NerdyTags Business
NerdyTags Business: team workspaces, client profiles, branding, SSO and billing.
- Getting started with NerdyTags BusinessWhat NerdyTags Business is, what it costs, how to sign up and sign in, and how seats and profiles are counted.
- Inviting team members and choosing rolesInvite teammates to your NerdyTags Business organization, choose their role, pick the profiles they can access and add them to groups.
- Roles and permissions in NerdyTags BusinessSee what each built-in role can do in NerdyTags Business, how organization and profile permissions differ, and how to make custom roles.
- Organizing your team with groupsUse groups in NerdyTags Business to sort your team into regions, offices or departments and give each team its own profiles.
- Creating and managing company profilesCreate, duplicate and edit profiles owned by your organization, and transfer, delete or stop managing profiles from the Profiles page.
- Managing client profiles with join codesUse a join code to manage a client's existing NerdyTags profile with their permission. Create, share and revoke codes.
- Analytics, leads and inbox in NerdyTags BusinessCompare views and clicks across company profiles, collect subscribers and form submissions in Leads, and reply to messages as a profile.
- Using the AI assistant in NerdyTags BusinessTurn on the NerdyTags Business AI assistant, set its tone and house style, and see where your team gets suggestions.
- Branding your portal and adding a portal domainAdd your logo, colors and sign-in message to the NerdyTags Business portal, and run it on your own subdomain like portal.yourcompany.com.
- Setting up single sign-onLet your team sign in to NerdyTags Business through your company identity provider over OpenID Connect or SAML 2.0.
- Company tracking and integrationsAdd company-wide Google Analytics and Meta Pixel IDs, and send subscribers and form submissions from your company profiles to Mailchimp or Google Sheets.
- Business billing and seatsAdd or remove NerdyTags Business seats, update your payment method, find invoices and see what happens if you cancel.
- Using the audit logSee every change made in your NerdyTags Business organization, who made it, when and from where, and filter by type of change.
- Sending leads to Zapier, Make and other apps with webhooksSend new subscribers and form submissions from NerdyTags Business to Zapier, Make, n8n or any app that accepts webhooks.
- Connecting HighLevel to NerdyTags BusinessSend NerdyTags Business leads to HighLevel as contacts, with tags, notes and optional pipeline opportunities. Coming soon.
- Connecting Asana to NerdyTags BusinessCreate an Asana follow-up task for each new NerdyTags Business subscriber or form submission. Coming soon.
- Giving team members a company profile in the NerdyTags appLet a team member open company profiles in their regular NerdyTags dashboard and mobile app, alongside their own profiles.
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