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With the launch of the new multi-account feature, Connectif accounts have become Stores within an Organization. This new feature allows you to group all the stores you want under the same organization.
In this article you’ll learn how this new feature is laid out, to help make your day-to-day work more agile.
Most of the Connectif sections in which you work every day (Contacts, Workflows, Content, etc.) remain as before, they have not been changed.
How does Connectif's multi-store, multi-user system work?
Thanks to the multi-store system, you can group all the stores you want under the same Organization. Among other things, this will allow you to quickly switch from one store to another with a single click, easily edit your Organization or Stores, as well as add your team members to your organizations and stores.
You can see all the organizations and stores you're a part of in the new Organization and Store selector found in the main menu of your Connectif account.
1. Organizations
Organizations in Connectif are displayed at the top level of the selector. Below them you’ll find the different stores that are part of an organization.
If you’re an administrator of an Organization, you can access its settings via the button (Organization Settings), which you’ll find within the organizations and stores selector.
Learn how to set up and manage your organizations in this article.
2. Shops
Stores in Connectif are always located within an organization as all stores must belong to an organization. You can locate them easily in the organization and store selector.
If you’re a Store administrator, you can access its settings via the (Store, Settings) button, which you’ll find in the selector.
Learn how to set up and manage your stores in this article.
3. Members
With the new multi-store, multi-user system, Connectif members will need to have an assigned role within both an organization and a store.
You can easily add members to an Organization and assign them roles within the Organization Manager.
Learn how to add members and organization roles in this article.
Also, in order for users to access and create campaigns within a Store, you must invite them to the Store via the Store Manager.
Learn how to add members and store roles in this article.
Congratulations!
You’ve reached the end of the tutorial.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Onboarding: Connectif quick-start guide, to learn how to use the platform.
- Open a Support ticket, to get help from our specialists about how to use the platform.
- Initial workflows, to implement your first strategies in your stores.
- Import contacts, to start working with your database.