Follow these steps to purchase & assign CloudFiles licenses to yourself and your team.
In order to puchase & assign CloudFiles licenses, you need login to your CloudFiles admin account, locate the billing page, choose the plan and number of seats and enter payment information in Stripe. Once your payment has been processed, your licenses would appear in the team section of CloudFiles app. You can invite team members and assign licenses from this page.
Check out detailed steps and screenshots below -
Step 1: Login to CloudFiles as Admin
For non-HubSpot users: Login to CloudFiles App with your admin account.
For HubSpot users: You can directly go to CloudFiles App from your HubSpot account as shown below. Locate the CloudFiles widget in any of the contact / company / deal record.
Step 2: Go to billing
Go to the billing section from the settings option in the left
Step 3: Choose your plan
Choose a plan between Business and Enterprise and choose the number of licenses. You can then select a yearly plan to get 20% off over the monthly prices.
Step 4: Select the number of seats
Choose the number of licenses you'd like to purchase by clicking on the '+' button as highlighted in the image.
Step 5: Enter Credentials in Stripe
Enter your payment credentials and select submit.
Step 6: Invite team & assign licenses
Now, in the CloudFiles settings button, Invite and add your team-mates. Your team will get an email to create an account on CloudFiles. Choose their status as admin or user.
Admins can change licenses, invite more users, add app integrations
Users can upload files, share links and view analytics