Can I be the “admin” of a team?
Our system does not allow having an “admin” role outside the Team. 👀
To manage other members' campaigns, you need to have a paying seat in the Team (and the right permissions).
A backup solution is that one member of the team shares their LinkedIn credentials with you, so you can still log into their account and manage the team's campaigns through the team features. 😊
How to change the Team owner?
Go to the “Team” tab.
Click on the three small dots in the member's "Settings" column.
Then, click on “Make owner”.
How to change the name of my Team?
If you'd like to give your Team a new name:
Go to the “Team” tab,
Click on the drop-down menu for your team name,
Click on “Rename”.
Can I share campaigns with my team?
It's not possible to share campaigns with a team member, or duplicate them with a single click.
The solution is to access the CRM of other team members and create a new campaign on their account.
Can I transfer prospects in my team member’s app?
You can't directly transfer prospects or lists from one account to another. However, you can export the info into a CSV file and then reimport the CSV file into the other account.
⚠️ Don't forget to turn off the team duplicate security.
In a team, do we share our action quotas?
No, in a team, each member has their own quotas of actions.
☝️ Example
Member A has a quota of 200 invitations per week.
Member B has a quota of 200 invitations per week.
Can I see the Waalaxy inbox of my team members?
No, Inbox does not allow one to view the conversations of other team members.
For team members to access and respond to each other's messages, there would need to be a constant connection to each member's LinkedIn account, so that information could be retrieved continuously.
How to update add or remove a seat?
Go to the “Team” tab.
Click on “Add or remove seats”.
Then, manage the number of seats you want.
How to invite people in my team, if they already have a paid plan?
If the people you want to add to your team already have a subscription, the process is the following:
Add another seat to your team. Team > Add or remove seats > Define the total number of seats for the team.
Invite the desired team member by entering their LinkedIn URL in the associated field.
They receive a notification in their Waalaxy app. 🔔
When accepting the invitation, their subscription will be immediately cancelled, and they will be offered to transfer the remaining credit on their subscription to the team captain. No days of use are lost.
Repeat the operation for each additional member 🔄.
This way you will be able to use the credit of the previous member each time.
How to leave a team?
From the “Team” tab, click on the “Waalaxy Team” drop-down menu, and click on “Leave the team”.
Then, validate your choice.
