Managing Team Accounts
Managing Team Accounts
1. Adding and Removing Team Members
Adding Team Members:
Log in to Your Account: Sign in to your Lykoza account.
Navigate to "Team"
Invite New Members: Click on the “Invite Member” button. Enter the email address of the person you want to add.
Set Permissions: Choose the appropriate role and permissions for the new member. Roles may include Editor, or Viewer, each with different access levels.
Send Invitation: Click “Send Invitation.” The invitee will receive an email with a link to join your team.
Removing Team Members:
Access Team under account
Select the Member: Find the team member you wish to remove from the list.
Remove Member: Click the “Remove” button next to their name. Confirm the removal in the prompt that appears.
2. Setting Roles and Permissions
Editor Role: Has full access to all features and settings, except billing and team management.
Viewer Role: Can view and manage their own campaigns and reports but has limited access to settings and team management.
To change a team member’s role:
Go to Team In "Account"
Edit Role: Click on the "Edit" button next to the member’s name and select the new role from the dropdown menu.
Save Changes: Click “Save” to update the member's role and permissions.
3. Team Billing Management
Viewing and Managing Billing Information:
Access Billing Settings: Navigate to "Account" and select "Billing."
View Current Plan: Check your current subscription plan and payment details.
Update Payment Method: Click “Update Payment Method” to change your credit card or payment details.
Managing Team Billing:
From Billing you can increase the number of your team and update on the checkout
Best Practices
Regularly Review Team Access: Periodically review team members and their roles to ensure they have the appropriate access.
Communicate Changes: Inform your team of any changes in roles or permissions to avoid confusion.
For any issues or additional support with managing team accounts, please contact our customer support team.
1. Adding and Removing Team Members
Adding Team Members:
Log in to Your Account: Sign in to your Lykoza account.
Navigate to "Team"
Invite New Members: Click on the “Invite Member” button. Enter the email address of the person you want to add.
Set Permissions: Choose the appropriate role and permissions for the new member. Roles may include Editor, or Viewer, each with different access levels.
Send Invitation: Click “Send Invitation.” The invitee will receive an email with a link to join your team.
Removing Team Members:
Access Team under account
Select the Member: Find the team member you wish to remove from the list.
Remove Member: Click the “Remove” button next to their name. Confirm the removal in the prompt that appears.
2. Setting Roles and Permissions
Editor Role: Has full access to all features and settings, except billing and team management.
Viewer Role: Can view and manage their own campaigns and reports but has limited access to settings and team management.
To change a team member’s role:
Go to Team In "Account"
Edit Role: Click on the "Edit" button next to the member’s name and select the new role from the dropdown menu.
Save Changes: Click “Save” to update the member's role and permissions.
3. Team Billing Management
Viewing and Managing Billing Information:
Access Billing Settings: Navigate to "Account" and select "Billing."
View Current Plan: Check your current subscription plan and payment details.
Update Payment Method: Click “Update Payment Method” to change your credit card or payment details.
Managing Team Billing:
From Billing you can increase the number of your team and update on the checkout
Best Practices
Regularly Review Team Access: Periodically review team members and their roles to ensure they have the appropriate access.
Communicate Changes: Inform your team of any changes in roles or permissions to avoid confusion.
For any issues or additional support with managing team accounts, please contact our customer support team.
Updated on: 14/09/2024
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