Thinking about implementing Shift across your team to maximize productivity and efficiency?
Shift for Teams is our enterprise subscription plan that offers streamlined billing and easy license management. As a Shift for Teams user, you get all the same benefits that you would as an individual Advanced user (unlimited email accounts, unlimited applications, access to extensions, access to Workspaces), with the additional features of Unified Billing and the Teams Dashboard.
Team roles and permissions 🔒
Every Team account has one Admin. The "Admin" title is automatically given to whoever first starts the Team by purchasing additional licenses and is the team's main point of contact for all account changes and billing-related inquiries. The Admin has access to the Team dashboard and is able to purchase additional licenses as well as assign and unassign purchased licenses as needed.
When a team member is invited by the Admin (through the Team Dashboard) to join Shift, they'll receive an email invite. Upon accepting, they'll unlock Shift's full features and will be able to add unlimited emails, unlimited apps, access extensions, and create Workspaces. Unlike the Admin, Members don't have the ability to purchase licenses or view or manage team members in any way.
Things to note 📒
- There cannot be more than 1 Admin per team
- Each team member has control over their Shift set-up
- The Admin cannot control what email accounts and apps their team members add to Shift (if you'd like an element of control, check out Workspace Sharing Permissions, here.)
|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||❌||✅|
Unified Billing: Each time your annual Shift for Teams subscription renews, or each time you add more team members throughout the year, the Admin will receive an invoice with the consolidated transactions. The annual renewal date is based on the date the Admin first purchased a subscription. The Admin can check the Team's renewal date anytime by heading into the Billing section. How to find your renewal date, here.
Each time an additional license is purchased throughout the year, the amount charged will be prorated based on the length of time between the renewal date. More on pricing, here.
Team Dashboard: This is where the Admin can purchase additional licenses, as well as assign and unassign purchased licenses to team members as needed.
To get to the Team Dashboard, simply click Options > Settings > Teams
For all the ins and outs on how to set up a new team, check out our "Getting Started With Shift for Teams" article.
Check out our "Shift for Teams" Use Case section for case studies on how Teams users are getting the most out of Shift.
Read more about Shift for Teams here.
Check out our privacy and security section here.