Admin Getting Started

 Step 1: Verify your Email Address.  

Welcome to Owler Max! We are so excited to get you set up and started with your new subscription! First, if you have logged into Owler before with the email address used for your license, you will skip Step 1 and Step 2 as you already have an activated account!  If you are completely new to Owler, you will want to look for an email from [email protected] with the subject “Welcome to Owler!” 

This email will include a link to verify your email address so that we know we have the correct one for your license. Please click Verify Email to get started.

 ** Pro Tip ** Add [email protected] and [email protected] to your email whitelist to ensure you receive all updates and insights from us in the future. 

Step 2: Setting your Password & Tell us about yourself. 

• Once your email is verified we will take you right to Owler.com and ask you to set up a password. Your password must be a minimum of 8 characters, have one uppercase and one lower case letter and include at least one number. 

• Once you have a password and click submit, you will be brought to the “Tell us about yourself” page. This page helps us with customization of your experience as well as helps your users and admin know who you are in the team management dashboard. Please fill in First and last name, your employer (search by website if not already selected) and include your job function, then click Submit.

Step 3a: Connecting Integrations (Hubspot)

** Important ** The user syncing Hubspot MUST be a Hubspot Admin, and their Owler username must match their Hubspot username. Please notify us if the email address for Owler is different from your Hubspot username prior to trying to sync. 

• Once your account is set up, and you load into your newsfeed, you will want to click on Manage Team in the bottom left. (If you do not see manage team, please stop and email your Customer Success Manager to assign you as an admin for your account) 

• Once in your Manage Team, Team Profile, you will see three tabs. Active Members, Subscription, and Integrations. Click on Integrations.

• Here you will see the option to connect to Hubspot.

• To get started please click “Connect”, next to the Hubspot logo.

• A popup will appear prompting you to Login to Hubspot. Please follow the steps and approve access then click finish.

• Once you click finish you will see that the screen now says Sync In Progress. What we are doing is scanning your accounts in Hubspot and matching the website domain to the company profiles we have on Owler.com. This will build the foundation of accounts you have with ours to reflect a match rate as well as indicate which company profiles on Owler.com are already in your CRM. This will block any user from adding a duplicate account from Owler into your CRM.

Step 3b: Connecting Integrations (Slack) 

** Important ** The user syncing Slack MUST be an Admin, and their Owler username must match their Slack username. Please notify us if the email address for Owler is different from your Slack username prior to trying to sync. 

• To get started you will want to click on Manage Team in the bottom left. (If you do not see manage team, please stop and email your Customer Success Manager to assign you as an admin for your account)

• Once in your Manage Team, Team Profile, you will see two tabs. Active Members, and Integrations. Click on Integrations.

• Here you will see the options to connect to Slack.

• To get started please click “Connect” next to the slack logo.

• A popup will appear prompting you to Login into your slack workspace. Please follow the steps and approve access then click finish.

Step 4: Adding, editing, and deleting your Team(s)

• To add users to your assigned licenses you will want to navigate to the Manage Team section on the lower left of your screen.

• Once on your Team Profile page you will see that you are in the Active Members tab. This is where you will be able to assign, edit, and or delete users from your Owler team as well as view metrics around usage and access.

• Each member will show their Last Login date as well as whether the user have synced a list from your CRM.

• To add a new user you will want to click Add Member in the top right corner. This will pop up a small box asking for the User’s email address (This will be their username), their First Name, and their Last Name, and if you would like to assign them as an admin. (Leave box unchecked if you do not want the user to have administrative access)

• Click Create to add a new user. Once the user is created we will send a verify email to their inbox to set up their account and get them started.

• To edit users you can click the pencil icon at the end of each row to update a user’s email address, name, reset their password, or to make them an admin.

• To delete users simply click the trash icon to remove the user from an Owler Max License.