How can I assign out Spiderbook accounts to members of my team?


Assigning accounts in DBSD is easy. Assign the accounts one-by-one in the DBSD UI using the Share/Reassign button:



If you are reassigning an account, note the radio button that must be selected for reassignment:


Also, Admins can use the Download accounts for assignment feature to do it in bulk:

  • Make sure you are viewing the set of accounts that you want to assign.
  • Select Download accounts for assignment in the Download arrow menu in the upper right.
  • Open the downloaded file, enter in the right email address (multiple email addresses can be entered separated by a comma) into column C, and save the file as a CSV.
  • Back in DBSD, use the Upload assigned accounts option in the Upload arrow menu to upload your assigned account file.
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