Sharing Minutes Between Accounts

Learn how to share billable minutes between accounts

Follow the steps below if you want to share billable minutes between multiple accounts.

There are two prerequisites for sharing minutes:

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

  • If you intend on manually sharing minutes between multiple accounts, you’ll need more than one web browser (Chrome, Safari, Firefox, Edge, etc) installed on your computer so that you can log in to both accounts simultaneously.

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


Sharing minutes

When you first login to Wordly, you’ll automatically start on the Dashboard:

Wordly’s Dashboard

  1. Move the mouse cursor to the left side of the screen

  2. Click on Accounts ( Accounts nav button ):

    Navigating to the Accounts page

  3. From the Accounts page, click on + Add Account ( Add Account button ) in the top right corner:

    Accounts page

    This will open up the Add Account window:

    Accounts page

  4. Enter a Title and Description for the pre-existing account you want to share minutes with.

  5. Click Save ( Save button ) when ready.

  6. With the account added, click Transfer Minutes ( Transfer minutes button ) in the top right corner. This will open up the Transfer Minutes window:

    Transfer minutes

  7. In the From Account dropdown, choose your current account if it’s not already selected.

  8. In the To Account dropdown, choose the pre-existing account you just added in step 5.

  9. In the Minutes Dropdown, enter the number of minutes that you want to share and click Transfer ( Transfer button ).

  10. Click Share ( Share minutes button ) to open the Share Account window:

    Share window

  11. In the Share Account window, enter the email address associated with the pre-existing account you want to share minutes with, and click Share ( Share minutes button ).

    If successful, you’ll see that the account has been sent an invitation to share minutes:

    Account with shared minutes

    • Click the edit button ( Share minutes button ) to edit the account information.

    • Click the white trashcan button ( Share minutes button ) to delete the account.

    • Click the book button ( Share minutes button ) to go to the Transactions page.

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

    • Click the send icon button ( Share minutes button ) to send another invitation to the account.

    • Click the black trashcan button ( Share minutes button ) to cancel the invitation.

  12. Open up your alternative web browser (Chrome, Safari, Firefox, Edge, etc) and log in to the account you shared minutes with. You’ll automatically start on the Wordly Dashboard:

    • Also Note the bell icon the top right corner of the screen, indicating you have a new alert.

      Alternate account with an alert

  13. Click the bell icon to open the Alerts page and see the invitation:

    Invite

  14. Click Accept ( Accept button ), and then Yes on the following confirmation dialogue box:

    Accept Invite

  15. In the following window, click the Resolved check box to close the issue and remove the alert from the account:

    Accept Invite

  16. You’ve now successfully shared minutes between accounts. Return to the Dashboard to see your updated minutes on the left side of the screen. In the example below, there are now 2827 minutes available.

    Updated minutes on the dashboard