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hello everybody my name is Drew and I'm

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going to be walking you

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through being a member level user in a

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multi-seed account so in other words

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where you are not the admin of your

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account and what we're really going to

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be focusing on here especially is being

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a member level user in an account where

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you're admin shares things with you and

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so we're going to be helping you to just

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understand how you how things are shared

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with you and how to interact with them

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um and I guess basically where that line

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is drawn between like somebody else's

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account and and yours and so in

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particular we're going to be talking

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about uh teams and how those work with

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sharing and what it's like with an admin

0:51

that's sharing things with a team that

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you are on like a team of other

0:55

users templates and where you can find

0:58

your shared uh the templates that have

1:00

been shared with you and and just how

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you can use those and then we're

1:07

additionally going to be talking about

1:10

contacts and um what what are your

1:13

contacts and also how admins can share

1:16

contacts with you and a couple of other

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just settings as well that are relevant

1:22

for users in accounts like the one that

1:25

you're

1:26

in so let's jump over

1:32

and start start walking through

1:35

these so first of all I think it's

1:38

useful to know how you can just even

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tell what kinds of teams you are on um

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and so you're able to find that in your

1:46

settings in the bottom left corner of

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the

1:50

navigation and right here you can see

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your teams and click on that and in this

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particular case I can see that I'm on

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the marketing team and I'm also on the

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sales team and I can even see the update

2:05

date there too so that kind of tells me

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like when I was added uh to these

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particular teams or at least where when

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the teams also might have been updated

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uh as

2:17

well and uh next let's go to uh

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templates so I'm going to be looking at

2:28

email templates in particular

2:30

but other template types work basically

2:33

the same

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way so I'm clicking on communication

2:38

right here I'm clicking on

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templates and so what's really relevant

2:44

here is this toggle right here of my

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templates vers versus shared with me

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when I click on my templates I'm able to

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see all the templates that I have either

2:56

created myself or that I have copied

3:00

into my account or that my admin is

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copied into my account so we're g to

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talk about some of those lad things

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because creating a new template it's

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very straightforward you just go here to

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hit that create button and we've got

3:12

other arttic or other videos that go

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into the details of creating

3:16

templates but when I go over here to

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shared with me these are going to be the

3:22

templates that my admin has shared with

3:25

me and I can see that there's a folder

3:27

that has been shared with me

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and I can click into that

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folder and see all those templates that

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are in that

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folder so then let's click into one of

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these

3:42

templates and you're going to see right

3:45

up here at the top it says heads up

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you're not the owner of this template

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but you can copy it into your personal

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templates and so what this means is that

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this template in its current state is

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still basically owned by the Admin in

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fact it it is owned by them and what

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that means is that if that admin if the

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admin makes any changes to this template

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they're going to reflect into in what we

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see right here and that's actually a

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good thing like if your admin wants to

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be able to actively manage these things

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and have it have a particular template

4:20

that has been crafted by them that's

4:22

shared into your entire team then that

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is perfect for that scenario but if you

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want to kind of take ownership of this

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and maybe modify it for your for your

4:32

own purposes all you have to do is hit

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that button at the very top there that

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says copy email template into personal

4:39

templates one click and now a copy has

4:43

been made this has not affected the

4:45

original so you're not changing anything

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that belongs to your admin you are free

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to make this

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copy and then addit this template as you

4:54

might

4:56

need so

5:01

hit

5:02

save and there we go I just made this

5:05

copy right here of this email 3 but I go

5:08

into to share it with me into that

5:10

folder and this is still here uh as it

5:13

always has been so the admin can still

5:16

make changes to this you'll still

5:18

receive those changes and then you could

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maybe make a new copy if uh if

5:22

needed also it's important to note that

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just because I might not own these

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templates certainly doesn't mean I can't

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use that's the whole point in sharing

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them so I'm still able to make I'm still

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able to use these templates right here I

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can go over here and hit send and fire

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it off to a contact or to a contact

5:40

list but I but um I just can't make

5:43

changes to it unless I

5:48

first uh copy it into my own uh into my

5:55

templates one other thing I I just want

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to show you here quickly too is in that

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shared with me page you'll see right

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here all teams I'm also able to select

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things that are only shared to certain

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teams from here and you're going to see

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this throughout the

6:14

account all right another thing too just

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like how I was able to copy a a template

6:22

that the admin has shared with me into

6:25

my own templates your admin can

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basically do that too except skipping

6:30

the whole sharing with you process as

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well so um your admin might just simply

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copy something into your account and

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you'll see uh in parentheses kind of

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like what was automatically added to

6:45

these it'll say copy in there so if you

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see something that's been shared with

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you by your admin um or copied into your

6:52

account uh by your admin uh that is

6:56

what's going on there

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so um your admin

7:03

also might allow you to share content

7:07

with the teams that you're

7:10

on and uh so this is great for

7:13

collaboration and it'll work exactly the

7:16

same way as if your admin had been

7:18

sharing things with you and let's uh

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let's do that with one of these right

7:23

here so I'm going to hit that little

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check box next to the email template go

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up to where it says one

7:31

selected and I'm going to hit share with

7:35

teams and I've been enabled like I've

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been allowed these teams that I'm on

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have sharing enabled within them so I'm

7:44

going to share this with the marketing

7:45

team I'm going to hit

7:47

okay and we're able to see right here

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shared with marketing team so that's a

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nice visual indicator where I'm able to

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see that this is a template that I'm

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working with that is also visible to the

7:59

entire

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team and you are of course able to turn

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that off as well actually I need to do

8:07

that over I need to go do that from the

8:10

template actually so I'm going to go up

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there edit folders and

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sharing and then I can

8:17

deselect the sharing right

8:21

there and there we go now that is no

8:24

longer shared with the team

8:30

and

8:31

also so as we established templates are

8:36

easily uh shared with teams the same is

8:40

true for Content so things like logos

8:45

maybe that um that are in your that are

8:49

in your account that are usable for

8:51

templates that you might

8:53

make and you're able to get to your

8:55

content now since we're in this

8:57

communication tab content is shown as a

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related item here too but you can also

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navigate to there through the

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library uh tab in the

9:10

sidebar and here we are in

9:14

content and just like with

9:18

templates you're able to see it under it

9:22

has like a my content and also a shared

9:24

with me toggle that you can switch

9:27

between here so I can see that 's an

9:29

image that I've uploaded here as my

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content but I can also go to shared with

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me and I'll be able to see any assets

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that have been shared with me by my

9:44

admin now you're also uh it'll it'll

9:47

work in a very similar way too when

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you're actually

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creating something that's going to be

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creating a communication like an email

9:56

template for instance so we just quickly

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go up here and and open up a new

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email when I click on the insert image

10:04

tab we'll see a very similar

10:07

experience U I'm looking at my images in

10:09

this popup up here and there's that

10:12

image that we were looking at before and

10:14

then I switch over here to shared with

10:17

me and I'm able to see those shared with

10:20

me images too and I can insert them into

10:23

my communications

10:30

um now

10:32

lastly some of your templates some of

10:35

your email templates especially

10:37

might uh use merge tags that show your

10:41

information and actually I'm going to

10:43

load up an email again really quickly

10:45

just to demonstrate this really fast so

10:47

I'm g go to insert merge tag now this is

10:51

like in a case of me creating the

10:53

communication

10:55

but you'll primarily see this in in

10:59

email templates that have been shared

11:00

with you and the idea is that they can

11:03

personalize an email template across

11:05

your entire team and maybe like you know

11:08

insert your first name your last name

11:10

your title and they can they can

11:13

personalize it with your actual

11:14

information in the email that's going to

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be sent out so let's uh just take a look

11:19

here with you know your title and so

11:21

this is what it would look like in that

11:24

template um where it might have some of

11:27

those things that are personalized to

11:29

you and it's that your component of the

11:32

merge tag that

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indicates what this is going to be

11:38

pulling and so what I want to show you

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here is just how to make sure your

11:45

account has this information to grab in

11:48

the first place because if viip Cloud

11:50

doesn't know what your title is and you

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have a merge tag like this in your

11:56

template it's just going to it's not

11:58

going to show anything at all it's just

11:59

going to be a a blank

12:04

title and so you're able to add this

12:08

content by going to settings and then up

12:12

here you got basic

12:13

information and by the way too it's

12:16

quite possible that your account that

12:17

your admin will add all of this stuff

12:19

for you automatically when they create

12:21

your your seat but I just want to show

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this to you because I think it's it's

12:26

relevant um for a for a user with an

12:31

admin that's sharing things with you so

12:34

right here is where this stuff will be

12:36

found now first of all too uh just while

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we're looking at it it's always good to

12:41

make sure your time zone is

12:43

accurate because anything that's

12:45

scheduled is going to be driven off of

12:46

that time

12:48

zone but under basic

12:50

information these fields here are

12:53

primarily used for these pezard merge

12:56

tags especially all this stuff down

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towards the bottom here like your

13:00

LinkedIn your title company website

13:03

anything like that um if you're going to

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be having email templates that have your

13:08

uh that are pulling your information

13:11

this is where it's going to find

13:13

it also your signature it doesn't hurt

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to make sure your signature is accurate

13:19

and is looking the way that you want it

13:21

to that you're going to find under

13:26

communication and then email settings

13:30

it's right up here at the

13:32

top so make sure that your signature is

13:35

looking good

13:36

here and then hit update

13:39

signature and then you can test these

13:42

things too really easily by like anytime

13:45

you're drafting an email there's going

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to be a send test to self

13:50

button and so like right up here for

13:54

instance send test to yourself you click

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on that once and you'll receive a test

13:58

of this

13:59

of the template and it's going to

14:02

merge it's going to merge any any Fields

14:05

there especially fields that are like

14:08

yours like um like what we're talking

14:10

about those will be

14:15

merged all right now moving right

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along so we've talked about templates

14:24

here uh nearing to finish here we're

14:27

going to talk about uh contacts really

14:30

quickly there's not too much to talk

14:32

about here but what I mainly want to

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highlight is and by the way when I say

14:39

contacts it's really going to be any

14:40

kind of CRM items like contacts accounts

14:43

and opportunities they're all going to

14:44

behave the same way we're just going to

14:46

focus on contacts

14:48

here so your account might come loaded

14:52

up with contacts that your admin has

14:55

created for you and of course you can

14:57

import contacts yourself too

15:00

um under my contacts and like any kind

15:04

of table like this in the system where

15:06

it says my this is going to be

15:08

everything that belongs to

15:10

you and uh you also might

15:14

have filter views that are shared with

15:17

you by your admin and uh and so these

15:21

filter views can be

15:23

found just under where it says my

15:25

contacts that drop down right up there

15:28

it's going to display

15:29

uh filter views that your account has

15:31

that your admin has shared with you and

15:33

like in this particular case we got this

15:35

customers uh filter view that's has been

15:37

shared with me by the Admin in this

15:40

account now it's not displaying any

15:42

information here but uh I just want to

15:46

highlight uh that you might have filter

15:49

views that are shared with you by your

15:50

admin uh and these might have rules with

15:53

them kind of like this whereas contact

15:55

type is customer so this might just be

15:58

showing all the customers that are in

16:01

the

16:02

CRM and in these filter views you might

16:05

see contacts that don't belong with you

16:08

that's up to your admin who created the

16:09

filter View and shared it with you they

16:12

these can be just your contacts but

16:15

filtered like down to certain parameters

16:17

like like in this case or they can also

16:20

choose to have it display everybody like

16:22

in a better are in the same team as you

16:25

like in the sales team

16:30

all

16:31

right now

16:35

um yeah actually it looks like I covered

16:37

everything on my list so uh I hope that

16:41

this has been helpful of course always

16:43

feel free to reach out to us for uh for

16:46

any assistance your admin very well

16:49

might be able to help you with things

16:50

especially with like what their

16:51

intentions are behind things but also

16:55

we're happy to help you out directly as

16:58

well so if you're used by anything by

17:00

all means reach out to us we'll be glad

17:03

to help you and this button right down

17:06

here where it says chat with the B Cloud

17:07

success team is a great way to get a

17:10

hold of us the AI bot in that chat

17:14

widget will um we'll be able to give you

17:16

answers 247 polling from our help center

17:20

but after every response that gives you

17:23

there's going to be a button that says

17:24

talk to a human so you're always in

17:27

control whether you're talking with the

17:29

AI bot or if you're talking with a

17:32

person um so great thank you so much