Sharing Credits in Teams
  • 07 Nov 2022
  • 2 Minutes to read

Sharing Credits in Teams


Teams with merged invoicing and a team paying customer can share credits and passes between team members through the paying customer.

Sharing Credits Between Team Members

This setup lets you share all the team paying customer's credits and passes with other team members. The credits and passes team members get from plans are also pooled in the team paying customer's account and made available to everyone in the team.

Credits and passes coming from product purchases or manually added to a team member's account are never shared with other members of team.

You can choose to share and pool one, several, or all types of credits and passes within a team.

This setup limits the team size to 25 team members.

If you have a larger team, we recommend adding all credits to the team paying customer's contract and choosing the Sharing Paying Customer Credits with Team Members setup.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click on the team you want to edit.

  3. Click on the Benefits tab.

  4. Enable the Combine all credits toggle.

  5. Enable the Share... toggles based on the benefits you want to see shared within the team.

Teams_SharingTPCMembers

  1. Click the Save Changes button.

All the relevant credits are now shared within the team. Any team member will be able to use the credits shared within the team.


Sharing Paying Customer Credits with Team Members

This setup lets you share the team paying customer's credits with all members of the team. This applies to products purchased by the team paying customer and any credits that were manually added to their account.

All the credits and passes available in each team member's account remains in their own.

For example, a team of three has a paying member with 10 hours of booking credit in their account.

Each member of the team will have access to the 10 hours of booking credit once they run out of valid credit through their own plans and purchases.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click on the team you want to edit.

  3. Click on the Benefits tab.

  4. Enable the Share... toggles based on the paying customer's benefits you want to see shared within the team.

Teams_SharingTPC

  1. Click the Save Changes button.

All the relevant credits and passes in the team paying customer's account are now shared within the team. Any team member will be able to use the paying customer's credits once they run out of their own.


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