Seamless.AI allows you to easily and efficiently manage your team and their roles within Seamless.AI.
Easily manage and distribute licenses, manage team roles, and even control CRM settings across your Organization.
Pro-tip: You can also invite users who require Admin status, but don’t need an Unlimited license. For instance, if you want your Salesforce admin to be able to configure your CRM mappings directly, you can set them up with Admin status on a Free account.
User Roles Defined
Owner: Full control of the account - able to change and update billing/payment | access billing and invoices for personal records | ability to change all status levels of team | can add additional licenses | control the unlimited licenses and who they go to | control CRM settings across your Organization | only one to transfer owner status | final decision maker.
Admin: Able to access billing and invoices for personal records | ability to create and remove admin/user status | can add additional licenses | control the unlimited licenses and who they go to.
User: No authority to change or adjust anything on the account.
How to Manage Your Team
Owners can admins can easily manage their team and invite new free and Unlimited users from this area.
1. Login to your Seamless.AI account and access the account menu in the top right corner
2. Select 'User Management'
3. Click 'Invite New Members'
4. Enter the email address you want to invite and select which user level you want to assign to them (If they don't get the invite email, go ahead and have them visit https://www.seamless.ai and create the free account there. Since you sent the invite it would automatically assign them to your organization.)
5. Once they create the account it will appear in your organization and you can click the drop down menu under 'Status' to assign that unlimited license to them.
How to Edit Profile Information
Users can now update their profile with all relevant information, including editing name, username/email, phone and other profile elements. Users can also manage their password in this Profile Management area.
Keywords: Organization, manage organization, add users, user roles