Overview

Account settings are where you’ll find and manage all the details of your plan and team. You can set up your team to have access to the software, manage security and passwords, track usage and make changes to your plan and view your payment details and history.

To access your Account settings, click on your profile picture at the top right, and then navigate to settings in the drop down.

My Profile

You’ll initially be brought to “My Profile”. On this page you’ll be able to manage your brand name, edit your email address and phone number by clicking edit on the right.

You’ll also be able to change your password by clicking on “Change Password.” In order to make the change, you’ll need to know the old password, then select and repeat the new one. The password will need:

• Minimum of 8 characters
• One lowercase character
• One uppercase character
• One number or special character

After you’ve made the changes, click save.

Team

Under Team, you’ll have the option to add 5 members to your plan and assign Admin or Standard designations to each user. You’ll also be able to remove a team member here.

• Adding your team.
• Click on the plus sign above “Add Member”
• Add the team member’s email address and then select the level of access they will have from the drop-down choices of Admin, Standard or Read Only.
• Admin will have full access and be able to make changes to the account
• Standard will be able to use the account for search, discovery and outreach, but will not be able to make changes to the plan or add members
• Read Only will have limited access to the software, and not be able to use all of the features
• Once the email is added, click on “Send Invite” and that person will be invited to join the team.
• Edit or Remove a team member
• To remove a team member, click on the vertical dots on the top right of the profile card.
• You’ll be given a drop down choice to edit or remove the team member
• Edit gives you the option to change the status from Admin, Standard or Read Only
• Advanced options gives you the ability to add or remove functions that user can perform.

Click on “Update” to save the changes you’ve made, or X out to cancel.

Integrations

Under the Integrations column, you’ll be able to sync Outlook emails to the account in order to be able to do outreach through the platform and most effectively use lolly for your communication and CRM. You’ll also be able to choose a default email address in this stage.

When you click on Link Mailbox, you’ll be given two choices, Gmail or Outlook. As we await imminent approval from Google, Outlook is the functioning email platform for now.

Click on Outlook, then choose the account you want to link. Enter the password and “Sign In” and that email will have been added and synced to the platform.

You’ll be able to see when a user was last synced on the main Integrations page. In order to make an email the default email or unsync an email, click on the three vertical dots on the right of the user’s row and make the selection for the action you’re working on.

Manage Plan

The Manage Plan column gives you a breakdown of the status of your plan. In it you’ll be able to see:

• Discovery
• Number of searches you’ve completed
• Number of detailed profile views
• Number of emails you’ve sent
• Lists
• How many influencer lists you’ve exported
• CRM
• How many accounts you can use and are actively using per month
• Users
• How many users per month you are using

Billing

Under the Billing column you’ll get a snapshot of your billing details

• View your plan and monthly cost, along with when your next payment is due
• Payment Details
• Check and edit payment details.
• Click on “Edit” and you’ll be brought to your Stripe account where your payment details live
• Here you’ll be able to change cards and update billing information like email and account owner
• Payment History
• Under payment history you can view past invoices.