Team administration

How to manage your team admin account

The team administrator is the person that created the team account, added payment details and invited teammates to the account.

The team administrator can:

• Add / remove teammates from the team account
• Update payment details
• View invoices
• Change the team's name
• Cancel the team subscription

You can find all these options from the settings panel under the Workflowy for Teams section.

 

How to add / remove teammates

1. Open the setting panel
2. Under the Workflowy for Teams section, click the Manage your team button.
3. From here either copy the invite link to share with people you want to invite to the team or click on the Member button of a teammate to view the remove option.

When a teammate has accepted your invite they will be added to the Members list.

Update payment details

1. Open the setting panel
2. Under the Workflowy for Teams section, click the Change payment method button.
3. From here you can input the new card details.

View invoices

1. Open the setting panel
2. Under the Workflowy for Teams section, click the View invoices button

Change the team's name

1. Open the setting panel
2. Under the Workflowy for Teams section, click the Manage your team button
3. Update the team name, it will auto-save

Cancel the team subscription

Cancelling your team subscription removes everyone from the team and everyone on the team is downgraded to the free subscription tier.

1. Open the setting panel
2. Under the Workflowy for Teams section, click the Cancel membership button
3. You will see a popup asking for feedback (this is optional but we would really appreciate it)
4. Click on Yes, cancel it