Plans, payments, and team billing
Move to a Team plan
Elite support2 min readThe quick answer
Choose the current Team offering, confirm owner/capacity and billing, then invite people by exact email. Each teammate retains their own identity and mailbox authorization.
Manage a team workspace
Confirm owner and capacity
Use the Team workspace to review purchased, reserved, active, pending, and available seats. Pending invitations reserve capacity.
Invite the right people
Enter exact addresses and choose permitted initial roles. Each person accepts their own invitation and authorizes their own account.
Check visibility
Members start with their own activity; broader manager/admin access follows the configured role policy.
Review ongoing access
Revoke stale invitations, offboard departed members using the documented retention choice, and review audit history and permitted exports.
IN YOUR WORKSPACE
What it looks like
The Elite workspace brings individual and permitted team activity together.
- Start a task
Create a campaign, record a video, or prepare a signature request.
- Latest activity
Open a message to inspect its recorded events.
- My performance
Review the summary, then open the full report.
