Team Account

Manage team access & collaboration in Clearout

Successful marketing heavily depends on teamwork. Therefore, Clearout allows you to upgrade your account to a team account, enabling multiple users to share access and sublet the account.

How to Create a Team Account?

• Log in to Clearout dashboard

• On your dashboard, click on “Upgrade to Team Account”.

• A pop-up will open in which you need to enter the following:

Organisation Name	Enter organisation for which you would like to use the Team Account
Organisation Website URL	Enter organisation Website URL for which you would like to use the Team Account
Enter Phone Number	Enter the phone number through which you would like to use the Team Account

• Click on 'Submit'. Once submitted, you need to log in again.

• Under the 'More' tab, click on the 'Admin' button to set up the team and invite your members

Team account upgrade can ONLY be done from an individual account

Different Roles in a Team Account

Owner	The single and prime holder of the account who has access to all features.
Manager	Has access to team management, credit management among the team/members, and verification and result file download. Can view other members' lists too.
Executive	Has access to use services with assigned credits

Assign roles for better team management

Clearout supports three different user roles to help you organize teams and manage account access efficiently. Each role comes with specific permissions to control how team members interact with the platform.

Features	Owner	Manager	Executive
Verification and Result File Download	Yes	Yes	Yes
Owns The Accounts	Yes	Yes	No
Team Management	Yes	Yes	No
Credit Management Across Team and Members	Yes	Yes	No
Access to Members List	Yes	Yes	No
Buy Credits	Yes	No	No
Billing	Yes	No	No
Team Analytics	Yes	Yes	No

Team Management

Add Members

1

Click on the 'add member' icon

2

Assign the position of 'Manager' or 'Executive', the number of credits, and the daily limit, if any.

Unlimited Credits: No limit on use of the credits by the team member

No Daily Limit: No limit on daily use of the credits by the team member

3

Click on 'Add Member'

An invitation will be sent to the member. Once accepted, the membership will be activated.

Edit/Deactivate/Remove Team Members

Owner	The owner can add, deactivate, remove, or edit the roles and credits across the team.
Manager	The manager can only add or edit the roles and credits of the executives and other managers.
Executive	The executives cannot edit the team.

How to Add More Seats To A Team Account?

A newly created team account provides two seats by default, in addition to the owner's seat.

This number can be increased with the following steps:

1

Enter the 'Admin' panel of your account.

2

Click on the seat '+' icon.

3

Once you click on the '+' button to purchase the additional seats for your team.

Credit Management

Owner	The owner can assign limits to daily usage and the overall usage of members across the team.
Manager	The managers can assign the credits of the executives and other managers.
Executive	The executives cannot assign or edit the number of credits.

Benefits of the Team Account

• Share credits

• Invite members to be part of a team

• Grant different access and permissions

• Access the stored lists of team members

• Monitor the account and data usage

The billing access is available with the owner only.

By default, two free seats are available in the team account. Additional seats can be added through add-ons.