Overview

This article explains how subscriptions, payment methods, and leads management work within your company account, detailing what team members can and cannot access. It also outlines the process of creating and managing a company account based on our platform's interface.

Setting Up Your Company Account

1. Creating a Company:
   • Navigate to your profile on the upper right side of the dashboard.
   • Click "Create company" to initiate the setup.
2. Entering Company Details:
   • Enter your company’s name and upload the company profile image (maximum size 2MB).
   • Click "Save" to confirm and create your company profile.
3. Inviting Team Members:
   • Go to your company dashboard.
   • Click on "Invite team member."
   • Provide the team member's email, select their role, and send the invitation after agreeing to the User Agreement.
4. Adding a Shared Payment Method:
   • Navigate to "Payment Details" and add a company credit card.
   • Enter card details and save. This card can be used by invited team members to purchase leads.

Subscription Access

• Individual Subscriptions: Subscriptions purchased by a user are strictly individual. Only the purchasing user will have access to the subscription benefits. Subscriptions cannot be shared or transferred between different users within a company.

Company Payment Method

• Shared Payment Method: The admin or account owner can add a company credit card, enabling invited team members to purchase leads using this card.

Lead Visibility

• Leads Visibility for Team Members: When a team member joins the company, they will be able to view and manage the leads purchased by themselves and other team members after their joining date.
• Historical Leads: Leads purchased prior to a member joining the company will not be visible to the new member.
• Collaborative Lead Management: Leads purchased after a team member joins are accessible by all current company members, enabling effective collaboration and lead management within the team.

Notifications

• Individual Notifications: Notifications are user-specific and not shareable. Each team member will receive notifications relevant only to their activities and purchases.

Account Balance

• Account Balance Management: The account balance is individual to each user and cannot be shared or transferred between users. Each team member maintains a separate balance for managing their lead purchasing activities.

For additional questions, please contact support directly.