By default, all Users in the same Account/Team have to be upgraded to the same matching Plan. I.e. If you are planning to add a new team member to your team, take note that they will have to be on the same subscription/paid plan as you.
Additionally, if certain users on your team require fewer access capabilities, they can be designated as Outside Users at the Business Plan rate.
This is most common for teams that have:
- Inside Users on the Business Plan who need to build Products and manage Orders
- Outside Users on the Business Plan who only need to collect Orders without limitation
Outside users can only be placed on the lower plan if they are responsible for covering their own subscription costs.
Limitations
When users are on different Accounts/Teams, it's important to remember that:
- Customer Lists are not shared
- Outside Users cannot manage Invoices for the Showroom
If the users need to have access to these functions, they must be moved to the same Account/Team.
Set up Different Accounts/Teams
You will first need to make sure that users are moved into the correct Accounts/Teams.
To process a transfer of a user, please contact Support.
(For more info, see Move a User from one Team to another.)
Upgrade Users
Once the users are moved into the right places, you can upgrade them on your Subscription page.
See Pay Subscription fee for a User on a different Account/Team for more info.