Connecting Different Business Accounts under One Conversive Account for Centralized Licensing and Billing Management

To meet the needs of businesses with multiple departments, locations, or subsidiaries, Conversive offers a centralized account management system. This feature allows a Master Admin to connect multiple associated accounts, manage licensing, and oversee billing from a single platform. Here's a step-by-step guide to help you manage this process:

Creating an Account and Transferring Users and Credits

Steps to Create Different Business Accounts from Master Account

1. Go to Account Settings

   • Navigate to your account settings from the main menu.

2. Go to Overview

   • View the 'Overview' tab.

3. Click 'Create Account'

   • Select the 'Create Account' option.

4. Add Account Name

   • Enter the desired name for the new account.

5. Add Admin User's Email Address

   • Input the email address of the user who will be the admin of the new account.

6. Verification Process

   • A verification link will be sent to the admin user's email inbox.

   • If the user has not yet verified, the admin can resend the invite by clicking on the three dots next to the user's name and selecting 'Resend Invite'.

     

7. Admin Verification

   • Once the associated admin verifies the account, they will be able to access the associated account.

   • After verification, the Master Admin can transfer credits and users to the associated account.

Transferring Credits

1. Edit Option for Verified Accounts

   • For verified associated accounts, locate the 'Edit' option.

2. Adding Credits

   • Click on 'Edit' and enter the number of credits you wish to transfer from the master account to the associated account.

3. Transferring Credits

   • The specified credits will be transferred to the associated account.

4. Managing Credits

   • The master admin can transfer back unused credits to the master account as needed.

Transferring Users Count

1. Edit Option for Verified Accounts

   • For verified associated accounts, locate the 'Edit' option.

2. Adding Users

   • Click on 'Edit' and enter the number of users you wish to transfer from the master account to the associated account.

3. Transferring Users

   • The specified users will be transferred to the associated account.

4. Managing Users

   • Once users are transferred, the associate account admin can start inviting users.

   • The master admin can transfer back non-allocated users to the master account as needed.

Responsibilities of Admin Users

Responsibilities of Master Admin Users

• Account Creation and Management

  • Responsible for creating and verifying associated accounts.

  • Manage the transfer of credits and users to associated accounts.

  • Resend verification invites when necessary.

• Credit and User Allocation

  • Allocate and transfer credits and users to associated accounts.

  • Retrieve unused credits and non-allocated users back to the master account.

Responsibilities of Associated Account Admin Users

• Account Verification

  • Verify the account using the verification link sent to their email.

• User and Credit Management

  • Manage the credits received from the master account.

  • Invite and manage users within the associated account.

Important Notes

• Ensure that all email addresses are correctly entered to avoid delays in verification.

• Regularly check the status of credits and users to ensure optimal allocation and usage.

• Both master admins and associated account admins should communicate effectively to streamline the transfer and management processes.

For any issues or further assistance, please contact support.