How do I navigate the team account page?

If you've started a team account and have several people using BombBomb at the same time, it can be hard to keep track of who's doing what. Now, we've cleaned up our team reporting so that you can review your team's BombBomb usage and activity with ease!

Our new team account page is now accessible from the main navigation bar right inside your BombBomb account. With the new interface, you'll be able to view aggregate team data and individual team member activity. Team admins can sort through their team members by various actions performed and also view shared content, batch sends, and team settings. Additionally, team members can be viewed by their BombBomb statuses (active, inactive, self-paid, etc.).

To learn how to navigate and operate the team account page, check out the video above!

If you'd prefer to read, here's a step by step:

Log into your BombBomb account. Now, team accounts can be accessed through their very own tab in the navigation bar. Click the "Team" tab.

When you click on the "Teams" tab, you will automatically be in the "Team" section, shown on the left side of your screen. This will show your team dashboard. Here, you can view all of your team members, their activity, and how many contacts they have.

To edit the name of your team, click on the gearwheel icon next to your team name on the left side of the screen. You can also click this gearwheel icon if you'd like to add a sub-team or re-send invitations to people that you've invited to become a part of your team.

You can also show different types of team members in your list. To change this, click on the dropdown above your team member list. Here, you can sort by team members that are active, inactive, self-paid, pending invitation, or declined invitation. 

To view the content you've shared with your team, click on the "Content" section on the left side of your screen. This will show templates, emails, and videos you've shared with your team for everyone to use. 

To view your team settings, click on the "Settings" section on the left side of your screen. Here, you can see information about your team account. You can also change the subscription of your team (how many paid seats you have) or create custom fields that your team can use in their profiles or on their forms.

To add a team member, click the "Add Members" option on the left side of your screen.

You will be prompted to enter your team member's information. If you'd like to add multiple people, you also have the option of uploading a .csv file. Once you're finished, click the "Add Member" button.