Managing Your Account
Tips for Managing Your SharedTEAMS Account
Update Your membership Package
Follow this process to adjust your membership package
Step 1
Navigate to your account details section by selecting “View My Member Profile” from your dashboard and then select the “Update Membership” button.
Step 2
From the membership update page, please select your desired membership package. You may also pause or cancel your membership.
This page will walk you through the next steps to complete your membership update.
Updates Immediately Applied to your Membership
After submission, you will immediately receive an email confirmation of your membership update.
The membership update will immediately be applied on the first day of the next month without penalty.
Add a New User to Your Brand
Follow this process to add additional members of your team to the SharedTEAMS platform.
Step 1
Navigate to your account details section by selecting “View My Member Profile” from your dashboard and then select “Account Details.”
Step 2
Scroll down to the “Manage Users” section and then enter user information, including their first and last name, email address, and a unique password.
Step 3
Click “Add New User” and you are all set.
Selecting User Permissions
For each user, choose between “Administrator” and “Standard” privileges. Administrators can view and edit any setting within your membership account, including billing details and invoices. If you don’t want a user to have access to billing details and invoices, choose “Standard.”
Notifying Your New Users
Please share the login credentials with the new user (new users will not be notified by the platform). Your new user can now access your membership account(s) with their own login credentials.
Add an Existing User to a Brand
Follow this process to add an existing user to your new brand account.
Step 1
Click “View My Member Profile” and then “Account Details.”
Step 2
Scroll down to the “Manage Users” section. Click “Click here to add an existing user to this account.”
Step 3
Add the email address the user is already using in our system. Then choose “Administrator” or “Standard” permissions.
Switching Between Brands
Once the new user has been added to the new brand account, they will be able to use the “switch account” functionality to easily switch between brands.
Edit an Existing User
Follow this process to edit any existing users who are associated with your SharedTEAMS account.
Step 1
Click “View My Member Profile” and then “Account Details.”
Step 2
Scroll down to the “Manage Users” section. You can “Edit User” or “Delete.”
Reasons to Edit a User
If the user’s name changed, the user’s email address changed, or you want to update the user permissions, you may want to edit the user.
Switching Between Brands
Follow this process to switch between brands.
Step 1
Click “View My Member Profile.”
Step 2
Click “Switch Brand.”
All of the brands you have added to your membership will show up. Click on the brand name you want to work in to pull up that account.
The selected brand shows up in the brand list as a lighter color. To switch accounts, choose a brand highlighted in a darker blue.
Update Your Billing Information
Keep your membership billing method up-to-date
Step 1
Click “View My Member Profile” and then “Account Details.”
Step 2
Scroll down to the “Update Billing Details” section and input your desired billing information.
Please note that updating your billing information will remove any previous billing details that were inputted into the system. The new billing details will be used for all membership fees going forward.
Delegate To Your Remote Marketing Team
We work as a fluid extension of your team to support your marketing initiatives in whatever capacity you believe is best.
Supporting Marketing Departments Across North America
A Shared Marketing Department
Designed for Modern Marketing Leaders
Copyright @ 2017 - 2022 SharedTEAMS, LLC. All Rights Reserved.