How Can I Manage Accounts in Taplio Using Organizations or Shared Accounts?
Managing accounts in Taplio can be done through two primary methods: Organizations and Shared Accounts. Each option offers distinct features and is suited for different scenarios. Below is a comprehensive guide to help you understand and utilize these options effectively.
Overview of Account Access Options
Taplio provides two main ways to manage accounts:
Organizations: This option is ideal for centralizing account management and billing. Users invited to your organization are assigned your subscription plan and are under your billing. As an organization admin, you can manage their accounts as if they were your own, including posting on their behalf. Shared Accounts are unnecessary if the user is part of your organization. Organizations are available on the Growth and Pro plans.
Shared Accounts: This option allows a user with their own subscription to share their account with you. This does not require them to be part of your organization. Shared Accounts are useful for managing accounts without centralizing billing or subscription plans.
Organization Membership vs. Shared Accounts
Organization Membership: Adds users under one billing account, enabling centralized management and payment for their licenses. This is suitable for teams or businesses that want to manage multiple accounts under a single subscription. Only the Organization Owner can change the plan or cancel the subscription.
Shared Accounts: Allows individual users to share their accounts with others. Each user must have their own Taplio subscription. This is ideal for collaborations where centralized billing is not required.
Key Differences
Organization admins can manage accounts within the organization but cannot access accounts shared with specific individuals unless explicitly shared.
Being part of an organization does not automatically grant access to accounts shared with individual users. To enable access, the account must be added through the organization setup or shared directly with the intended user.
Managing Shared Accounts
Accessing Shared Accounts: Once an account is shared with you, you can switch to it by clicking your profile picture in the bottom-left corner of the Taplio app and selecting the desired account.
Finding Shared Accounts: Shared accounts can be accessed via the account switcher in the app’s bottom-left corner. If you don’t see it immediately, refresh the page.
Removing Access: Only the owners or admins of shared accounts can remove your access. You cannot remove yourself from shared accounts.
Agency and Multi-Account Management
For agencies managing multiple clients, Taplio requires a separate account for each LinkedIn user. There are no agency-wide accounts, and billing is per seat. Volume discounts apply automatically to every seat in an Organization: 10% from 2 seats, 15% from 11 seats and 20% from 51 seats. When you add seats, the discount is applied from the next billing cycle. See Understanding Team Billing and Discounts for details, and Setting up Taplio for your clients or team members for the step-by-step setup.
Troubleshooting Common Issues
If you encounter difficulties accessing a shared account, ensure the account owner has shared it with you.
For organization-related issues, verify that the account is added as part of the organization setup.
By understanding and leveraging these account management options, you can efficiently manage individual or team accounts in Taplio.