Within Teamwork Desk, you can adjust the user count for your subscription at any time.

Adding or removing users from your subscription requires you to go through the checkout process and update your subscription settings.

⚠️ Archiving agents via the site-level People area will not reduce the user count associated with your subscription. To prevent future charges for deleted agents, you will also need to update your subscription via checkout as outlined below.

Update your subscription user count

🔑 Site administrators can manage subscriptions and update billing information.
  1. Click your profile icon in Teamwork Desk's main navigation menu.
  2. Select Subscription.
  3. Click Change subscription.


     
  4. Review your current plan. Alternative plans and the option to switch between monthly and annual billing are also shown here.
    1. Click Current Plan to stay on your existing price plan (aka you only want to change the number of users).
    2. Click Select on a different plan to switch plans before also changing the number of users.


  5. Update the Users field with the total number of users you want to be included in your subscription going forward. Enter your total team size (both existing and additional users), not just the new users.
    📝 Ex. If you have 8 paid users and want to add 2 more, set your team size to 10. Likewise, if you have 15 users and want to remove 3, set your team size to 12. The same applies to the additional Help Docs sites in your subscription.
  6. Review and update your plan type, billing cycle, and number of additional Help Docs sites as necessary.


     
  7. Click Continue.
  8. Review your card information, contact details, and billing address and update as necessary.
  9. Check the I have a tax number (VAT no) box under the order summary (if applicable). What’s VAT? It’s a type of tax. The United States doesn't have it, so it might not sound familiar.
     
  10. Click Continue.
  11. Review your order summary. 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.
  12. Check the Terms of Service and Privacy Policy box. 


     
  13. Click Purchase Subscription.

When you make adjustments to your existing subscription:
  • At checkout, you are charged (or credited) a prorated amount, for the remainder of the current billing period, for any additions (or reductions) made (paid seats, add-ons, plan changes).
    • Your new subscription total is also listed. That will be your new renewal amount going forward.
  • Your Teamwork Desk site is updated immediately with the selected paid seat count, subscription plan, and corresponding feature set.