Company Settings

Batch provides an interface where you can manage all your company settings. It is restricted to Administrate rights.

Manage Team

Adding a Teammate

To add a teammate, click "Manage team" → "Invite user":

The list of your pending invites is greyed out until the user accepts the invite and creates his account. You can delete or resend an invite at any moment.

Managing Permissions

Batch lets you set specific permissions at the user-level to facilitate team collaboration.

There are several permissions you can grant or revoke:

• Administrate: Grants full access to company account (team members, users permissions, etc). Note: an account can have more than one Administrator.

• Review: Grants read-only access to the dashboard. Review users will not be able to create nor edit campaigns.

• App: Grants users rights to edit and manage apps.

• Campaign: Grants users rights to create, edit and delete campaigns.

• Privacy: Grants users rights to manage GDPR settings.

App-level Permissions

To facilitate collaborative work, a user with "Administrate" rights can grant another user access to a group of selected apps. This is useful if you want to make sure specific users cannot access all the apps on the dashboard or if you have multiple projects with separate teams working on each one.

The user will have the same permissions on all the assigned apps. Batch also allows you to grant access permissions from the app on the dashboard.

Troubleshooting

I didn't receive my invite

Here are some suggestions to find the issue:

1. Check your spam folder and look for an email sent by [email protected].

2. Resend the invite: Ask the administrator of Batch account to double-check the email address they used or resend the invite.

3. Validation link: If none of the above work, your manager can send you the confirmation link he will see after inviting you.

I Get "[Email Address] Is Already Registered On Batch.Com"

If one of your teammates already has a Batch account registered with his email address, he needs to contact our support team ([email protected]) with the following information:

• Email address of his first account.

• Email address of the team he wants to join.

We will add him to your team with all the apps he created with his previous account.

Can I Manage Several Accounts With The Same Email Address?

You cannot manage more than one account with the same email address.

If you have a Gmail account or use Google Apps, you can add a "+" at the end of your username to benefit from dynamic alias (e.g. [email protected]).

How Can I Delete My Account?

Just ask us to delete your account at [email protected]. Our team will let you know when it's done.

Company Settings

Company Name

You can edit here the company name that will be displayed in the dashboard of your teammates.

Making 2FA Mandatory

Account administrators can require new and existing teammates to use two-factor authentication (2FA) when they sign into Batch.

Plans & Billing

You will find here all the information related to your plan and billing.

Plan

Batch will display here the current plan for your company.

Invoicing Information

All the information needed on your company to process the invoices: full name, company, VAT number, address, zip code, city and country.

Invoice History

Users on self-service plans can see here all their invoices and download them as pdf files.

GDPR & Privacy

In addition to the ability to request data removal or data access, you can edit all your GDPR-related information from the dashboard.

Company Information

Declare here whether you process or not any EU customer personal data and if you are subject to GDPR constraints. You can also edit the information needed about your company (e.g. company name, address, zip code, city and country) and see the date of the last modification.

Data Protection Officer

Optional - Name/email address of your company's DPO.

Types of Data Collected

List of the data collected with Batch. You can add custom fields if needed.

Data Processing Agreement (DPA)

You can read again the DPA here. Please note the DPA must be accepted to use Batch, unless you declared your company is not subject to GDPR constraints.