Who needs a seat, and how do I add one?

Each person who signs in to your team uses a seat. Your clients do not need one. They read reports from email and confirm receipt with a link.

Who uses a seat

• Every member and admin on the team.
• Every invitation that has not been accepted, revoked or expired.

Who does not need a seat

• Clients and anyone else you send reports to.
• Office recipients who get copies of reports by email.

Check your seats

1. Open Settings, then Billing. Seats shows how many you pay for.
2. In Settings, Members, select Invite. The seat line shows how many are used or invited out of your limit.

Add a seat

When the team is full, an invitation shows Your team needs another seat. Upgrade to invite more people. An admin adds seats as described in the article on changing your plan or seats.

Good to know

• The Individual plan has 1 seat. Teams of 2 or more use the Team plan.
• Revoking an unused invitation frees its seat.
• Removing someone from the team frees their seat for someone else.