Our Sub Accounts and Team Members features allow you to create and administer multiple sub accounts each with their own campaign. Additionally we support multiple roles for your team members: "Admin" or "Member". The "admin" role has access to all sub accounts whereas the team mebers with the "member" role must be assigned to a sub account in order to see conversations that belong to the account. Additionally, team members can be assigned as a "Manager" for a sub account which will allow them to make changes to settings and configurations as needed for that specific sub account.
Getting Started - How to Create a Sub Accounts
Go to the Settings section in your dashboard and select the tab for Sub Account
Click on the "Create Sub Account Button"
Next a pop up will be displayed where you'll be prompted to Name your Sub account and make a few decisions
Once you've Created the Sub Account, you can assign Team Members to the Sub account by clicking on the "Manage team members" icon in the actions column
From here You can search for the Team Member you wish to assign as a Member or Manager of the Sub account
Note: Team members with the "Admin" role will not be displayed, as they will have access by default
Clicking on Either of the Icons will assign All shown Team Members as either a Member or a Manager of the sub account.
Once you're happy with the assignment for your sub account simply click the "Save" button, and your team members will have access to the all conversations in the sub account.
How to Create Team Members
Once you've created your sub accounts, you'll want to start inviting your team members
Navigate to the "Team Members" page in the Customer Portal
Scroll down below the list of your current active Team Members and click the "Invite Team Members" button
Enter in the email address(es) of those you would like to invite and click the "Save" button.
Upon saving an email invite will be sent to your newly added Users.
In the event you need to re-send or cancel the invite, you can do so in the "Invititations table" by clicking the resend, or cancel invite action
How to know when your Team Member accepts your invite
The person who created your Verse Account at your company is known as the "account owner" and will be notified via Email any time a new team member is added.
Additionally, the individual who invited the team member will also be notified via email when the invited user has accepted the invite.
Lastly, admins can look at their Verse.io dashboard to see if the invite status is pending or not. To view your invite statuses:
Go to the Settings section in your dashboard and select the tab for Team Members
Here you will see the Status of your invite(s): Pending or Active
Once your team member has accepted the invite, you'll want to assign them to the appropriate sub accounts, and update their role in the event you want to promote them to an Admin.