Some tools on the platform are based on the business unit (website, social dashboard, review management, etc.), and some are based on the user (CRM, cloud storage, email/calendar, etc.). When adding tools, it's important to know what business unit or user you're adding the tool to. Luckily, the platform makes that simple!
Adding tools to a business:
There are two ways to add tools to a business. Tools can either be added in bulk through the user/business management system (refer to step 2 for how that works). They can also be added one at a time through the tool link itself. Click on the tool in the left hand menu to open the tool, see some information on what that tool does, watch a video, and purchase the tool.
Once you purchase a tool, the system goes to work connecting it to other tools on the platform that you may have activated. Due to this setup, it can take a bit of time before your tool is available. Typically less than 2 hours.
Adding tools to a user:
Tools like the CRM, cloud storage, email/calendar, etc. are purchased at the user level. If you are purchasing the tool for yourself, you can simply click the link in the left hand menu for that tool and walk through the purchase process. Once again, the tool may take up to 2 hours to be activated and available for use.
If you are purchasing the tool on behalf of an employee or client, you can find the purchase system in the User/Business Management system under the gear icon in the upper right-hand corner.
Make sure you are on the "User" view, and search for the user you would like to activate a tool for.
Click the "Edit" link by the name of that user, and purchase the tool for that user right through the interface. That's it, there tool will be activated and ready for use shortly!