Linked Helper allows you to create an organization and add employees to it, which can be helpful for sellers and marketers who work in the same team. In Linked Helper, the Organization is used to easily manage your company licenses. Licenses are listed under your company name and any member of your team (organization) can grab the available free license or a license that was already assigned to his Linked Helper account from the common "pot". The owner of the organization can assign or detach licenses, and add / delete employees.
Licenses that are purchased under an organization can be shared and switched between employees. Please refer to this article on how to create an organization and add employees to it.
Add and manage organizations
To add a new Organization:
- Click on the "Add new organization" button:
- Set up a name for your organization and click on "Add":
Use the 'in use/archived' switch on top to filter organizations or view all of them. To open organization click on the its name:
On the "Information" tab you can edit the name and billing information of the organization. Check this article on getting receipts for your payments.
Please note that you don't have to fill in this information if you don't want to. "Billing information" is used only in the receipt for the purchase which you can download, so in case you need to have some certain information on the invoice (like company name, etc.), you can fill all the information here and it will be included:
On the "Employees" tab you can add and manage employees of this organization. Please check how to add employees to the organization here.
If the organization doesn't have any "valid licenses" (licenses that are not expired) in it, you can archive it. In this case, you won't be able to manage this organization unless it is unarchived, employees of this organization won't be able to see it:
Add and manage employees
As an "Owner" of an organization, you can add and manage its employees. You can add new employees with the "Add new" button. If the person, which you add as an employee doesn't have a Linked Helper account yet, he will receive an email with login/password:
You can delete employees from the organization by hovering over the employee and clicking on "Mark as deleted" button:
You can edit the employee's role in the organization by hovering over the employee and clicking on "Edit" button. Please note that the organization can have several "owners":
Please, note that an organization can have several Owners, and employees with such a role can manage licenses (buy, switch) and employees as well.
Buy and manage licenses
Only organization owners can manage licenses by assigning them to employees and detaching them from employees. Please refer to this article on how to switch licenses between employees.
Users with a 'Member' role can take licenses that are free (not assigned to any other employee) and licenses assigned to their Linked Helper account. All other licenses cannot be used by employees with the 'Member' role.
You can buy a new license from either "Licenses" or "Orders" menus. Here is the detailed instruction on buying a license.
You can try the software for free during 14 days - download it and activate a free trial.