Assigning Licenses/Credits and Managing your Organization

Any user with Owner or Admin privileges can assign or remove licenses when needed after they've been purchased. They also have the authority to completely revoke a user's access to the organization.

Track license/credit usage, add licenses, and send invites to colleagues in your organization to start driving leads with Seamless.AI!

Assigning Licenses

How to Assign Licenses

1. Log into your Seamless.AI account and navigate to your account icon in the bottom left corner and select Settings followed by User Management.
2. If you've already purchased your licenses you'll want to go to the Manage Users section to view the members of your organization that have signed up for an account. Here, you can click the checkbox for each individual License! Alternatively, you can navigate to the right side of the screen and select the three dots. This will pull up a section where you can edit their role in your organization and assign them a license.
   • Helpful Tip: The Manage Invites Section is where you can view any pending invitations.
3. After clicking on the checkbox for the individual license, a new window will populate and allow for selection of any existing capacities currently available with your plan. When all updates have been completed, click the "Save" button in the bottom left corner to complete the changes!
   • Helpful Tip: For credit based features like Autopilot, Enrich, Job Changes and AI Writer, you will be able to assign a number of credits to the user.

If you haven't purchased a license yet select the Add Licenses option on the user management page to view our pricing options and purchase licenses for your team

Removing a User from your Organization

1. Log into your Seamless.AI account and access the account menu in the bottom left corner of your account and select Settings followed by User Management.
2. Navigate to the right side of the screen and select the three dots on the right side of your user's profile. Select Remove Member in the pop-up window that appears.
3. Confirm that your user has been removed.

Helpful Tip: Removed Users will still be able to log into their account and access any previously saved contacts. If you need to completely remove someone's access to an account that your organization provided them, please Contact Us and our team can assist.

Setting up User Groups

User groups can be used to separate different members of your team into different groups for additional reporting metrics through the User Management menu.

1. Navigate to the user and click on the three dots in order to edit the user you are looking at followed by the Add User Group button.
2. Next step would be to type in your group name and click the Create group button followed by clicking the checkbox next to the group that you would like to add the user to, then clicking the Save button.
3. After a user group is assigned, the Filter selection can be utilized to organize and find users from specific groups.

How to Transfer Ownership

New person taking over? Previous account owner no longer with the company?

To transfer ownership of your license and organization please contact help@success.seamless.ai so our team can assist as this requires legal transfer of ownership and billing terms.