Managing Seats and Users in Your Account

Understanding How Seats Work

Here's what you need to know: seats control your billing, users fill those seats. Think of it like buying tickets to a show—you pay for the seats whether someone sits in them or not.

• Add/remove seats = your bill changes
• Add/remove users = your bill stays the same (as long as you have available seats)

This trips people up. Removing a user doesn't reduce your bill—you need to actually remove the seat.

Adding Seats

Quick Way: Just Add a User The easiest approach? Invite someone new. If you don't have empty seats, we'll automatically add one and update your billing.

Manual Way: Through Settings Want to add seats first, then invite users later?

1. Go to Settings in your left menu
2. Click Billing
3. Scroll to your current seat count
4. Hit Manage Seats
5. Pick your new total from the dropdown
6. Check the pricing update
7. Click Update and confirm

Your billing changes right away. Now you've got empty seats ready for new team members.

Removing Seats

Important: You can only remove empty seats. Got users in the seats you want to cut? Remove the users first.

Step 1: Remove Users (If Needed)

1. Go to Settings → Team (or Users)
2. Find the person you want to remove
3. Click Remove User or Delete
4. Confirm the removal

What Gets Deleted:

• All their signature boxes
• Their access to signed documents
• Their user data
• Everything they've created

This is permanent. Make sure you really want them gone.

Step 2: Remove the Seats

1. Go to Settings → Billing
2. Click Manage Seats
3. Lower your seat count in the dropdown
4. See your credits at the bottom
5. Click Update and confirm

Your bill drops immediately. Credits show up on your next invoice.

Adding Users to Existing Seats

Got empty seats? Here's how to fill them:

1. Go to Settings → Team (or Users)
2. Click Invite User or Add Team Member
3. Enter their email address
4. Choose their permission level
5. Send the invitation

They'll get an email to join your account. No billing changes since you're using existing seats.

Managing User Permissions

Permission Levels:

• Admin: Full account control, billing access
• User: Create and edit documents, limited settings
• Viewer: Read-only access to shared documents

Changing Permissions:

1. Go to Settings → Team
2. Find the user
3. Click their current permission level
4. Select the new level
5. Changes take effect immediately

Common Scenarios

Growing Your Team

• Option 1: Add seats first, then invite users
• Option 2: Just invite users and let seats auto-add

Someone Leaves

• Remove the user to free up the seat
• Then remove the seat to reduce billing
• Or keep the seat for the next hire

Changing Roles

• Update user permissions anytime
• No need to remove and re-add them

Seasonal Team Changes

• Add seats for busy periods
• Remove them (and users) when things slow down
• Plan ahead since removing users is permanent

Billing Impact Breakdown

Your Bill Goes Up When:

• You add seats
• Auto-seats get added with new users

Your Bill Goes Down When:

• You remove seats
• You get credits for unused time

Your Bill Stays the Same When:

• You add users to existing seats
• You remove users (but keep their seats)
• You change user permissions

Quick Tips

Monitor Your Seats Check your team page regularly. No point paying for empty seats month after month.

Plan Ahead Hiring soon? Add seats early. Someone leaving? Decide if you want to keep their seat for the next person.

Understand the Flow Seats → Users → Permissions. You buy seats, fill them with users, then set what those users can do.

Be Careful with Removals Removing users deletes their work permanently. Make sure you've backed up anything important.

Need Help?

Confused about seats vs users? Our support team can walk you through your specific situation and help you get the right setup for your team.