Freshmarketer’s Multiple Account Management (MAM) allows Super Users to manage organizations. Managing organization allows you to do the following:

  • Add organization
  • Edit organization
  • Remove organization
  • Invite and assign users
  • Add and delete domain
  • Upgrade plan


Add Organization


STEP 1: Open Manage Organizations


Go to the agency account to which the organization has to be added.

Click on the agency name at the right top corner and click on the drop-down menu and click Manage Organizations.


Manage Organizations


STEP 2: Add Organization


Manage Organizations page opens. Click Add Organization on the left side.

Add Organizations


A popup opens asking for details on the organization to be added under the agency account.


Add Organization Popup


Add the organization name and website and click Add Organization button.


Now the organization will be added to the agency account.

 

Edit Organization


STEP 1: Open Manage Organization


Go to the agency account to which the organization has to be edited.

Click on the agency name at the right top corner and click on the drop-down menu and click Manage Organizations.


STEP 2: Edit Organization


The organization page opens. Click on Rename link

Edit Organization


A pop up named “Edit Organization” appears which allows you to edit the organization name.

Click Save button to save your changes.


Edit Organization Popup


Remove Organization


At Freshmarketer, only organizations mapped to an agency account can be deleted. Agency account and independent organization cannot be deleted.


Walk through the below steps to delete the organizations mapped under an agency account.


STEP 1: Open Manage Organizations


Go to the agency account to which the organization has to be removed.

Click on the agency name at the right top corner and click on the drop-down menu and click Manage Organizations.


Manage Organization


STEP 2: Remove Organization

Remove Organization


Select the organization to be deleted from the list of organizations displayed at the left side.

Selected organization page will be opened. Click on Remove Organization link.

A pop up opens asking for your confirmation. Click on Yes, Remove it button.


Now, the organization is removed from the agency account.


You can also remove or delete a user from a particular or all of the organization with the help of the options,

  • Remove - removes/deletes a particular user from a particular organization.
  • Delete all - deletes that particular user from all the organization he is part of.

Remove and Delete User


Invite and Assign Users


Freshmarketer allows you to invite your team members and collaborate with them in achieving conversions for your website. Read this article to invite and assign roles to your team members.


Add and Delete Domain

 

Freshmarketer allows you to add multiple domains to your organization.

Read this article to add/delete domain


Upgrade Plan


Follow the below steps to change the billing plan or upgrade your current plan.


STEP 1: Open Manage Organizations


Go to the agency account or organization for which the plan has to be changed.

Click on the agency/organization name at the right top corner and click on the drop-down menu and click Manage Organizations.


STEP 2: Change Plan (Upgrade)


For agency: Click Change Plan link and the upgrade page opens. Select the plan that suits you.

For organization: Click Upgrade Now link and the upgrade page opens. Now, purchase a plan that meets your requirement.



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