Need to add more members but used all your seats? There's an easy way to add more! Go to Settings > Members > hover over the 'i' beside Seats > select 'here'

You will be shown a total price for the seat additions before you hit "Confirm Purchase".

To invite members to your account, go to your Settings > Members to send an email invite. You can invite multiple members at once.

Members who are registered will appear under the "Active" tab on the Members page and users who haven't confirmed their accounts will appear under the "Pending" tab. You can also edit, resend or revoke an invite from the pending tab.

If you're on a paid subscription, you've paid for a user seat for the term of your subscription.

Go to your Settings > Members and locate the member you want to remove. On the right side of your member's name, you'll find more options. Click on more options to Delete Member.

After you select delete member, you'll be prompted to confirm the member removal and reassign any previous conversations and contacts to yourself or another member on your team.

The prompt "Remove Member" prompt will also ask you if you would like to retain or remove the members seat, if you select "remove seat" this permanently adjusts your subscription for one less paid seat.
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Selecting "keep seat" allows you to replace your member with a new one with out occurring any unnecessary charges.

Email addresses can be edited by the account holder under personal settings. Additionally removing a member does not automatically remove their seat, so to replace a member, one can remove an old member but keep their seat.

Regardless of what plan you're on when you add a member you've permanently added a "seat" for any member of your Organization. When you remove a member, you'll select if you want to also remove the seat. If you keep the Seat, you can replace that member with a new one for no additional charge.

Contact us on live chat or send an email to us at [email protected].