Your team and seats
Each person who signs in is a seat on your subscription. Managers invite people and choose their plan.
The Team page
In the account menu, choose Team. It lists everyone who signs in to the workspace, the plan each is on, whether they are a manager or a member, and when they last signed in. Only managers can invite people or change a plan; members see the list and ask a manager.
Invite someone
Choose Invite someone
Enter their given and family names and their work email address.
Choose their plan
The product they will use, for example Code Navigator, Code Navigator and Code Captain, or Periscope.
Accept the seat
If the plan has no free seat, tick I accept the charge for one more seat. During the trial, the charge starts when the trial ends.
Send
They get an email to choose their own passphrase. If it does not arrive, choose Resend beside their name.
Someone asking to join
When someone signs up naming your organisation, with an address at your domain or your organisation’s name, they are not given a workspace of their own. Once they confirm their address, the managers get an email and the request waits on the Team page under Asking to join. Approve opens the invitation with their details filled in: choose their plan and, if the plan has no free seat, accept the charge, as for any invitation. Decline tells them they were not added. Nobody is let in until a manager approves.
Managers and members
A manager runs the workspace: the team, billing and set-up. A member works in it. Change someone’s access in the Access column. Keep at least two managers, so the workspace is never locked out when one is away.
Remove someone, or reduce seats
Remove them
On the Team page, choose Remove beside the person and confirm. They can no longer sign in once their current session ends, an invitation they had not accepted is withdrawn, and what they did stays in the workspace under their name. You cannot remove yourself, and a workspace always keeps one manager.
Their seat is given back
The seat they held comes off your subscription, prorated, so you stop paying for it. You can also change the number of people in the billing portal, from the Subscription page.
Still stuck? Email support@healthos.net.au