As a group plan subscriber (Team, Business, Custom) you can manage your group from the Collaborators page, as well as share your templates. 

Who has access to this page? 

The primary subscriber to the plan, the folio account that the subscription was purchased under. 

Does that need to change? Contact us if it’s best to move the subscription to someone else or see how to transfer it yourself here.

Adding group members

To add a new member simply:

  • Add their email address 
  • Save

Can’t add members? 

First confirm the email address they used to connect to Folio, or the one the have displayed in their Folio profile. 

  • We were unable to find an account for {email address}

If they don’t have a Folio account, they will first need to create a free one. Have them visit amitree.com and sign-in to create their account. 

  • There is an existing subscription for {email address}

If they are a current paid subscriber, contact support@amitree.com for assistance. 

Removing group members

  • Click on the "REMOVE" button next to the member's email address
  • Confirm you want to remove them

Removing the team members revokes the user's access to premium Folio features. Please note, the account that creates a timeline retains control of the timeline, which cannot be transferred to another account.

Templates

  • Any team member can copy over templates to another member in the same group plan. 
  • Please note, copying over the default Buyer or Listing template will replace the one the recipient already has in place. Custom templates will generate an old and new version. 

 Copy Service Providers and Resources

  • Coming Soon!
  • For now, contact support@amitree.com for assistance to copy them between your team members.

Did this answer your question?