How to Add Developers in SendGrid

This guide provides detailed steps on how to add developers, manage permissions, and ensure the proper setup, specifically focusing on assigning the admin role.

1. Understanding Teammates in SendGrid

Teammates allows multiple users to share one account with varying access to SendGrid features based on their roles. This feature is essential for organizations that need to limit access to sensitive areas while allowing collaboration.

Plans and Teammate Limits

• Free and Essentials Plans: Allow for adding one teammate per account without Single Sign-On (SSO).
• Pro and Premier Plans: Allow for up to 1,000 teammates with SSO and additional features.

2. Adding a Teammate with Admin Role

For Free and Essentials Plans

1. Navigate to Settings: Log into your SendGrid account, go to the Settings menu, and select Teammates.
2. Add Teammate: Click on Add Teammate.
3. Enter Details: Provide the teammate’s email address and select the Admin permission level.
4. Invite: Click Invite. The invitation will appear under the Invited list. Note that invitations are valid for 7 days.

For Pro and Premier Plans

1. Navigate to Settings: Log into your SendGrid account, go to the Settings menu, and select Teammates.
2. Add Teammate:
   • For a password-based teammate: Click Add Teammate > Add password Teammate.
   • For an SSO-based teammate: Click Add Teammate > Add SSO Teammate.
3. Enter Details: Provide the required details (email, first name, last name, permission level).
4. Assign Admin Role: Select the Admin permission level and click Invite. The invitation will appear under the Invited list.

3. Configuring Permissions

SendGrid offers three permission levels, but for this guide, we are focusing on the Admin role:

• Admin: Full access to view and make changes.
• Read-only Access: Can view but cannot make changes.
• Restricted Access: Access only to specific features as defined.

Modifying Permissions

1. Navigate to Teammates: Go to Settings > Teammates.
2. Edit Permissions: Click the action menu next to the teammate and select Edit.
3. Update to Admin Role: Ensure the Admin permission level is selected and click Update.

4. Removing a Teammate

1. Navigate to Teammates: Go to Settings > Teammates.
2. Delete Teammate: Click the action menu next to the teammate and select Delete.

5. Important Considerations

• Pending Invitations: Teammate invitations expire after 7 days. You can resend or delete invitations before they expire.
• Managing API Keys: Assign specific permissions to API keys for authenticating API calls. Note that a teammate cannot change their own permissions via API key.

For more detailed information, you can refer to the SendGrid Teammates Documentation.