Admin
Team SOP: Owner/Manager Monthly Maintenance Checklist
Last Updated: March 6, 2026Run this once per month to keep MyVideo.Email reliable across your org. 1) Account and Billing Health 2) Integration Health 3) User and Role Audit 4) Extension Governance 5) Data and CRM Sync Checks 6) Template and Content QA 7) Deliverability and Performance Review 8) Incident/Support Review 9) Change Log and Ownership Suggested Cadence
New Team Onboarding Checklist (First Week Setup)
Last Updated: March 5, 2026Use this checklist to onboard new users quickly and consistently. Day 1: Account and Access Day 1: Integrations and Permissions Day 2: First Content Day 3: First Send Day 4–5: Production Readiness Manager Sign-Off
Billing FAQ: Upgrade, Downgrade, Cancel, Reactivate
Last Updated: March 5, 2026Answers to common billing questions. How do I upgrade? How do I downgrade? How do I cancel? How do I reactivate after cancellation/inactive status? Why do features disappear after a plan change? Feature access is tied to account tier.If a plan doesn’t include a feature, it becomes unavailable. Who can manage billing? Typically Owner only (or as...
Owner/Manager Guide: Disabling Extension Access
Last Updated: March 5, 2026Owners and Managers can control whether users in the organization can use the Chrome extension. Why Disable Extension Access How to Disable/Enable What Users Experience When Disabled Best Practice Notify your team before toggling access so they know expected behavior and timing.
User Management: Invite, Roles, Remove Users
Last Updated: March 5, 2026Use this guide to manage your team’s access in MyVideo.Email. Invite a User What Happens Next Assign/Change Roles Use least-privilege access: only grant Manager where needed. Remove a User Note Deleting a user removes app access in MyVideo.Email.It does not delete their CRM contact record. Common Access Issues
Account Roles, Tiers, and Permissions
Last Updated: March 5, 2026This guide explains who can do what in MyVideo.Email and how account tier affects feature access. Roles Overview Each user in an organization has a role: Role controls what actions a person can perform.Tier controls which features are available to the organization. Owner Permissions Owners typically have full control, including: Manager Permissions Managers can usually:...
Managing Your Account: Upgrades, Downgrades, and Users
Last Updated: March 5, 2026This guide explains how to manage your MyVideo.Email account, including changing plans and managing team members. Who Can Manage Account Settings Some actions are role-based: Upgrade Your Account Use an upgrade when you need more advanced features or higher limits. What Happens After Upgrade Downgrade Your Account Use downgrade when you want a lower tier....