How to setup and use Team License

Learn how to set up and manage your uPresenter Team License. Add members, assign roles, and collaborate easily with shared access and controls.

Designed for organizations of all sizes, whether companies, schools, or teams, Team License allows you to manage multiple user licenses under one account. Here's how to get started and make the most of it.

1. Access Team settings

To begin, go to the Teams section under your Profile.

1. Set Up a New Team

Click Create Team. There, you can set up a new team and access two default tabs:

Overview Tab

Displays key information about your team license, including:

• Team Logo: Upload a logo to represent your team.
• Team name: The name displayed for your team across the platform.
• Description: A brief summary of your team or department.
• License Status: Shows whether your team license is active or not.
• Used Seats: Number of assigned licenses vs. total available.
• Credits: Total credits available for your team.
• Credit Limit per Member: Define the number of credits each member is allowed to use, with options to set limits by day, week, month, total usage, or choose no limit at all.
• Billing Period: Indicates monthly or yearly billing.
• Start and End Dates: Duration of your current license term.
• Leave Team: Option to exit the team.

Members Tab

Allows you manage your team with the following tools:

• Invite Members: Send invitations via email or upload a Word/Excel list.
• Status Management:All Members: View member details such as joined date, last active time, credit limits, and rolesInvitations: Track pending invites waiting for acceptanceToggle the Active status to assign or unassign team license access.
• Roles - Assign roles:Owner: Full control, including managing members and settingsAdmin: Can assign, add/remove members and manage Credit Limit per MemberMember: Can access the platform based on team permissions

1. Member Access & Credit Usage

As a member of a team license:

• You’ll get access to the same license level as the team (Free or Pro).
• You can create content, share it with team members if desired.
• You’ll use credits from the shared credit pool, within the limit set by the license owner.

1. Switching Between Teams

If you're a member of multiple teams, you can easily switch by selecting the desired team from the dropdown list. After selecting a team, the Settings option for that team will become available, allowing you to customize its configuration.

Need to Upgrade?

To upgrade to a Pro Plan under the Team License, please contact uLearnBox Support directly via email: support@ulearnbox.com.