Overview

With Team Management, you will be able to manage the users under your subdomain. You will be also able to create your own subdomains and manage payments as well. You will be able to invite team members via email, manage user's permissions.

How to create a subdomain

1. Click on settings > User settings and click the Create a Team button

   

2. A window will be shown requiring some information. Please enter Subdomain Name, Client Type, and Region

   

   3. Information will be displayed explaining what happens next. This is sensitive information that must be read before clicking the create button.

   4. Click on Create a Team

   5. Once you have clicked the create a team button, you will be redirected to your subdomain, where your account is registered as an admin.

   6. Log in using the same log in email and password

   7. Note that now you have an admin menu, where you can see all your accounts and manage your team under the section called Accounts.

      

   How to add someone to your team

   There are two ways to invite someone to your team. You can invite them via email or you can add them directly

   Adding members via email

   1. Click on the accounts tab under the admin panel

   2. Click Invite Team Member

   3. A window will be shown and you will be prompted to add the email
      ​NOTE: you can send and invite to more than one member at a time. Simply place all the emails you wish to send an invite to, and make sure to separate them by commas. Example: support@dotsimple.io, support1@dotsimple.io, support2@dotsimple.io

   4. Click Send Invite

   5. The person will receive an invite on their inbox, and the registration link will take them directly to the subdomain you have created before.

   Adding members by adding their profile

   1. Go to settings

   2. Click LinkedIn account settings

   3. Click Add LinkedIn account

   4. A window will be shown stating you will be charged for the slot

   5. Click Add and the slot will be available for you to use

      
      ​NOTE: All new accounts added will be charged accordingly to the admin card

   Subscriptions tab

   In the subscriptions tab, you will be able to manage your team's subscriptions, you can change payment methods and check invoices of your your team.

   You can check all your user's subscriptions and manage them. You can cancel or reactivate. To cancel or reactivate a subscription, simply click the actions button at the right side of the subscription, and click cancel or renew.

   
   

   To access the subscriptions tab

   1. Click on settings

   2. Click on subscriptions settings
      ​
      ​

   Managers

   You, as an admin, can assign several LinkedIn profiles to managers. Those managers will only be able to see the accounts you assign to them.

   How to add a manager and assign accounts

   First, we need to create the manager. Once the manager is created, then we assign the accounts.

   1. Click on Team Management tab under the admin menu

   2. Click Add Manager
      ​NOTE: in order to add a manager, the account must be created first. To create it, you can send an invite following the How to invite someone to your team section of this article.

   3. Once you click on the Add Manager button, a window will be displayed and all the emails will be displayed as well. Look for the email you would like to add as a manager, and click ADD

      

      Once the manager has been created, then we proceed to add the accounts

      1. Click on the accounts button in the admin panel

      2. Select the accounts you would like to assign to the manager

      3. Once the accounts are selected, click the actions button and then click on the assign to manager button.

      

      
      ​

   4. A window will be displayed, and you will be prompted to select the manager you want to add the accounts to.

   5. Select the manager to assign the accounts to, click Assign, and click confirm.

      

   NOTE: you can assign one account to different managers.
   ​TIP: To check if the account has the correct manager, go to the accounts tab, and hover over the managers column number, the email of the manager will be displayed.