How to Create a Company on Mailform

Edited

How to Create a Company on Mailform

Mailform makes it easy for teams to manage and send mail efficiently. Follow the steps below to create a team on Mailform:

Step 1: Access the Company Page

To begin, navigate to the Mailform Company Page by clicking here or typing the URL: https://www.mailform.io/webapp/company.html into your browser.

Step 2: Log in to Your Mailform Account

You will be prompted to log in if you haven’t done so already. Enter your email and password to access your Mailform account. If you don’t have an account yet, click "Sign Up" and follow the instructions to create one.

Step 3: Create a New Team

Once logged in, you’ll see an option to Create a New Team on the Company Page. Here’s how to proceed:

  • Click the "Create A Company" button.

  • In the pop-up window, enter the name of your Company

  • Ensure to click “Request” button to finalize your team setup.

Step 4: Invite Team Members

After creating your team, you can invite team members to join manually

  • Click "Invite Members" in the team dashboard.

  • Enter the email addresses of the people you want to invite.

  • You can also assign roles to each member (e.g., Admin, Member), depending on their level of access.

  • Click "Send Invitations" to notify your team members via email.

If you have SSO set up - user accounts will be created when they login at https://www.mailform.io/sso-login

Step 5: Read more about how to manage teams <here>