Inviting Users

Prerequisites

To invite users, you must be part of an Organization. You can't invite users via your personal workspace. To ensure you're in your organization, click on your initials in the very bottom lefthand corner of your screen.

Step 1: Go to Settings

Step 2: Beneath Organizations, select Invites or Users

Step 3: Select invite users in the top right corner of the screen

Step 4: Add the user by email address and select their permission

This will trigger an automated email to be sent to your new users, with instructions on activating their account.

Permissions

There are 3 types of user permissions: Owners, Admins, and Members

Owners

The creators of the organization. Usually the admin who initially sets up the account. They can:

  • Add and delete users

  • Customize the Salesforce integration

  • Edit user permissions

  • Create, delete, and modify insights

  • Create, delete, and modify personas

  • Create, delete, and modify snippets

  • Create, delete, and modify contact suggestion rules

  • Send, modify, or reject Autobound’s suggested campaigns

Admins

Essentially the same permissions as an Owner, but can’t delete users. They can:

  • Add users

  • Customize the Salesforce integration

  • Edit user permissions

  • Create, delete, and modify insights

  • Create, delete, and modify personas

  • Create, delete, and modify snippets

  • Create, delete, and modify contact suggestion rules

  • Send, modify, or reject Autobound’s suggested campaigns

Members

Can't create or modify elements. Users are usually invited in as Members, and are “promoted” to Admins once they fully grasp the concepts of how Autobound works (and thus are trusted to begin creating new content, insights, and personas). They can:

  • View the the Salesforce integration

  • View user permissions

  • View insights

  • View personas

  • View snippets

  • View contact suggestion rules

  • Send, modify, or reject Autobound’s suggested campaigns

Teams

Admins can create multiple teams, when they want to have multiple groups of sellers (with different Salesforce import settings) in the same org. This is often the case for orgs which have BDRs and AEs with different ownership rules to contacts, leads and accounts. Get in touch with your Autobound support representative to set this feature up.

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