# Team Account 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. {% embed url="" %} ### How to Create a Team Account? * Log in to [Clearout dashboard](https://app.clearout.io/dashboard) * On your dashboard, click on “Upgrade to Team Account”.

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

Add Organisation details to setup team account


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

Navigate to "Admin" panel to invite team 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 {% stepper %} {% step %} Click on the 'add member' icon

{% endstep %} {% step %} 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

Assign role and credits to invited member

{% endstep %} {% step %} Click on 'Add Member'

> An invitation will be sent to the member. Once accepted, the membership will be activated. > {% endstep %} > {% endstepper %} ### 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: {% stepper %} {% step %} Enter the 'Admin' panel of your account. {% endstep %} {% step %} Click on the seat '+' icon.

{% endstep %} {% step %} Once you click on the '+' button to purchase the additional seats for your team.

Purchase the required seats at one-time cost

{% endstep %} {% endstepper %} ## **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.

Manage credits and limits for team member

## **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](https://app.clearout.io/pricing). --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.clearout.io/platform-features/team-account.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.