Team Management

User Account

Changing your email

To change your email, go to the Settings page next to your drafts. That is where you will be able to change your email address and more information.

Upgrading an individual account

To upgrade an individual account, you will need to create a team space, which can have more members or just you as a member.

Note that upgrading your personal account will not only give you professional access to the team you create or choose, but in your Drafts as well. This means that you will be able to use the premium features in any design in your Drafts or in the team you upgraded through.

Upgrading a team space

To upgrade a team space, you can start a new team page or choose an existing one. To start a new team you can click on Create a Team Space, or to upgrade an existing one you can click on the Upgrade button on the right-hand panel and follow the steps to purchase seats.

Managing a team

Admin Dashboard

The admin dashboard is a central view of your team that is only available for the team owner. The admin dashboard is where the team owner can assign seats, change permission settings, upgrade the team and add more members, remove members, etc.

Seats

Who needs a seat?

Any user who wants to upgrade from the free plan to the professional plan or the enterprise plan needs a seat. A seat, previously called a license, allows the user to take full advantage of Botsociety features and create unlimited designs with unlimited messages.

What happens when you upgrade?

When you upgrade, you and any team members on your team who do not hold a seat are assigned one. This means that all the users’ professional plan is ready to use.

The process for enterprise users is similar, but is done through our Account Management team.

Note that the users who have seats have the capabilities of that plan in the repsectiveteam space and their Drafts. They cannot use the professional seat assigned in one team to work on another team’s designs. On the second team, this user will be considered a free user unless they are upgraded.

Who can upgrade and add/remove seats?

In a free team, anyone can upgrade the team and add or remove seats. This is because that team has an owner, but does not have a professional membership yet. Any of the team members is able to take ownership by upgrading the team or their account in the team, and adding their billing details. By doing this, they will become the new team owners.

In professional teams, the team owner is the one who can add and remove seats. Note that team members can add individuals to the team with Edit access, but unless the team has available seats, the owner will have to approve a new seat being added to the team. The team owner will be notified that a new member was added to the team with an email by our team.

When are seats added?

Seats are added as soon as you add one to your plan, despite the fact that you do not get charged for the new seat until the beginning of the next billing cycle. After you purchase or add a seat, make sure that that seat is assigned to the team member you wanted to upgrade. If the upgrade is happening directly related to a team member being blocked or being the only one without a seat, the seat should be assigned automatically.

What happens if you downgrade?

If you downgrade, so the seats/seats won’t be available anymore, you will revert back to the free plan. That means that the limitations of the free plan will kick in again, and you won’t be able to edit your designs that have over 30 messages.

Billing

You will be charged monthly or yearly according to the plan you choose. Our payment processor assigns the currency United States Dollars or Euros based on your location. It is not possible to change the currency in which you are charged.

You can insert billing details in the checkout page after clicking on Upgrade. If you need to change your billing details, you can check the Settings tab of your team. Your billing details are secure and your team members will not be able to see them.