To manage team access effectively, it's essential to understand how user seats are billed and adjusted. This article explains the process for adding user seats, how billing is handled, and who has the authority to make changes to your subscription.
User seat billing
Each user seat in your account is billed as part of your subscription.
If you need to add user seats beyond your current limit during an active billing cycle, these additional seats will be charged at a prorated rate for the remainder of the cycle.
Admins are responsible for managing billing adjustments, including purchasing additional user seats.
Add user seats
Admin Access Required:
Only Admins can make changes to the user seat count. To do this:Go to the Billing section in the Portal.
Update the seat count to accommodate your needs.
Team Editor Restrictions:
Team Editors are limited to adding or editing users within the current seat limit.Warning
If the seat limit is exceeded, Team Editors must contact an Admin to update the subscription.
To learn how to add a user, see Adding a User.
Purchase and manage external submission packages
External submission packages are used to handle external or anonymous submissions made from web forms.
Once a package is fully used, the system will automatically charge the card on file to renew the same package.
Customizing External Submission Packages
You can modify your external submission package at any time to meet your needs:
Upgrade to a larger package for more capacity.
Downgrade to a smaller package if fewer submissions are required.
All package changes can be managed in the Billing section of the Portal. To learn more about external submission add-ons, see Add-on Features.