In this document we will show you how to add users to your Aimtell account and also how to leverage them.
Start off by logging into your Aimtell account and opening your dashboard. From there, click on ‘Settings’ located in the navigation bar on the left side of the screen. Selecting ‘Settings’ will open a small drop down window with four options- ‘My Account,’ ‘My Team,’ ‘Plans & Billing,’ and ‘API Key.’ Select ‘My Team.’
The next screen will prompt you that you haven’t created your team yet. Click the link where it says ‘Click here to create your team.’
The next screen is your list of team members. You will be listed as the only team member, and under the ‘Type’ category you are listed as the owner. Click the ‘Add Team Member’ button at the top to add someone new to your team.
On the next screen, enter in the info for your new team member. Input their first and last name, as well as their valid email address that they will use to gain access to your account. You will also provide them with a temporary password that they can change once they gain access to your account. Select whether or not you want to notify the user by email and click ‘Create Member.’
The user will be notified by email if you selected to (recommended) and will be provided their login information and a link to click to activate their account.
Additionally, if you have multiple websites under your Aimtell account you can decide which team members have access to which websites. Team members may have access to just one, multiple, or all of your websites. From your ‘My Team’ dashboard (from your Dashboard select ‘Settings’ and then ‘My Team’), selecting ‘Edit Permissions’ for a particular team member will pull up a list of your websites.
Click the checkbox next to each websites that you want that particular team member to have access to. Click ‘Save Permissions’ when you are finished.
Note: users are not notified when you make these changes.
If a team member updates their account to a paid account, they have the ability to create their own team and as such will be automatically removed from yours. They will still be able to access any websites that you have shared with them.
If you have any questions regarding team members, please feel free to reach out to firstname.lastname@example.org