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How to assign Team plan to team members

Learn how to assign Team seats to your members and give access to paid features in Tactiq.

Written by Ken

If you've purchased a Team plan and need to assign seats to your team members, follow this guide to help you assign them easily.

Notes:

  • Only admins can assign seats to team members. If you're not an admin and want an upgrade, click Request Upgrade to notify your admin.

  • If you are the only member of the team, a license is assigned to you by default. If your team has more than one member, the team license is not assigned automatically—you need to assign the license manually.

  • If a seat has been purchased but does not appear on your account, contact your Team Admin to assign it. If the issue continues, contact Support for assistance.

Assigning seats to team members

  • Open Team Members in Tactiq. You can also find it in the sidebar under Account & Settings → Team Members.

  • Find the team member in the list you want to upgrade, then click Upgrade to Team next to their name.

That’s it! The team member now has access to Team plan features.

If you need to purchase more team seats, go to Billing in Tactiq.

Consolidate billing for Pro users

  • When a team member is on an individual Pro plan, admins can click Consolidate billing to move them to the Team plan.

  • Go to Team Members and click Consolidate billing next to the member’s name (only visible if they’re on a Pro plan).


Need help? Contact [email protected].

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