Adding team members and managing seats
How seats work on Team, Agency and Perm. Inviting consultants, setting roles, archiving seats.
Category: Account & billing
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Which plans support multi-seat
Item | Detail |
Starter | Single seat. No extras. |
Solo | Single seat. No extras. |
Team | 1 included + £39.99/mo per extra seat, up to 10 total. |
Agency | 1 included + £49.99/mo per extra seat. No cap. |
Perm | 1 included + £29.99/mo per extra seat. |
Inviting a consultant
Settings → Team → "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
Settings → Team → 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.
Updated on: 29/06/2026
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