Add Team Members

You can now add team members and sub accounts to your account.

1. Navigate to Settings > Team Members
2. Add the name and email of the new team member, select a role of either "Download" or "Admin", and select how many leads and the download limit that you'd like available to the team member.
3. Click "Add"

Once you click "Add" ListShack will automatically send the team member an email address with their new password and provide you with their new password. The owner or an Admin of the account can change the password at any time.

Here are a couple of things that you should know:

• You can only add team members who do not already have an active subscription associated with their email address.
• The plan that you subscribe to will determine the number of team members or sub accounts that you can add to your ListShack account.
• Every person that uses ListShack should have their own account. If instead you decide to share your password, any errors in downloading by a team member will not be refunded to your account.

Manage Team Members

You can now manage the number of leads and the download limit of each of your team members on your ListShack account.

1. Navigate to Settings > Team Members
2. Click "Edit" next to the Team Member that you would like to manage.
3. From the Manage Team Member page you can manage the following information: Name, Role, Leads Remaining limit, Per Download limit
4. Click the "Edit" icon above the information that you'd like to change, update the field, and click "Save".

You can also view the downloads of each of your team members from this page.

Team Member Roles

Account Owner Role

The account owner can manage all aspects of an account, including updating the account plan and billing information, viewing, downloading, and editing all lists (from all team members), and purchasing additional leads for the account.

Admin Role

An admin for the account has all of the same access and privileges as the Account Owner specifically:

• Update payment method
• Change or update the billing plan
• Purchase additional leads
• Cancel subscription
• Add and manage team members
• View, edit, and delete (or archive) all lists and downloads associated with an account
• Report searches

You should only provide the admin role to those that you are comfortable managing and having access to the billing information on the account. If you have the need for an Admin that you do not need to have access to the plan and billing information, please reach out to Support.

Download Role

A team member with the download role can do the following:

• Save searches
• Create Lists and CSVs
• View, Edit, and Download lists that they have created

A team member with the download role cannot view, edit, or download from lists that others team members have created. If the account's plan includes search suppressions, then when the team member checks out, it will suppress from searches performed by other Team Members.

Team Member Limits

An admin of the account can add team member limits for each team member on the account. The limits allow the account to manage the number of leads available and the number of leads that can be downloaded with each file. When you allocate limits to your team members, it also decreases the number of leads that are available to the Account Owner and the Admin's of the account. Specifically, if your account has 50,000 leads, and you allocate 20,000 to a teammember, then the Account Owner and Admins will only have 30,000 leads available for them to use.

If you do not set limits on specific team members, then the team member will have access to the full account limit. E.G. if the account has 50,000 leads available and and a download limit of 10,000 records per file, then the team member will be able to download up to 10,000 records per file and all 50,000 leads.

Leads Remaining Limit

The Leads Remaining limit sets the maximum number of leads that are available to the team member. You can allocate up to the total number of leads that are available on the account to the team member.

Per Download Limit

The Per Download Limit sets the maximum number of leads that are available to the team member each time that they Checkout. In most cases it's safe to allocate the maximum per download limit available to the account. However, if you are concerned that team members might inadvertently spend all of your leads in a single download, it can be helpful to limit them to fewer leads at once, especially if the account has search suppressions available.

Search Suppressions

All team members will have the same search suppressions access as is available on the account. Specifically, if the account's plan includes search suppressions, all team members will also have access to search suppresions. If the account does not have access to search suppressions, team members will also not include access to search suppressions.