As a member-level user in a multi-seat VipeCloud account, your experience is similar to an admin’s, but there are a few key differences—especially when it comes to shared content. This guide walks you through how to navigate your account efficiently and collaborate with your team.
What You’ll Learn:
🔹 Teams & Sharing: How admins share content with individuals vs. teams
🔹 Templates: Using shared templates, copying them for personal use, and understanding admin-managed content
🔹 Contacts: What’s yours vs. what’s shared, and how filter views work
🔹 Merge Tags: Ensuring your personal details (like name and title) are correctly displayed in shared templates
🔹 Settings & Signature: Where to update your personal details for templates and emails