Verify Sending Domain for Email NotificationsVerification of the domain for email notifications ensures that emails get delivered in the inbox, not in the spam folder of recipients. Automizely provides CNAME entries for domain verification so that you can use your business email IDs to build a unique brand experience.
👨💻 Steps to verify your domain
Go to the ‘SendPopular
Invite members to your organizationAutomizely enables you to collaborate with multiple members easily. You can add members to an organization and assign role-based access to them. Two roles have been defined:
Owner: only the organization owner can invite members and transfer ownership
Member: can access the product data and manage connections. Will have read-only access to the Members page
How does a user become a member?
Once an invitation is sent, the user receives an email with the invitation link at the emaFew readers
Delete an organizationOnce an organization is deleted, all the data linked to it will be removed permanently. Before removing an organization, select the correct one from the drop-down list.
⛔ Delete an organization
Go to Organization settings Delete organization Type “REMOVE” Remove organizationFew readers
Transfer ownershipThe owner of an organization has the authority to transfer ownership. Ownership can be transferred only to an organization member. Once transferred, your role will be changed to Member.
🔧 Change organization owner
Go to Organization settings Members Edit Transfer Ownership Select member Next Type “CONFIRM”
Send an invitation (https://help.automizely.com/hc/en-us/articles/360045943134-Invite-mFew readers
Install Automizely apps in ShopifyYou can connect one organization with multiple Shopify stores. Automizely apps, however, can be installed in the same organization. To understand this better:
Suppose you connect two stores, A and B, to Organization1
Now, you have to install the Returns Center app in store A. AfterShip app is, however, already installed
Then, Returns Center app will be added to Organization1
📥 Install Automizely apps
Login to Shopify Apps Visit the Shopify app store Search foFew readers
Manage Organization seatsInvite members to your organization and simplify the data management process across multiple organizations. Before inviting members, you need to add seats to your organization. The addition of seats will take effect immediately. Removal of seats will be effective at the start of the next billing cycle.
👥 Add seats
Go to Organization settings (https://organization.automizely.com/brand-settFew readers
Create an organizationYou can now create multiple organizations under a single Automizely account. This feature makes collaborating with multiple members across different organizations easier. Each organization works separately and has its own Settings, Products, and Connections.
👥 Create a new organization
Create an organization Enter required details Create
A single account can have up to 10 organizations, to add more contact us (https://www.autoFew readers
Introduction to multi-organization featuresAutomizely supports the creation and management of multiple organizations with a single account. Some of the key benefits are:
Streamline operations across multiple organizations
Improved data management and security
Collaboration with members across different organizations
Seamless management of multiple organizations
✔ Independent implementation
Each organization works separately and has its own Products, Connections, and Billing settings. For each product inFew readers
Troubleshoot new store/ marketplace connection issuesIf you are facing issues connecting a store or marketplace to any of Automizely’s products, please follow the steps below,
1. Check out our help center resources
Automizely Marketing Help Center offers detailed and descriptive step-by-step instructional articles for each of our store or marketplace connections on how to connect to our apps along with quick video tutorials for easy integration. Refer to these articles and guides in case you arFew readers
How to Enable Two-Factor Authentication for Stringent Account SecurityIn this internet-driven era, each individual feels the whole world is on their fingertip because you can perform many crucial tasks right from your comfort zone. Unfortunately, there’s a dark side as well, which could result in mammoth financial loss, put your brand image in jeopardy, and so on. Yes, it’s a double-edged sword!
To prevent data breaches, we offer a two-factor authentication option to all users. It adds an extra layer of security and ensures stringent account security.
How to Get Extra Info Printed On the InvoicesHaving transparency with respect to billing is significant for healthy and long-term relationships. It gives an amazing feeling when all your invoices are well-detailed, because it enables your accounts teams to maintain all the records with high precision and also prevents monetary-related quarrels.
We understand this, and that’s why we let our users mention extra information, which they want to be printed on the invoices.
Steps to get extra info added to your invoices
Go to tFew readers