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Showing articles from shift for teams tag

Onboarding for the Admin: how to start a new team

The Shift for Teams Admin is the only one on the team who has the ability to purchase licenses for the team, is the only one who will get receipts for purchases, manage the team's billing and subscription, and is the only one able to view and manage team members in the dashboard. [**Learn more about the difference bet…

How to transfer to a team from individual accounts

Do multiple members of your organization have individually paid Shift accounts? Want a better way to manage and keep track of your team members? Looking for a better way to streamline your expense management and billing? If you answered yes to any of these questions, or ever had a similar sentiment, then Shift for Tea…

Shift for Teams features

Welcome! We're so happy you're considering Shift for your team 😍 Shift for Teams is our enterprise subscription plan, that provides a few additional perks above and beyond Shift Advanced for individuals. With Shift for Teams, you gain access to different roles and permissions, streamlined billing, and an easy-to-use …

Shift for Teams FAQ

## **1. Why Shift for Teams?** Shift for Teams offers all the same features as Shift Advanced, with a few additional perks like unified billing, segregation of duties, and an easy-to- use Teams dashboard that can be used to manage licenses and team members. Shift for Teams makes it much easier to manage licenses and …

Onboarding for team Members: how to join a team

If you've been invited to join a Shift team by your Admin, follow our easy steps below to get started: 1. Download Shift (click [**here**][1]) 2. Check your inbox for an invitation to join your Admin's team. You should get an email from [support@tryshift.com][2] with the subject line "Join your team using Shift t…

What to do if your team member didn't receive the Shift for Teams invite

If your team member hasn't received your invitation to join your team, that could be for a few reasons. Follow our simple troubleshooting steps below: 1. Check that you, as the Admin have followed the correct onboarding steps. **[Read onboarding steps for Admin here][1]** 2. Check that your team member has follow…

How to add a team member to your Shift Team

If you're the team Admin, adding a member to your team is quick and easy. Just follow the simple steps below: 1. Go to Options (lower left) > Settings > Teams > click "Invite your Team" 2. Purchase additional licenses by clicking on "Purchase" and then select the number of additional licenses needed for your team…

Getting Started with Shift for Teams

Whether you're a solo entrepreneur, startup, or a global enterprise, Shift for Teams is the plan for you! A Shift for Teams subscription plan offers all the same features as a Shift Advanced subscription plan for individuals, but with a few additional perks: * View roles and permissions * Unified billing * Easy…

How to share and collaborate using Workspaces

## **Why share a Workspace?** Workspaces are a great way to provide added organization and structure to your own setup and those you share them with! Shared Workspaces are especially powerful in a [**Team setting**][1], where multiple members of your organization are using Shift. Use Workspaces as a central place whe…

What is the difference between free and paid plans in Shift?

Check out the handy summary below that highlights the differences between Free (Basic), and Paid (Advanced/Teams) subscriptions in Shift. > **Check our latest pricing for each [here.][1]** **Features** ** Free ** ** Shift Basic ** **Paid** **Shift Advanced** **Paid** **Shift for Teams** # emails 2 Unlimited…

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