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Team Page

Walkthrough Video

Overview

The Team Page is where admins can manage users, allocate accounts, and create organization-wide templates. It provides visibility into how accounts and credits are being distributed across the team and allows for quick scaling when new reps join.

Organization Statistics (0:10 – 0:48)

At the top of the page, you’ll see key stats about your BirdDog organization: - Total Accounts Purchased – All accounts your org has bought from BirdDog.
- Unallocated Accounts – Accounts not yet assigned to any user (ideally always = 0).
- Total User Seats – The maximum number of users who can join your organization.
- Active Users – Number of team members currently in the system.
- Remaining Seats – How many more users you can invite.

User Management (0:57 – 2:30)

Each user has a row showing: - Name/Email – User identification.
- Allocated Accounts – Accounts assigned by the admin.
- Active Accounts – Accounts the user is actually working.
- Credits Left – Remaining monthly credits for adding/replacing accounts.

Admin Controls:
- Adjust allocated accounts (e.g., reduce from 800 → 400 if underutilized).
- Invite new users: 1. Click Invite New User.
2. Enter their email and assign a starting number of accounts.
3. Decide whether they should inherit organization-wide signals and templates.
4. Click Create. BirdDog will set up the user environment.
5. Use the Send Email button to send login details, guides, and onboarding instructions.

Organization Signals (2:54 – 3:25)

Admins can create and share signal templates for the whole team.
- Create signals just like a normal user would (Does account mention…).
- Assign a title and click Add.
- Apply signals org-wide so every user benefits.
- Adjust priority levels to influence rankings and Farsight recommendations.
- Link signals to email templates for faster outreach.

Email Templates (3:25 – 3:40)

  • Build email templates inside the Team Page for consistent messaging.
  • Each template includes:
  • A title
  • Example email body
  • Template fields for personalization
  • Apply templates to signals for automated suggestions.
  • Tutorials are available inside the platform for deeper guidance.

Summary

The Team Page is the admin hub for managing people and resources in BirdDog.

Key functions:
- Monitor usage – Track allocated vs. active accounts.
- Add or adjust users – Invite new team members and set account limits.
- Distribute signals – Push standardized buying signals to everyone.
- Create email templates – Ensure consistent outbound messaging.

This page ensures your whole team is aligned on what accounts to target and how to engage them.