If your team operates multiple Upfluence accounts, you can easily share work with team members to improve collaboration. Use one of the two methods below:
Option 1: Set default ownership by Team
Automatically share new work with your team by setting default ownership for new accounts.
New work is visible to all members of the selected team without manual sharing.
Other teams won’t see this work unless explicitly shared.
By default, ownership is set to All Members when a new account is created.
How to change default ownership
Click your profile picture or initials in the bottom-left corner and select "Settings".
Under General Information, choose your Team from the dropdown menu.
Click Update to save your changes.
Note: This setting applies only to new work created after the change. For existing work, manual updates are required (see below 👇).
Option 2: Manually change ownership or visibility
For specific List, Mailing, Stream, or Campaign, use the Share button to control ownership and visibility.
How to share existing work
Click on the icon corresponding to the work you want to share. For example:
Lists: Select the Lists icon.
Campaigns: Select the Campaigns icon.
Find the specific work from the dropdown list, click Share next to the name.
Modify ownership or visibility:
Group: Share with your entire company, a specific team, or keep it private.
People: Select specific coworkers from the dropdown menu.
Click Share to confirm.
Special note for Campaigns: When sharing a Campaign, toggle on "Share access to campaign mailing templates" to give coworkers access to related emails.