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 features and benefits that you would as an individual Advanced user, with additional access to team permissions, Unified Billing, and the Teams Dashboard. Continue reading below for details! 😁
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, and access extensions. Unlike the Admin, Members don't have the ability to purchase licenses or view or manage team members in any way.
- 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
|Ability to add unlimited emails, apps, 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||❌||✅|
A Shift for Teams subscription consolidates all your team members under a single subscription and billing cycle. No more having to share the corporate credit card, approving expenses, or reimbursing your team members for their subscriptions. Anytime additional licenses are purchased throughout the year, they'll be prorated to the team's annual renewal date (more on that here). The annual renewal date is based on the date the Admin's subscription was first created (i.e. the date that the Admin first purchased their own subscription). Anytime an Admin purchases additional licenses, or the team's subscription renews, the Admin receives an invoice. Whatever card is on file will be the one that's charged. The Admin can check the Team's renewal date anytime by heading into the Billing section. How to find your renewal date, here.
The Team Dashboard can be used to quickly and easily manage your team members. The Admin can purchase additional licenses, as well as assign and unassign purchased licenses to team members as needed. To access the team dashboard:
- Go to tryshift.com/account (Admin only)
- Log in with your Primary Shift Account
- Click Teams on the left side panel
- Add and remove members and purchase additional licenses as needed
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.