Welcome to our Enterprise Administrator FAQ!
In most cases, the articles in the 'Team Plan Admins' collection will answer your questions. However, there are certain nuances in team and plan management that is specific to our Enterprise accounts. Answers to those questions can be found here.
What forms of payment do you accept for Doodle Enterprise?
Enterprise subscriptions can be paid either by credit card (Visa, MasterCard, or American Express), ApplePay or with PayPal. If you wish to pay with ApplePay, make sure you are using Safari as your browser.
Enterprise subscriptions can also be paid by bank transfer or Purchase Order (PO). If you wish to set up a bank transfer payment or request a PO as an Enterprise admin, you can reach out to our sales team here.
Where can I find my Enterprise subscription details and invoices?
From the admin settings, click on 'Subscription' on the left side menu.
Here you can request to make changes to your Enterprise plan, such as the number of subscription seats, payment method, renewal, etc. You will shortly get in touch with our Sales team to adjust your subscription as needed.
You can also check when your Enterprise subscription is up for renewal and change your billing contact information. You can also access and download all your previous invoices.
Enterprise Apps and Integrations
If you have an Enterprise subscription, the owner of your account can enable SSO. If SSO is enabled, it will apply to all members without the members needing to take any action.
Owners and managers can also give/revoke access to the Zoom, Microsoft Teams and Webex integrations.
SSO: Enable all your members to sign in with a single set of credentials. Click 'Enable' to fill out the form for SSO. Our security team will reach out to you shortly after the successful setup. You can disable SSO at any time under this tab as well.
Zoom, Microsoft Teams, and Webex: With Doodle's Zoom/Microsoft Teams/Webex integrations, you can enable a conference link to be added automatically to every meeting that gets booked through Doodle. When you enable this in the admin settings of your organization, every member will be able to connect their Zoom/Microsoft Teams/Webex account to Doodle.
From your admin account settings, click 'Apps & Integrations' on the left side menu.
Add, remove and track Enterprise subscription members
Manage your subscription with ease - add, remove, and track members. Assign admin roles and resend invitations. Access the Members tab now!
If you have an Enterprise subscription, Owners and Managers of your account can add, remove and track current members of the subscription.
Access the member's tab
Add members
Resend invitations to pending members
Remove members
Track members
Assign a member an admin role
Access the Members tab:
Click on your profile in the top right corner to select 'Admin settings'
Click on 'Members' on the left side menu.
Add Members:
Click 'Invite members' in the top right corner.
Write or copy-paste multiple emails into the invitation field
Note: you can import a CVS file with emails of the people you want to add as members. More info here
How to resend invitations to Pending Members
Under 'Pending', you can find the members that you have invited but who have not yet accepted the invitation.
Click on 'Pending'.
Click on three vertical dots next to the member.
Select 're-send invitation'.
If necessary, share this link with your new members to help them become active members.
How to remove Members:
Use the search field to locate the member you want to remove.
Click on the three vertical dots next to the member
Select 'Remove'.
Note: this will not delete the Doodle account of the member, but it will remove their access to the Doodle subscription.
How to track Members:
Click 'Active' to see the users who have accepted the invitation to the subscription.
Click 'Pending' to see the users who have not yet answered the invitation to the subscription.
Click 'All' to see all the users (both active and pending) of the subscription.
How do Enterprise admins assign user roles?
Admins of an Enterprise subscription may assign the following roles:
Group Admin
Manager
Member
Owner
Members:
Any user that is added to the subscription will be assigned as a Member. Please note:
Members do not have access to the admin settings
Members cannot make changes to the subscription, grant permissions, add other members, change roles, see usage reports or set up the subscription branding.
How to add a Member
To add a Member to the subscription, an Owner or a Manager can go to the tab 'Members'.
Click on 'Invite member' at the top of the screen.
Enter the email of the person or people that should be added as Members
Click 'Send invite'
Group Admins:
A Group Admin can access and manage the group for which they have been made Group Admin. Please note:
Only Managers and Owners can create groups and assign the role of Group Admin.
Group Admins can add Members to their group and request usage reports on Group members, but cannot access any other tab in the admin settings.
How to add a Group Admin
To make a Member a Group Admin, an Owner or a Manager can find the user under the tab 'Members'
Click the three vertical dots next to the name of the user
Click 'Change role'
Select 'Group Admin'
Click 'Assign role'
Managers:
Managers can access most sections of the admin settings. Please note:
Managers can add Members, create groups, and assign members roles as Managers and Group Admins.
Managers can also access branding and usage reports.
Managers cannot make changes to security settings or the subscription.
How to add a Manager
To make a Member a Manager, an Owner or another Manager can find the user under the tab 'Members'
Click the three vertical dots next to the name of the user
Click 'Change role'
Select 'Manager'
Click 'Assign role'
Owners:
Owners have full access and can manage all sections of the admin settings.
How to add an Owner
To make a Member an Owner, another Owner can find the user under the tab 'Members'
Click the three vertical dots next to the name of the user
Click 'Change role'
Select 'Owner'
Click 'Assign role'