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Add or Remove Seats

Overview

Note: Only account owners (or other users with access to Account Settings) can complete this task.

You can add seats to your CMMS quickly and easily, directly in the web app. Although the process is the same, our policy differs slightly depending on your payment method:

  • If you pay by credit card, your account settings are updated immediately, and you'll receive a receipt via email. 
  • If you pay by cheque or EFT, your account settings are updated immediately, and you then have a 15-day grace period to remit payment. If we have not received payment within that timeframe, the users will be removed from your account until payment is made. Any banking charges incurred when adding users are at the customer's expense.

Unlike adding seats, you can't remove seats from within the web app. Instead, contact your Customer Success Representative to remove the seats for you. 

Steps

To add additional seats:

  1. Navigate to Settings > Account Settings.
  2. Click Add Seats.
  3. In the Users field, type the updated number of seats. The web app displays the new price in the yearly cost row.
  4. Click Upgrade

Depending on your payment method, you'll either be charged immediately or have 15 days to remit payment. See the Overview section for more information. 

Example

Want to see it in action? Check out the gif below:

Add_Seat__465KB_.gif

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