Managing Account Owners and Permissions
As your team grows, managing who can access specific parts of your Postmark account becomes critical for both security and operational efficiency. Postmark provides a robust permission system that allows you to invite team members and restrict their access based on their roles, ensuring that developers, billing managers, and marketers only see what they need.
Understanding User Roles
Postmark offers four distinct roles. When you invite a new user, you can choose the role that best fits their responsibilities:
Account Owner: The primary user who has full control over the account, including the ability to delete the account, transfer ownership, and manage all billing details. There is only one Owner per account.
Admin: Admins have nearly the same permissions as the Owner. They can create servers, manage all API tokens, and add or remove other users (except the Owner).
Technical: This role is designed for developers. Technical users can manage servers, message streams, and templates, but they cannot see billing information, invoices, or manage other users.
Billing: Ideal for accounting departments. Billing users can access invoices, update credit card details, and change the billing plan, but they cannot see or edit email servers or API settings.
How to Invite New Users
Adding a teammate to your account is straightforward and can be done by any Admin or the Account Owner.
Log in to Postmark and click on Account in the top navigation.
Select the Users tab.
Click the Invite user button.
Enter the userās name and email address, and select their Role.
If you want to limit their access to specific servers, you can select them from the Server Access list (this is particularly useful for Technical roles).
Click Send invitation.
The user will receive an email with a link to create their own password and join the account.
Transferring Account Ownership
There are times when the person who originally set up the account moves to a different role or leaves the company. In these cases, you should transfer the "Owner" status to a new person.
Important: Only the current Account Owner can perform this transfer.
Ensure the person you want to make the new owner is already an Admin on the account.
Go to Account > Users.
Locate the person in the user list and click the Make Owner button next to their name.
Confirm the change.
Once confirmed, your role will be downgraded to an Admin, and the other person will have full legal and administrative control of the account.
Best Practices for Security
To keep your account secure, we recommend following these principles:
Principle of Least Privilege: Don't make everyone an Admin. If a colleague only needs to view reports, a Technical role with access to only the relevant servers is safer.
Regular Audits: Every few months, review your Users list and remove anyone who no longer requires access (such as former employees or contractors).
Use Individual Logins: Avoid sharing a single "Admin" login across your team. Creating individual accounts creates a clear audit log of who made changes to servers or templates.
If you have lost access to your account because the current owner has left the company without transferring ownership, please reach out to our support team for assistance with the recovery process. https://postmarkapp.com/contact