Sharing Minutes Between Accounts

You can share billable minutes between multiple Wordly portals. You may want to do this is if you have multiple people within your organization, each accessing Wordly and creating sessions, but drawing minutes from a primary portal that purchased the minutes.

You can:

• Share from your entire pool of purchased minutes and allow multiple portals access to it.
• Divide minutes across separate projects, and allow different portals in your organization limited access to the minutes. 

Prerequisites

• The Wordly accounts you want to share minutes with must already exist.

• If you’re manually sharing minutes between multiple Wordly portals on the same device, you’ll need more than one web browser installed on that device so you can log in to both accounts simultaneously. Example: You would have the first portal open in Google Chrome and the second portal open in Safari.

  • If you attempt to use the same browser to log into another account, Wordly will automatically sign you out of the current active account.

  Caution

  If you attempt to use the same browser to log into another portal on the same device, Wordly will automatically sign you out of the current active portal.

To share all minutes with another portal

1. From the Wordly dashboard, click Accounts from the left side menu.
2. Select the account (or pool of minutes) that you want to share from and click Share.
3. In the Share Account window, enter the email address associated with the pre-existing portal you want to share minutes with, and click Share.

Note: No actual email is sent during this step. This is a verification process to ensure the minutes are going to the correct account.

To share a specified amount of minutes 

1. From the Wordly dashboard, click the Accounts tab.
2. Click + Add Account. 
3. In the Add Account window, enter a title and description for the project you want other pre-created portals to have access to.
4. Click Transfer Minutes. In the From Account menu, make sure that your current account is selected.
5. In the To Account menu, select the new project you just added.
6. In the Minutes menu, enter the number of minutes that you want to share and click Transfer.
7. Click Share.
8. In the Share Account window, enter the email address associated with the pre-existing portal you want to share minutes with, and click Share.

After you share minutes, the account has been sent an invitation to share minutes displays.

Next Steps

The portal you invite to share your minutes with needs to accept this invitation. See .

Make sure that the portal accepting the invitation to share minutes selects the Set as Default checkbox, to ensure that they use minutes from this account for any sessions they create. If they are primarily using Zoom, these minutes will not appear on their dashboard in Zoom unless they check this box.

Return to the dashboard to access your updated minutes. 

Additional Actions

Within the account window in the Accounts menu, you can click:

• The edit button ( ) to edit the account information.

• The white trashcan button ( ) to delete the account.

• The book button ( ) to go to the Transactions page.

• The shopping cart button ( ) to go to the Purchase page and buy more minutes.

• The send icon button ( ) to send another invitation to the account.

• The black trashcan button ( ) to cancel the invitation.