MeetAlfred's team management feature simplifies handling multiple accounts, ensuring a smooth workflow without the hassle of constant logins and logouts.
This exclusive capability is available for our Teams plans.
As an Account Owner, you have the flexibility to assign seats or invite new users effortlessly. To add new team members, start by adding more seats.
Navigate to 'Settings' > 'Team' and click on 'Change number of users'
You can also access this option through the Billing page or by clicking on 'Settings'> 'Billing' and clicking on 'Edit Plan'
Select the number of seats you'd like to add to your account and save the changes.
Assigning Accounts / Setas / Users
On the Team > Members page, you can find two simple methods for creating or assigning accounts.
Method 1: Traditional Account Creation
Enter the first and last name of the user, provide their email address, and assign a role
Click on 'Invite'
For New MeetAlfred Users:
If the user is entirely new to MeetAlfred, this action will trigger an email sent to the provided address. Inside the email, they will find a link that grants access to set up their new MeetAlfred account.
For Existing MeetAlfred Users:
If the invited user already has a MeetAlfred account, they will receive a pop-up notification within their MeetAlfred account. This notification informs them about the invitation to join the Owner's team and allows them to migrate existing campaigns and templates over to the new team.
Once this setup is completed, invited users can start creating campaigns seamlessly.
Method 2: Account Creation Without Email
Account Owners can also create a new account or assign a seat by selecting the checkbox "Creating a User Without Email."
This type of account is particularly useful for agencies or teams managing accounts on behalf of clients or users who don't need access or awareness of the team's MeetAlfred usage.
When this account is created, no MeetAlfred credentials or email notifications are required.
Owners or Admins can manage or impersonate this account directly from the Team feature or using the profile switcher.
If you have any questions, don't hesitate to contact our customer support team available 24/7 using the chat bubble on your screen, or email us at [email protected]. We're always happy to help! 😊