Use this to bring a rep or a manager onto your team, change their role, or take a seat back.
- In the sidebar under Settings, open Billing and seats.
- Choose Add a seat. Type their Work email, pick the Role, then choose Add a seat and invite.
- They get an invite email and join when they sign in with that address. An open invite holds a seat.
- To cancel an invite that was not used, choose Withdraw next to it.
- To change someone's role, change it on their row under Seats.
- To pause someone's access, choose Disable seat. Enable seat brings it back.
- To remove someone, choose Delete member. They are emailed, and you can choose Cancel deletion until the date shown. The sits they recorded stay with your company under "Former rep".
The same page shows Recording hours and AI this month: what your company has used of its monthly hours and its AI allowance. To change your plan, choose Change plan.
If it does not work
- The seat was not added: every seat is taken. Choose Change plan to add seats, or withdraw an unused invite.
- The person did not get the email: check the address, withdraw the invite and add it again.
Still stuck? Open Help and choose Talk to a person.