- Connecting existing Contactually users to your team
- Adding team members who don't yet have Contactually accounts
- Team payment
- Team-wide permissions
- Related articles
Adding a team member to your account will automatically create a team and set you up as the team's administrator.
How to add team members to your account
If you need to add an existing Contactually user to your team, you'll need to contact Support.
Follow the below steps to add a team member who does not currently have a Contactually account.
1. To add a team member, click your photo or initials in the top right corner of your account and click Settings.
2. On the left hand side, click the Users tab under Team.
3. Click the red button to Add New User.
4. Enter your team member's name and email address. Click Save. An invitation to join your team will be sent by email to your team member.
Note that when a team member uses the invitation you send to set up and activate an account attached to yours, you (or the primary account administrator) is charged. All team accounts are charged to the credit card on file for the primary account administrator.
Once your team member is activated, you can go to Settings and Team and use the Admin column to slide administrator permissions on and off. Use the column titled Active to turn on and off payment for accounts (activate and deactivate user seats on your team). If you deactivate a seat and have an annual subscription, that seat will be available for reassignment to another team member. You will not receive a prorated refund. If you deactivate a seat and have a monthly subscription, your bill will be reduced the next month to reflect the reduction in seats.
To set permissions that apply to all team members, go to Settings and click the Permissions tab under Team on the left hand side. Here you can adjust whether or not you want to allow team members to export and delete contacts as well as if you want to automatically share all contacts. For a more detailed explanation and FAQs, see here.
If a team member already has a Contactually account or accidentally set up a Contactually account from Contactually.com instead of the invitation email, how do I connect it to the team account?
Please have your team member email email@example.com with the request, and we'll connect the accounts on the back end.
Can I have my team members billed separately?
No, you must have a single payer. For details, see here.
Can I set up a smaller team "within" my team account?
No, you can't have a smaller team that operates with its own team settings but remains within a larger team.
Can I be on more than one team account?
You can't tie the same email login to multiple accounts, whether those accounts are team or personal. You can use separate email logins for the distinct teams you're on, in which case you'll pay for the number of accounts you have logins for (one login per account).
How do I change the name of the team displayed in Contactually?
Please email firstname.lastname@example.org with your request.
Getting started with Contactually for teams
How do I assign contacts to team members?
How do I deactivate team members?
Setting up your team to reflect your team structure