Understanding company and channel workspaces
Edit in CMSLetterhead works at two levels: your company, which is your whole account, and your channels, one for each newsletter. Knowing which level you’re on tells you where to find a setting and who can change it.
Your company workspace
Section titled “Your company workspace”The company workspace is your whole Letterhead account, reached at your own Letterhead address (for example,
yourcompany.app.tryletterhead.com). Only company admins can open it.
This is where you set things up once for every channel:
- Home and Analytics: performance across every channel, and reports you can narrow to any set of channels.
- Audience: your contacts across every channel.
- Resources: company templates any channel can use, your content library, brand kits and image gallery.
- Promotions: promotions that run across several channels.
- System Monitor: the health of automations and sends across the company.
- Settings: your team, billing, sending connections and domains, verified senders, integrations, API keys and signup pages.
- Channels: every channel you have, arranged in groups.
Channel workspaces
Section titled “Channel workspaces”Each channel is one newsletter, with its own workspace. Inside a channel you work on that newsletter alone:
- Campaigns and Automations: write, schedule and send newsletters, and set up recurring sends.
- Audience: the channel’s subscribers, tags and segments.
- Analytics: the channel’s dashboard and reports.
- Resources: the channel’s templates and content library.
- Settings: the newsletter’s details, branding, sender, sending domain, look and feel and archive. See Managing a newsletter’s settings.
Channel admins and content contributors only see the channels they’ve been given, and work entirely in channel workspaces.
Groups
Section titled “Groups”Groups organise your channels, like folders. You might keep each publication’s newsletters in its own group, or put every channel in one. A group holds channels and nothing else you need to manage: settings, audiences and templates live at the company or channel level.
You can see your groups and their channels on the company Channels page and in the switcher at the top of the sidebar. Groups are set up with the Letterhead team when your account is created. To add a group or move a channel to another group, contact support.
Move between workspaces
Section titled “Move between workspaces”The switcher at the top of the sidebar shows where you are: the label above the name says whether you’re in your company Workspace or a channel. Select it to open the list, type to filter, and choose:
- your company name, at the top, to go to the company workspace;
- a channel, listed under its group, to open that channel.
The sidebar changes to match the level you choose.
What to set up where
Section titled “What to set up where”| Set up at the company level | Set up in each channel |
|---|---|
| Your team and their roles | The newsletter’s name, logo and branding |
| Sending connection, sending domains and verified senders | Which verified sender the newsletter uses by default |
| Company templates, brand kits and images | The channel’s own templates and stories |
| Company-wide promotions | The channel’s subscribers, tags and segments |
| Billing, integrations and API keys | The channel’s integrations and archive |
New to the vocabulary? Keep the Letterhead glossary handy.
Related
Section titled “Related”Still can’t find what you need? Contact support.