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Organizations: Managing Teams and Content
Organizations: Managing Teams and Content

Autobound Organizations guide explains team management, user roles, and content coordination using the Content Hub for consistent sales messaging.

Joyce Frias avatar
Written by Joyce Frias
Updated over 2 months ago

Overview

Autobound's organizations structure allows teams to streamline content personalization and management. This guide will explain how to invite team members, outline different user roles, and provide best practices for utilizing the Content Hub within your organization.

Inviting Team Members

To add new users to your Autobound organization:

  1. Go to Settings

  2. Navigate to Users

  3. Click on New User

  4. Type in the user(s) emails separated by a comma.

  5. Press enter on your keyboard

  6. Set their role(s)

  7. Send the invite

  8. The user will then receive an invite in their email, or if they already have an account, they can go to the “home” page and click accept the invitation.

User Roles

Autobound offers three user roles, each with specific responsibilities and permissions:

1. Admins

  • Responsibilities:

    • Manage organization's Default and Persona-specific value propositions

    • Oversee billing

  • Role: Curate and oversee organization-wide content strategies, ensuring alignment with company goals

2. Managers

  • Responsibilities:

    • Manage organization's Default and Persona-specific value propositions

  • Role: Ensure sales messaging aligns with organizational goals and strategies

3. Members

  • Responsibilities:

    • Manage sales assets

    • Control insights

    • Customize writing styles

  • Role: Tailor messaging to individual sales approaches without affecting team-wide content

Content Hub

The Content Hub is a crucial asset within organizations, allowing for team-wide content strategies. Benefits include:

  • Ensuring consistent, high-quality messaging across the team

  • Tailoring messaging to specific buyer personas and their needs

  • Enhancing the effectiveness of sales communications

Managers and Admins can access and manage the Content Hub to maintain organizational alignment in messaging.

Best Practices

Your team should invest heavily in perfecting your Value Propositions and building out your team Content Hub before allowing users to build Personal Value Props. This ensures everyone is aligned with your core value propositions.

For further assistance, check out our other knowledge base articles or contact our support team.

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