Managing Multiple Accounts for Your Team
One of the many benefits of your Business account is the ability to purchase and create new accounts for your team members. First, go to “My Team” page from your dashboard.
Once you’ve purchased the licenses for your team, go to “Create Accounts.” If the users you invite already use UberConference, they will automatically be added to your team.
You will be presented with two options, you have the flexibility to fully create accounts on the team members’ behalf or allow members to create their own accounts.
Option 1 (Left): If you’d like to create their accounts you’ll be able to specify the user’s signup email and conference number area code. Members will simply get a welcome email with the ability to set a password.
Option 2 (Right): If you’d like your team members to create their own accounts, they’ll get an invitation email with a link to do so. For this option, you won’t be able to specify user email or phone number. After they finish creating their account, they will automatically become part of your team.
Let’s start by creating an accounts for your team (option1). Here, you will see how many accounts you have available and be able to type in or import a list of team members via CSV. The fastest way to fill out your team's information is to to upload a CSV file. Please visit click this support article to go back to the general user guide.< on how to format your CSV file. If you selected option two, "Employees Create their Accounts" check out click this support article. At a high level, make sure your CSV file contains first and last name on the first column, email on the second column, license type on the third column and area code on the fourth column (area code only if creating the accounts - option 1). For a list of area codes we recommend visiting http://www.allareacodes.com.
Your team members will get a welcome email prompting them to set a password.