Can I manage the Team without a paying seat?
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 app of other team members and create a new campaign on their account.
💡 Good to know
You can copy and paste the message templates to add them to each member's 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 if you don’t wish to have the same prospects into two different member's account.
In a team, do we share our action quotas? Our Email Finder credits?
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.
Email Finder credits
Only Email Finder credits are shared within a team. They are not nominative.
☝️ Example
If a team of 2 members has 1000 credits, one member can use 700 credits while the other uses only 300.
Can I see the Waalaxy inbox of my team members?
No, it is not possible to view the inbox of other team members.
How to 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 Waalaxy subscription, follow these steps:
Add a seat to your team:
If you don’t have an available seat, add another one.
Go to Team > Add or Remove Seats and define the total number of seats needed for your team.
Invite the team member:
Enter the desired team member’s LinkedIn URL in the associated field to send an invitation.
They will receive a notification in their Waalaxy app. 🔔
Accepting the invitation:
When they accept the invitation, their current subscription will be immediately cancelled.
They will be given the option to transfer the remaining credit of their subscription either to the team owner or to their own personal account.
No days of their subscription will be lost.
Repeat this process for each additional member you wish to add to your team. 😊
How to leave a team?
From the “Team” tab, click on the Team name drop-down menu, then on "Leave the team".
Then, validate your choice.
