Account & billing

Adding team members and managing seats

How seats work on Team, Agency and Perm. Inviting consultants, setting roles, archiving seats.

Last updated

Which plans support multi-seat

Starter
Single seat. No extras.
Solo
Single seat. No extras.
Team
1 included + £39.99/mo plus VAT per extra seat, up to 10 total.
Agency
1 included + £49.99/mo plus VAT per extra seat. No cap.
Perm
1 included + £29.99/mo plus VAT per extra seat.

The team page

Dashboard → Team lists every consultant on your agency, with their role (Admin or Member), seat status (Active or Archived), and their per-consultant capabilities. The "Invite member" button at the top sends a setup-link email.

Team page showing the list of consultants with name, email, role, seat status, and an Invite member button at the top right
Every consultant in one place. Click a row to set capabilities, change role, or archive the seat.

Inviting a consultant

Click "Invite member". Enter their email and pick their role (Admin or Member). They get an invite email with a link to set their password.

Member permissions

Admin members can do everything (billing, settings, all proposals). Member-role consultants are scoped by capability: you can grant edit_proposal_config, edit_tob, manage_clients independently. Defaults to off for new members.

Archiving a seat

Click a member → "Archive". The seat returns to the pool immediately so you stop paying for it. The user's past proposals stay attributed to them historically.