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.
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.
Owners can admins can easily manage their team and invite new free and Unlimited users from this area.
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.
Credit Management and Invites:
Manage your credits and invite users to get bonus credits
Manage your credits cards on file as well as download invoices for billing in this area.
Manage all of your connected app and get updates on new integrations and connections with Seamless.AI
Billing - Invoice / Receipts
Invoices can be accessed for your user account at the link here: Billing - Invoice / Receipts
Step 1: Click on settings
Step 2: Click on Billing
Step 3: Click on the receipt that you would like to download
Change / Update your Password:
Step 1: Click on your options tab, in the top right corner.
Step 2: Choose Settings, in the options menu
Step 3: Click Account in the options menu on the left. Scroll down and fill out the Change Password form (Old Password, New Password, Confirm New Password).