Company Admin Quick Start Guide
Edit in CMSWelcome! 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:
Getting in the first time. When you’re added to a team, Letterhead emails you — from [email protected] — with the subject “You were added to the [team name] team on Letterhead.” Open it and click Log in to Letterhead. The first time, that button takes you to a page to set your password; once it’s set, you’re signed straight in. After that, sign in anytime at your Letterhead URL with your email and password.
Make sure to add ‘[email protected]’ to your contacts, so your invitation and login emails don’t get filtered.
🔗 How to set your Letterhead Password
What You Can Access:
Section titled “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.
- Teams: Invite team members, assign roles, and control what everyone can access across every organization and channel — all from Settings → Teams.
- Settings: ESP integrations, sending domains, webhooks, API keys, MCP connections, Pages, company-wide branding, and company-level Teams.
- All Organization, Channel, and Content Contributor level tools.
Note: Company Admins have all the permissions of Organization Admins, Channel Admins, and Content Contributors — plus exclusive access to company-wide settings, integrations, and cross-organization dashboards. When you invite people in Settings → Teams, you can assign more than the classic three roles: alongside Organization Admin, Channel Admin, and Content Contributor, you can now grant specialized roles such as Content Manager, Sales Manager, Data Analyst, and (at the organization level) Billing Administrator, scoped to the organizations and channels each person needs.
✅ Permissions Hierarchy:
- Company Admin (full platform access)
↳ includes Org Admin
↳ includes Channel Admin
↳ includes Content Contributor
Specialized roles (Content Manager, Sales Manager, Data Analyst, Billing Administrator) sit alongside this hierarchy — assign them when someone needs a focused slice of access rather than a full admin role.
What You Can’t Access:
Section titled “What You Can’t Access:”- You have full access across the platform.
Get Started:
Section titled “Get Started:”- Open your Company Dashboard to see how every channel under your company is performing in one view.
- 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.
- Review and configure Sending Domains in Settings to make sure email authentication is set up for every domain your channels send from.
- Add or update team members from Settings → Teams at the company level — invite people, assign their role (Org Admin, Channel Admin, Content Manager, Content Contributor, Sales Manager, Data Analyst, or Billing Administrator), and choose the organizations and channels they can access, all in one place. You can still manage a single organization’s team from Organizations → [organization name] → Settings → Teams when you only need to work within one org.
- 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.
- Open System Monitor to confirm automations and scheduled sends across every channel are running cleanly.
- In Company Newsletters > Templates, create or edit a template and assign it to the appropriate organizations and channels
Recommended Videos and Articles:
Section titled “Recommended Videos and Articles:”-
Company Level Features:
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📽️ Managing team members: adding and assigning roles/channels
Company-level access is available only on certain Letterhead plans. If your plan includes this feature, you’ll be informed during onboarding.
Still can’t find what you need? Contact support.