Your membership details are always at hand within aytm's platform. Find billing details, manage your subscription, and update budgets with just a few clicks.
💡 Tip: aytm has three related admin areas. Manage teams (covered here) manages the teams themselves. The Team (or Teams) page manages the people inside one team—it's labeled Team when you can reach a single team and Teams when you can reach more than one.
In This Article
- Managing Teams (as an Account Administrator)
- Managing Your Team (as a Team Administrator)
- Managing Subscriptions (as an Account Administrator)
1. Managing Teams (as an Account Administrator)
The Manage Teams page lists every team on your account. At the top you'll find your account name and a summary of your license seats, then a searchable, sortable table of your teams, and a control to create a new one. This page is available only to administrators of a multi-team account; if you don't manage any teams, it may not appear.
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Click Account in the main navigation and select Manage Teams.
Review your teams in the table. Each row shows the team's type (Regular or Stealth), its Members, Surveys, and Budgets (personal / shared) counts, its available funds (Amount), and any outstanding debt (Open Invoices). Sort by any column header, or search by team name.
- Click the gear icon on the right-hand side of a row to open that team's Dashboard, Edit team (its name and notes), toggle between Regular / Stealth visibility, Manage team (open its member page), change its Physical address, or Remove team.
Your account name appears at the top of the page. Admins can rename it inline (up to 35 characters); a brand-new account is prompted to name itself before the teams table appears.
To add a team, click Create new team, enter a name (up to 35 characters) and optional notes (up to 200 characters), and submit. The new team is added to the table.
⚠️ Note: When a team is set to Stealth, it isn't listed or searchable and won't appear in the "Follow a team" menu on the main dashboard. Only the team's members and the account owner can see its surveys. A Regular team's surveys are visible to every licensed user on the account.
⚠️ Note: Remove team appears only when a team can be deleted. A team that holds funds or has outstanding debt can't be removed. System teams (such as account-admin or storage teams) are read-only here—they can't be renamed, retyped, or removed.
2. Managing Your Team (as a Team Administrator)
- Click Account in the main navigation and select Team (shown as Teams if you can reach more than one team).
- Click the dropdown menu and select the team you'd like to manage. You'll see a list of team members along with each member's email, status, number of surveys, role, and number of budgets they can access.
- Click the gear icon next to a team member to Reset password, edit User Role, edit Access to budgets, or Remove user.
- To invite someone, fill in their email address, First name, and Last name, select their team role, and click Invite.
- If you have multiple teams on your account, use the dropdown at the top to switch between them.
Learn more about adding users to your team.
3. Managing Subscriptions (as an Account Administrator)
- Click Account in the main navigation and select Subscription. This page shows your current package, billing cycle, and payment method on file, and—if a charge applies—breaks it out as Subtotal, Taxes, and Total, so the amount billed to your card is always clear.
- Click the dropdown to view your available account management options—including an upgrade to a higher level of service, if one is available for your account.
For any other change to your plan—including moving to a different plan or canceling your subscription—just reach out to our team and we'll walk you through it.