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.