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Managing Teams and Licenses

Your membership details are always at-hand within aytm's platform. Find billing details, add licenses, and update budgets with just a few clicks. 

1. Managing Teams (as an Account Administrator)

  1. Click Account in the main navigation and select Manage Teams. This page consists of a list of all the teams you manage.
    Note: In the instance that you do not manage a team, this page may not be available.
  2. Click the gear icon on the right-hand side of each row to view that team’s Dashboard, Edit team (name and/or members), toggle between Regular / Stealth settings, manage the team, change the Physical address, or Remove the team.
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Note: when teams are set to Stealth, users will not be able to locate them in the Follow a team menu on the main dashboard. A Stealth team is not listed or searchable.

 

 

2. Managing Your Team (as a Team Administrator)

  1. Click Account in the main navigation and select My Team. Here you have access to a list of team members in addition to their email, status, number of surveys, role, and number of budgets they have access to.
  2. Click the gear icon relative to a team member to Reset password, edit User Role, edit Access to budgets, or Remove user.
  3. Fill in the email address, First name, and Last name, select their team role, and click Invite to invite a new team member to join.
  4. If you have multiple teams on your account, click the drop-down that appears across the top to switch to another team.

Learn more about adding users to your team.
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3. Managing Memberships (as an Account Administrator)

  1. Click Account in the main navigation and select License. This page contains your membership details, billing information, and a dropdown menu consisting of actions to manage your membership.
  2. Click on the drop-down to view options to upgrade or downgrade your License.

Learn more about license options.
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