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Home > Getting Started > Getting Started with Shift for Teams
Getting Started with Shift for Teams
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Whether you're a solo entrepreneur, startup, or a global enterprise you can use this article to learn how to onboard your team to Shift. Shift for Teams offers an easy way to manage team licenses and provides you with unified billing. No more chasing down your team members' expenses! Shift for Teams also creates a separation of duties between the person managing the Team account and the Members that are part of it. 👨‍👨‍👧‍👦


Shift for Teams Roles and Permissions

Every Shift Team has two roles: Admin and Member. The Admin is the team's main point of contact for all account changed and billing-related inquiries. Members who might have any questions or technical issues are encouraged to reach out to support directly for the most effective service. ✨


Each Team has a single Admin. Multiple Admins is not possible.


Permission/Feature Member Admin
Ability to add unlimited emails, apps, and Workspaces and use extensions for their own setups

Access to Team Dashboard

Ability to purchase and manage Team Members

Is the main point of contact for account changes and billing questions


How to create a new Team in Shift

  1. Determine your Team Admin
  2. Have the Team Admin download and create a new Shift account and upgrade to a paid account
  3. After the Admin has purchased, head into Options (lower-left) > Settings > Teams > click "Invite your Team"
  4. Purchase additional licenses by clicking on "Purchase" and then selecting the number of additional licenses needed for your team members
  5. After purchasing, type in your team member's email, and click "Invite Team Member"

Your team member will receive an invite email from Have your team member(s) click on the blue Join Team button in the email and then fully close and reload their Shift to register the upgrade to your team. More on this here.


Ensure you only send invites to a supported email type i.e. Gmail, GSuite, Outlook or Office 365. Unsupported emails, such as Yahoo, Exchange, or privately hosted emails will not work.


The credit card you used to purchase Shift with initially will be the credit card that gets charged for any additional team licenses you purchase. You can upgrade your credit card information in your Shift Settings. Learn how here.



What's next?

Learn more about Shift for Teams here.


Want a demo? Book a session here.


Need help?

Get in touch with our support team here.

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