If you're on Meet Alfred's Teams plan, you can manage multiple LinkedIn accounts from one central dashboard—without needing to log in and out of each account.
This feature is perfect for agencies or businesses running campaigns for multiple clients or team members.
To access your team, simply navigate to 'Team' > 'Members'.
Understanding Team Roles
There are three distinct roles to choose from when managing your team:
Owner: The owner has full control over the Meet Alfred account. This includes access to the billing page to purchase or remove seats, edit plans, update company information, and make changes to the billing cycle and information.
A team can have multiple accounts with assigned Owner roles.
Admin: The admin has access to team management features, which allow them to impersonate accounts. Admins cannot modify the number of seats, assign roles, or access the billing page.
A team can have multiple accounts with assigned Admin roles.Member: Members have access to all features included in the plan for which the team is signed up. However, they do not have access to team features/settings, advanced settings, or the billing page.
A team can have multiple accounts with assigned Member roles.
Owner - Can impersonate all accounts in a teamAdmin - Can impersonate accounts except for Owner
📖 You can learn more about how Groups work by visiting this help article: Create and Assign Groups Within Your Team
Creating or Assigning Accounts / Setas / Users
As a user with the "Owner" role within a Team, you have the flexibility to assign seats or invite new users.
Before you begin, make sure you have enough seats available to create or assign accounts. If you need to add more seats, you can do so by clicking on 'Change Number of Seats' or heading to your billing page.
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 Member'
For New MeetAlfred Users:
If the user is entirely new to MeetAlfred, this action will trigger an email to the provided address. Inside the email, they will find a link that grants access to set up their new Meet Alfred account.
For Existing MeetAlfred Users:
If the invited user already has a MeetAlfred account, they will see a pop-up notification within their Meet Alfred 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.
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 Meet Alfred 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.
You can easily remove an account/ team member by clicking on the 'Delete' option.
If you have any questions, don't hesitate to contact our customer support team available 24/7, or email us at [email protected]. We're always happy to help! 😊