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, change employee status.
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 delete organizations
To add a new Organization:
- Click on the "Add organization" button:
- Set up a name for your organization and click on "Add":
- To open organization click on the its name:
If the organization doesn't have any valid licenses or active subscription 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. It is possible to restore an archived organization as well.
To archive/restore an organization:
- Click the 'In use" or "Archived' button on top to filter organizations to get the needed view or view all of them:
- Hover the mouse over the organization name.
- Click Archive / Unarchive button:
Manage organization
To review organization in more detail, let's open one by clicking its name. Here, as an owner, you can manage:
- Organization general and billing information
- Employees
- Licenses
- LH Email finder credits
- Orders
- Sbuscription
Organization general and billing information
On the "Information" tab you can edit the name and billing information of the organization. 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:
Add and manage employees
As an "Owner" of an organization, you can manage its employees in the "Employees" tab.
You can add new employees with the "Add new" button. Please check how to add employees to the organization here. 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 an organization can have several Owners, and employees with such a role can manage licenses and subscription (buy, switch,) and employees as well.
Manage licenses and subscription
Only organization owners can manage licenses by assigning them to employees and detaching them from 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.
Please refer to this article on how to switch licenses between employees:
You can buy a new license from:
- "Licenses" or "Orders" menu. Here is the detailed instruction on buying a license.
- Subscription menu. In this case, licenses will be auto-renewed - Linked Helper subscriptions explained.
Orders and invoices for licenses / recurring charges
You can download invoices for licenses bought without auto-renewal from the Orders tab - How to get invoice / receipt for paid license:
Please, note that invoices for recurring purchases can be downloaded only from the Billing history section under the Subscription tab. Check this article for more info - Linked Helper subscriptions explained.
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