI writing are usage, which your clients buy at the rate you set.
“I want to see it before I decide.”
Open the account: no card, and a sample workspace is ready when you confirm your email. Invite a teammate and see what each role can do.
Team and roles, answered
What roles can a client’s team have?
Admin, with full access, including billing, the team, exports and domains. Editor, who builds and sends campaigns and uploads lists, with no exports, billing or team. Viewer, who reads the reports.
What is send approval?
An account setting. When it is on, editors submit their campaigns for an account admin to approve before they send. Admins are unaffected.
Can editors see the addresses on a list?
No. For editors and viewers, addresses are masked, and only admins export.
How does a client invite someone?
From Account, under Team: their email, a name if they like, and a role. The invite shows as pending until it is accepted, and can be sent again.
Can a role be changed later?
Yes. An admin changes anyone’s role from the team list, or removes them.
What roles does my own team have?
Owner or member. Owners also manage billing and the team, and only an owner can invite someone or change a role.
Can the last owner be made a member?
No. Your agency always keeps at least one owner.
What happens when I remove someone from my team?
They lose access to your partner account at once. Their login stays, no longer linked to your team.
Can my team change their passwords?
Yes, from Team & Security, with at least 8 characters.
Is there a limit?
No cap on clients, and each client can bring their team. Sending and AI writing are usage, which your clients buy at the rate you set.
Do my clients ever see the SendTo name?
No. Your clients and their staff sign in at your portal, on your domain, under your logo.
Do I need a card to try it?
No. Create your account and a sample workspace is ready when you confirm your email. Sending switches on when you activate.
Team and roles, and everything else in the hub, unlimited. One plan. One flat fee.
Every client you bring can bring their own team, with each person’s access set by their job and nothing sent without the right yes, under your name, with no cap on how many clients. Open your account free and look around a sample workspace.
No contract · Cancel any time · Explore everything before you pay