Types of team members
By default, the team payer is the person who set up the team account. This person is the sole payer of the team account bill.
A team administrator is a team member who can edit team-wide permissions, activate and deactivate team members, and grant or remove team admin status to team members. A team admin does not have control over the team's payment information. There can be multiple team admins.
A team member is granted permissions by a team admin.
Can team members be billed separately?
No, the team must pay via a single payer. The person who creates the team is the primary team administrator and payer for team-wide payments.
How do I change the payer?
To change the payment information, go to Settings and scroll down on the left hand side to find Plans & Billing. To change the payer (the point of contact on the backend that shows as responsible for team payment), please email email@example.com.
How can I get an invoice?
Invoices are sent to the primary team administrator's primary email. If your team has lost its invoice, please email firstname.lastname@example.org.
Can my assistant be billed at a lower rate?
All accounts are billed at the same rate.
Can team members have different plans?
All team members must be on the same plan.
When I add a team member, will my next bill automatically reflect that?
Yes. If have an annual subscription, the charge will be prorated.
When I deactivate a team member on an annual subscription, will I receive a prorated refund?
No. You can, however, transfer the inactive seat to a new team member at any time simply by inviting the new team member. The inactive, already-paid seat will automatically convert to an active seat, and you will not be charged for an additional account (seat).
My team already has a subscription with Contactually. When I add a new team member to the account, does that team member get a free trial?
No, because your team is already paying.
How can I deactivate a team member?
You can deactivate team members in Settings under Team and Users. See here.
Deactivating team members
Getting started with Contactually for Teams