This tool allows you not only to distribute pricing plan credits among team members, monitor the implementation of the "Checklists", receive letters with reports, and control their work depending on the date, module and actions.
To set up team management you need:
Step # 1
The administrator connects the participants to the team. To do this, go to the "Team Management" tab and click the "Create Team" button:
When you click the button, a settings window will appear with two parameters:
- A team creation — adding members.
- Separation of credits between team members using the "General credits" method.
* Only unregistered users, as well as users of a free plan, can become members of subsidiary accounts. Users of paid plans cannot be invited to your team.
Step # 2
Users confirm their Multi-User participation. After you invite participants to the team (enter their email in the appropriate field), they will receive a confirmation email. Unverified accounts will not be connected to the project.
Users of the free plan will receive an email only with a link, clicking on, which will activate the subsidiary account. Whereas unregistered users will receive a login and password to their account.
The administrator monitors spending credits and project management. In the "Team Management" section, you will see a table with the distribution and spending of your team's credits in various modules of our service: the number after "/" — how many credits are available, the number before "/" — how many credits have been used.
The credits of a user who hasn’t confirmed Multi-user participation is not displayed, unlike the credits of a confirmed participant. You can delete, deactivate, change the name, and edit its data in the future.
Team members take over. The subsidiary user can create projects and conduct data analysis within projects: tracking, audit, search analytics, etc. The credits are controlled by the administrator's credits. His profile is laconic: only the minimum settings, the latest report, and information about the spent credits.