Within Teamwork CRM, you can update the number of users included in your subscription at any time.
Click your profile icon in the top right of your site and select Settings from the dropdown menu.
In the settings area, select the Subscription tab in the left navigation menu.
In the Subscription area, click the green Update subscription button below the subscription summary to proceed with the checkout process and update your team size.
You will be brought to the checkout page where you can see your plan options and switch between monthly and annual billing.
Click the blue Current Plan button on the Pro plan option proceed to the team size selection and payment.
In the order summary, you can use the Users field on the left to update the number of paid users you want to be included in your subscription.
You will need to enter your total team size (both existing and additional users), not just the new users. For example, if you have 5 users and are looking to add 3 more, you will need to set your team size as 8. If you have 15 users and are looking to remove 3, you will need to set your team size to 12.
Click Continue to proceed to payment.
On the payment details page, you can update your card information, contact details, and billing address. On the right-hand side, you will see a summary of your order as well as options for adding a tax number (if applicable) and selecting a reference for the invoices.
Note: The order summary will detail your new overall subscription total going forward. For the current update to your subscription, you will only be charged/credited for the additional users you are adding or removing.
Click Continue to review and confirm your order. You will be brought to an order confirmation page that displays a summary breakdown of your order on the left.
This summary includes your new subscription total going forward as well as the amount due now which covers the changes currently being made to your subscription. This is the prorated amount that will be charged immediately to cover the remainder of your current billing cycle.
To the right of the order summary, you can:
- Enter a discount code (if applicable).
Click Purchase Subscription to complete the payment.
Note: You can make changes to your subscription at any time. Your site will update immediately to reflect the changes. When adding or removing users from your subscription, payment adjustments to your subscription will be invoiced/credited immediately.
For more information, see: Updating Your Payment Details