Inviting and Managing User Levels

Managing User Levels

Owner: This is typically the person signing the contract and the one responsible for the billing status and agreement of the account. An owner can make any changes to the organization and cannot be removed by anyone else but themselves.

Admin: An admin has the same platform privileges as an owner and can manage, invite and remove team members, assign licenses, and pull usage reports to monitor the team. Authorized Admins can also manage billing details and approve purchases.

Pro-Tip

If you want an admin to have access to billing and approve purchases, please have the owner of the account email help@success.seamless.ai to let us know!

User: A user can simply use the license that's assigned to them and can complete searching in their own account. They do not have any additional privileges or access to any billing information.

Inviting Your Team

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. Click Invite New Members to send a direct invite to your team by entering their email address. You can also check the Admin box for any users you want to grant admin access. Once you send your invite they'll appear in the invites section under pending status. Make sure your team is set to allow emails from info@seamless.ai and have them check their spam or junk folder if they don't see it in their inbox.
3. Sometimes teams with high email security don't get the invite emails, so for those teams, we recommend you instead grab the Copy Invite Link and send an email to your team internally to create their account and join your organization. Then once they've created an account from your link they'll appear as members in your organization to manage further.

Sending Bulk Invites

To bulk invite team members we recommend using the Copy Invite Link above and sending an internal email to anyone you'd like to invite. Once they've created their account they'll appear in your organization and you can assign them a license.

Download your Organizations Daily Activity Report

(Account Owners and Admins Only)

Access your reports in the User Management tab within your settings! Can be accessed by clicking into the account menu in the bottom left corner of your account and select Settings followed by User Management.

1. Click Download Activity Report located next to the funnel icon under Manage Users.
2. You will now have the option to Report on the following:
   • Product - Pro, Autopilot, Enrich, Job Changes, AI Assistant
   • Report Type - Daily, Weekly, Monthly
   • Duration - These option change depending on the selection within the Report type field.
   • Groups - can be used to filter results down to selected groups of Users within your system.
3. Click Download Report (CSV) in order to receive these metrics.