Invite Your Fellow Acters to Act Clever

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: Tony Holowitz welcomes users to Act Clever and expresses gratitude for becoming a member of the platform. He emphasizes the importance of sharing the membership link with colleagues and fellow employees within the company. In this tutorial, Tony guides users through the process of inviting co-workers to join Act Clever, set up their individual accounts, and access the platform’s valuable training resources.

  1. Accessing Your Account Area: After logging into your Act Clever account, click on “Account” located in the top right-hand corner. This action will direct you to your account area, where you can manage your subscriptions and other account settings.

  2. Navigating to Sub Accounts: Once inside the account area, locate and click on “Subscriptions.” Here, you will find an option called “Sub Accounts.” Click on “Sub Accounts” to proceed.

  3. Sharing the Membership Link: In the “Sub Accounts” section, you will find a unique URL or link that can be shared with your colleagues. This link enables each person to create their own individual account on Act Clever. Tony suggests two methods for sharing the link: a. Click on the clipboard icon next to the URL to copy it. b. Manually select and copy the entire URL to paste it into an email or messaging platform.

  4. Inviting Colleagues to Sign Up: To invite your colleagues, simply share the membership link with them. Tony advises only sharing the link with people who have a company email address to ensure the authenticity of members and maintain a secure learning environment.

  5. Setting Up Sub Accounts: Each colleague who receives the link can follow it to sign up for Act Clever independently. They will be prompted to create their account, enabling them to track their own training progress, access courses, and manage their learning experience.

  6. Optional: Adding Sub Accounts: If desired, you can manually add a sub account for a colleague. However, Tony suggests letting colleagues sign up on their own for simplicity.

Conclusion: Sharing Act Clever membership with colleagues is a straightforward process that enhances the learning experience for everyone in the company. By inviting co-workers to join the platform and set up their individual sub accounts, each employee can access valuable training resources tailored to their needs. Act Clever offers a user-friendly interface, making it easy for team members to enhance their skills and maximize productivity. If any questions arise during the process, users can reach out to Tony for assistance. Embrace the power of Act Clever, invite your colleagues, and embark on a journey of continuous learning and growth.