Multi-User Accounts
Divide the Tasks to Multiply the Success!
Successful marketing is all about team effort. Clearout admin panel allows you to let and sub-let the account access amongst multiple users.
1. Assign specific roles and get quicker execution
There are 3 different roles based on which the teams can be created
| Features | Owner | Manager | Executive |
|---|---|---|---|
| Verification and Result File Download | Yes | Yes | Yes |
| Owns The Accounts | Yes | Yes | No |
| Team Management | Yes | Yes | No |
| Credit Management Across Team and Members | Yes | Yes | No |
| Access to Members List | Yes | Yes | No |
| Buy Credits | Yes | No | No |
| Billing | Yes | No | No |
| Team Analytics | Yes | No | No |
2. Let and sublet the credits
The credits can be distributed among the members of different teams.
3. Real-time statistics
A quick view of statistics both team-wise and member-wise for quick judgments and better decision making.
Frequently Asked Questions
- Option to switch between organizational and individual dashboard
- Running and queued lists
- Buy Credits
- Remaining credits - Only if relevant
- Access to running and queued list of all members
- Individual and consolidated performance statistics available For the Manager
- Option to switch between organizational and individual dashboard
- Running and queued lists
- Buy Credits - Not available
- Remaining credits - Only if relevant
- Access to running and queued list of all members
- Individual and consolidated performance statistics available For the Executive
- Buy Credits - Not available
- Remaining credits - Only if relevant
- Login > Profile > Admin > Teams
- Click on ‘Create team’
Provide the following details in the pop-up - Name for the team
Description (optional) - Click on ‘create team ’ in the pop-up
- Login > Profile > Admin > Members
- Select the ‘members’ you want to add by clicking on the check-box
- Once the members are selected click on ‘Add to Team’
- Select the ‘Team’ from the drop-down showing multiple teams created by you.
- Login > Profile > Admin > Members
- Next to the person’s name, you will find a toggle button that allows you to activate or deactivate the member profile.
- To remove an account, simply choose the person and click on the trash bin icon located in the top-right corner.
- Login > Profile > Admin > Teams
- Click on ‘Total Members’ of the required list.
- Click on the ‘X’ sign under ‘remove’ column
- Login > Profile > Admin > Teams
- Click on the team name you want to edit under the ‘Team’ column.
- Provide the required name and description and click on ‘Edit team’
- Login > Profile > Admin > Members
- Click on the name of the member whose credit and/or limit you want to edit
- Under the heading “How many credits you like to assign?” you can increase or decrease the limit
- You can edit the ‘allowed daily limit’ and ‘remaining daily limit’ too
Any update in the ‘Allowed Daily Limit’ value will be applied at the start of the day following the day on which the change has been made.
Any update in the ‘Remaining Daily Limit’ will be applied immediately and it will reset the ‘Allowed Daily Limit’ accordingly on the start of the following day.
Owner:
Has access to view and download all the files uploaded under the team account.
Manager:
Has access to view and download all the files uploaded under the team account.
Executive:
Has access to view and download only the email lists uploaded by the respective executive.