MeetAlfred's team management feature simplifies handling multiple accounts, ensuring a smooth workflow without the hassle of constant logins and logouts.
This exclusive capability is available for our Teams plans.
To access your team, simply navigate to 'Settings' > 'Team > Members'.
Understanding Team Roles
There are three distinct roles to choose from when managing your team:
Owner: The owner has full control over the MeetAlfred account. This includes access to the billing page to purchase or remove seats, edit plans, update company information, and make changes to the billing cycle and information.
A team can have multiple accounts with assigned Owner roles.
Admin: The admin has access to team management features, which allow them to impersonate accounts. Admins cannot modify the number of seats, assign roles, or access the billing page.
A team can have multiple accounts with assigned Admin roles.Member: Members have access to all features included in the plan for which the team is signed up. However, they do not have access to team features/settings, advanced settings, or the billing page.
A team can have multiple accounts with assigned Member roles.
📖 You can learn more about how Groups work by visiting this help article: Create and Assign Groups Within Your Team
Creating or Assigning Accounts / Setas / Users
As a user with the "Owner" role within a Team, you have the flexibility to assign seats or invite new users effortlessly.
Before you begin, make sure you have enough seats available to create or assign accounts. If you need to add more seats, you can do so by clicking on 'Change Number of Seats' or heading to your billing page.
On the Team > Members page, you can find two simple methods for creating or assigning accounts.
Method 1: Traditional Account Creation
Enter the first and last name of the user, provide their email address, and assign a role
Click on 'Invite'
For New MeetAlfred Users:
If the user is entirely new to MeetAlfred, this action will trigger an email sent to the provided address. Inside the email, they will find a link that grants access to set up their new MeetAlfred account.
For Existing MeetAlfred Users:
If the invited user already has a MeetAlfred account, they will receive a pop-up notification within their MeetAlfred account. This notification informs them about the invitation to join the Owner's team and allows them to migrate existing campaigns and templates over to the new team.
Once this setup is completed, invited users can start creating campaigns seamlessly.
Method 2: Account Creation Without Email
Account Owners can also create a new account or assign a seat by selecting the checkbox "Creating a User Without Email."
This type of account is particularly useful for agencies or teams managing accounts on behalf of clients or users who don't need access or awareness of the team's MeetAlfred usage.
When this account is created, no MeetAlfred credentials or email notifications are required.
Owners or Admins can manage or impersonate this account directly from the Team feature or using the profile switcher.
You can easily remove an account/ team member by clicking on the 'X' next to the account.
Impersonating Accounts
To impersonate an account, simply navigate to the profile bar at the top of your screen and select the account you wish to impersonate.
You can also elect the desired account from the Team or Team Stats pages by clicking on the 'Manage User' button found next to each account.
By impersonating an account on MeetAlfred, you can perform actions such as setting up integrations, creating campaigns, managing replies, viewing the inbox, and replying to leads using different LinkedIn profiles. In other words, you can effectively operate someone else's LinkedIn account within your own MeetAlfred account.
If you have any questions, don't hesitate to contact our customer support team available 24/7 using the chat bubble on your screen, or email us at [email protected]. We're always happy to help! 😊