Plan Administration Overview
The plan administration page allows you to manage the users in your plans. Please note that a user does not have to be
on a pay plan in order to collaborate with you (they can be on the Free Plan). A user on a pay plan gets to take
advantage of premium features such as shared file storage space, time-tracking, reports, and custom site branding.
There are two main types of plans: group plans and per-user plans.
Group Plans
If you are in a group plan, all you need to do is select the team members that you want to include in your group plan and click [Update].
Per-User Plans
If you are on the Basic or Plus Plan, you can consolidate the payments for other users on individual plans using this page.
Check the boxes for the users whose plans you want to pay for. All selected users will be charged on your
credit card monthly at the beginning of each billing period.
You can upgrade selected users to higher plans but you will not be able to downgrade users to plans
lower than their original plans. You will be charged immediately for any plan upgrades (such as selecting
a higher plan for an administered user or adding a user on the Free Plan to your plan).
Frequently Asked Questions
• I want to add a team member to my group plan but he/she is not in the users list. Why not?I want to add a team member to my group plan but he/she is not in the users list. Why not?
If you are the plan administrator for your group plan, you will be able to manage which team members are in your
plan from the "Plan Administration" page. A team member will appear in the "Plan Administration" users list if either:
1. They belong to a team that you (the plan administrator) belong to.
2. They belong to a team that has been designated a company team.
The most common reason why a team member is not appearing in the users list is that the team member has been invited to a team
that has not been designated a company team. This can happen if you have team members who created additional teams that you
were not invited to. When you signed up for a group plan and created a company, all the teams you created were automatically
designated as company teams. Your team members will need to edit the teams they created and make sure that they are
also desiginated company teams. Once this is done, all team members on those teams will also appear in the users list.
Per-User Plan Administration
- Check the boxes for the users whose plans you want to pay for.
- The name of the users in your teams are listed in this column. Only users who are not plan administrators themselves are included.
- The users' current plans are shown in this column.
- If you have added a user to your plan (by checking the checkbox for the row), a selection box allowing you to select the plan for the user will be shown. You will not be able to select a plan below the user's original plan, but you can upgrade the user to a better plan.
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- The costs for the selected plans are shown in this column.
- Click the [view] link to view the payment history for the user. Only the payments you made for the user will be shown in the payment history.
- The total amount that will be charged to your credit card each month is shown here. This is the total of all the plans you are administering including your own plan.
- Click the [Update] button to save your changes. You will be asked to confirm any immediate charges for plan upgrades (such as adding a user on the Free Plan to your plan).
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