As a team owner, you have the ability to update/cancel your subscription, update your billing details and manage a team under My Account.
My Account Overview
Through the My Account page, you can easily manage the admin of your team using the Subscription details and Manage a team tab.
This tab allows you to update your billing details, update/cancel your subscription and increase or reduce the number of members in your team.
Manage a team
This tab allows you to invite members to your team, remove members and cancel invitations. Tip - hover over Role under Members to see further information and differences between a team owner and team member.
How do I invite a team member to my team?
As the team owner, you can easily invite a member to your team through the My Account page under the Manage team tab.
Depending on your plan, you’ll see the number of invitations available for your account on the left under Invite Members. To invite a new member, enter their email address and click Send Invites. You can send multiple invites depending on the size of your team and invitations available. Note - team members who have accepted and joined will be displayed under Members on the Manage team page.
How do I add more members?
If the total members in your Teams plan are under five, you can add more members one of two ways:
- In the Manage team page under Send Invites you will see an Increase number of members in plan button. Click on this button to increase your members. Note - this button will not be displayed once you have reached the maximum number of members for your team. Click the Contact Us link instead to reach out to our support team if you would like to increase your team plan to six members or above (Enterprise plan). Or alternatively, click here to get in touch with our support team.
- Go to My Account page and click Change number of members in plan. On the next page, you’ll be presented with a drop-down menu. Choose the number of members for your plan (including yourself).
When you add a member, you’ll see an order summary for your next subscription period, and will be charged for the cost of the additional team member immediately. If you’re happy to proceed, click Confirm. Note - this charge will be a prorated amount. For example, if you increase your seat number in the middle of the month, you’ll only be charged for the remainder of the month or until your next billing period. In your next renewal period, we will charge the full amount for your Teams subscription.
You’ll see the new charge for the additional member under My Account > Tax Invoices. You can now proceed to the Manage team tab to invite a new member to your team! Remember, you’ll be charged immediately.
How do I reduce members?
You can decrease the number of members in your team through your My Account page, under the Subscriptions details tab. Click Change number of members in plan to proceed.
On the next page, you’ll be presented with a drop-down menu, allowing you to choose the number of members for your plan (including yourself). Note - this is the same menu you see when you increase the size of your team.
Under Order Summary, you will see the total charges for your decreased plan. Your plan changes including your new charges will take effect on your next renewal (billing period). Once you’re happy with the changes, click Confirm.
You’ll be presented with a pop-up to remove members from your team. Select member/s to remove by clicking the Remove button. It’s important to remember that the update to your account will happen on your next renewal (billing period). This means members will continue to have access until then. If you wish to remove account access immediately, you can delete the user under the Manage team tab on your My Account page. See How do I remove an existing member and/or cancel an invite? below for further information.
On the My Account page under Manage team tab, you’ll be shown a confirmation message of the team member that you’ve nominated to be removed from the account. You can nominate a different team member by clicking Change nomination.
How do I remove an existing member and/or cancel an invite?
It’s important to note that removing an existing member from your team is different from reducing the number of members. Removing an existing member from your team will immediately stop access and vacate space to invite a new member to your team.
To remove a member from your team, head to the Manage team tab > Members, and click on the trash icon next to the member you want to remove. You will see a pop-up to confirm this action. Please take notice of the warning message, as removing the member from your team will also remove their access to this account and this action cannot be undone. Click Remove to confirm the action. Note - you will need to invite the user again if this action is done in error.
Cancelling an invitation
Cancelling an invitation will cancel an invite sent to a user. To cancel an invitation, in the Manage team tab, under Members, click on the Cancel Invite link. Note - this link will only display when an invitation is pending and it will make the link invalid immediately.
How do I change plans?
To upgrade from a monthly to a yearly plan or downgrade from a yearly to a monthly plan, click the Contact us link under My Account, in the Subscription details tab or click here to contact our support team.
Only the owner of the team can upgrade or downgrade a plan for a Teams account. Any changes will occur on the next renewal (billing period).