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Dubb’s team management features allow you to streamline your processes, manage team members, and create a collaborative environment. In this guide, we’ll walk you through how to set up your team, customize settings, and manage accounts effectively.
1. Setting Up Your Team
To begin using Dubb's team management tools, first, navigate to the Team section in your Dubb dashboard. Here, you will find several options designed to optimize team functionality.
Branding Your Videos
Upload your company logo to appear in the top-left corner and as a watermark in your videos. This ensures that all content is branded and professional.
If you have a custom domain or subdomain, you can set it to display on the URLs of your video pages, ensuring consistency with your company's brand.
Inviting Team Members
You can send invitations to team members via email directly from the Dubb platform. Once invited, they can sign up and join the team using a shared link.
If an invitation is not responded to, you can resend the invite or share the link with them manually.
Team members automatically join the team when they sign up using the invitation link. If necessary, you can manage their accounts from the Team section.
2. Managing Team Member Accounts
Once your team members have joined, you can manage their accounts and roles from the Team section:
Viewing Team Member Information
You can view important details like each member’s last login date, the number of videos they’ve uploaded, and other relevant metrics.
You can also log directly into their account for troubleshooting or training purposes.
Reassigning Seats
If you need to reassign a team member's account to another person, simply log into their account, update the login information, and transfer the seat.
Forced Account Creation
If you need to create multiple accounts at once for your team, Dubb allows forced account creation. This is ideal for large teams or during team onboarding.
3. Customizing Team Settings
In addition to managing team members, you can customize your team’s settings to ensure everything runs smoothly.
Team Roles
You can assign specific roles to each member of your team, such as Admin, User, or Leads to Sales. This ensures that each member has the appropriate level of access to Dubb's features.
You can also create custom roles if needed to match your team's structure.
Groups
Grouping team members allows you to segment your team based on roles, departments, or any other criteria that suits your organization. You can easily manage different groups and assign roles accordingly.
Ready to Go Further with Dubb?
If you're on a free or basic plan, upgrading gives you access to:
Full video tracking analytics
Advanced automation features
Unlimited custom CTAs
Priority support and expert training
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If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!