Company Admin Quick Start Guide

Welcome! As a Company Admin, you have the highest level of access across your organization. You’ll manage multiple organizations and monitor performance across dashboards. 

Here’s how to get started:

🔗 How to set your Letterhead Password

What You Can Access:

• Company Dashboard: Cross-organization performance — audience growth, opens, clicks, and bounces rolled up from every channel under your company.
• All Channels: Drop in on any channel across any organization without switching workspaces.
• Agents: Configure and manage AI agents at the company level.
• Audience: View and manage subscribers across every channel in every organization.
• Groups: Create and manage channel groups for shared content, audience policies, and reporting.
• Newsletters: Full access to create, automate, and curate across every channel.
• Templates: Create and edit company-wide templates that any channel can use.
• Curations: Add articles via RSS Feeds, Browser Extension, or API — at company scale.
• Automations: Set up recurring sends across organizations.
• Promotions: Launch promotions that run across multiple channels and organizations.
• System Monitor: Watch automation and delivery health across the entire company.
• Reports: Custom reports rolled up across every organization and channel.
• Settings: ESP integrations, sending domains, webhooks, API keys, and company-wide branding.
• All Organization, Channel, and Content Contributor level tools.

What You Can’t Access:

• You have full access across the platform.

Get Started:

1. Open your Company Dashboard to see how every channel under your company is performing in one view.
2. Configure Settings → Integrations so every organization can send through your chosen ESP (Letterhead, Mailchimp, Constant Contact, etc.). The ESP API key lives here — if it's invalid or expired, scheduling will fail for every channel until it's fixed.
3. Review and configure Sending Domains in Settings to make sure email authentication is set up for every domain your channels send from.
4. Add or update team members. Today, team membership is managed inside each organization — go into the organization under Organizations → [organization name] → Settings → Teams to invite Organization Admins, Channel Admins, and Content Contributors. Company-level team management is rolling out in a future update.
5. Generate insights in Reports — Company Admin reports can be scoped to any subset of organizations or channels, so this is where you'll spot trends that aren't visible inside any single org.
6. Open System Monitor to confirm automations and scheduled sends across every channel are running cleanly.
7. In Company Newsletters > Templates, create or edit a template and assign it to the appropriate organizations and channels

Recommended Videos and Articles:

• 🔠 Letterhead Glossary

• Company Level Features: 

  • 📃 Company Templates
  • 📃 Company-Wide Promotions
  • 📃 Company Level Automations Errors Table
• 📽️ Channel Branding
• 📽️ How to add your domain for your brand or per newsletter
• 📽️ Managing team members: adding and assigning roles/channels 
• 📽️ Overview of The Organization Dashboard
  • 📃 Organization Dashboard

• 📽️ Importing audience via CSV (with tags) 
  • 📃 Importing Subscribers
• 📽️ Creating a newsletter 
  • 📃 Create and Schedule a Newsletter
• 📽️ Scheduling a newsletter wth automations 

• • 📃 Automations for Welcome Letters and Recurring Newsletters

• 📽️ Creating tags and segments 
  • 📃 How Tags and Segments Work
• 📃 Exporting Reports

Need Help? If you have questions or need assistance, please contact our support team at support@tryletterhead.com or log a support ticket through the Help Center.