Before you begin here’s some important details about the Teams plan:

• There’s a minimum of 2 people to form a team
• Have your Organisation Member’s email handy, otherwise, you can invite members after upgrading
• Contact us if you have more than 20 members for an Enterprise plan

1. Click the circle with your initial > Billing
2. Click Update To Teams
3. Adjust quantity the selector for your team size, then click Upgrade To Teams
   1. If you’re not sure, you can always start with 2 people, and add more seats later
4. Enter your Organisation Name then click Create Organisation
5. Invite your Organisation Members by entering their emails.
   1. For multiple invites, use a separate line per email
6. Click Send Invites or click Skip, I’ll Do This Later

Once complete, an invitation email to join your organisation will be sent to the respective member emails. ❗Note: There will be a pro-rate adjustment to your unused time on the previous plan, and a pro-rate adjustment on the new Teams plan. See Understanding your invoice

Made an error on a member’s invite email?

No problems! Follow these steps:

1. Under Users click the Invitations tab
2. Next to the member invite, click the 3 dots
3. Click Cancel invite > Cancel Invitation
4. Then send a new invite by clicking + Invite Users