Getting Started

Account Creation.

1. Go to the signup page to create your account.

2. Provide your company details.

- Note: You will be listed as the owner, responsible for managing billing and creating administrator accounts.

3. Choose Your Signup Method:

- Google Account: Click "Continue with Google". Ensure you have a chrome profile for this email else use a password.

- Email and Password: Create a username and password.

4. Verify Your Email:

- Google Signup: Your email is automatically verified, and you’ll be directed to the dashboard.

- Email Signup: Check your inbox for a verification email. Click the link to complete the process.

Once verified, you’ll have access to the dashboard to begin managing your company.

Add Team Members.

1. Now you'll most likely want to add team members.
2. There are 3 different types of accounts, all accounts can access the chrome extension.

3. Types Of Accounts:

- Owner:

- Full access to manage billing, administrators, profiles, and users.

- Administrator:

- Can create and manage profiles, links, and users.

- Cannot delete administrators or manage billing.

- User:

- Can view and interact with assigned profiles and links.

- Can't access administrator dashboard.

Note: After adding a team member they will be sent an email containing setup instructions based on their account type.

Create/Edit Profiles.

Enter a profile name and hit enter or click create.

Click "edit" on the right side of the table to add users or links

1. Adding Users:

- Users must already be added to the team page. Suggestions will autofill as you type.

2. Adding Links:

- Enter the link name in the left input field and the URL in the right input field.

Note: You can change the profile name simply by clicking on it.

Save the profile in the top-right corner to apply these changes.