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Getting Started: How to create a new team in Shift

  • Updated

Create a new team by opening your Shift account portal and purchasing team licenses from the Teams tab. Once your licenses are available, you can invite team members and manage billing from one place.

Choose your team admin

Your team admin manages your team's billing and account settings.

We recommend choosing someone who uses Shift regularly and can manage subscription and payment updates.

The team admin can:

  • Access the team dashboard.
  • View billing and payment information.
  • Purchase, assign, remove, or replace team licenses.

Create your team

  1. Download Shift Browser from the official Shift website.
  2. Open Quick Settings by clicking the gear icon.Quick Settings.svg
  3. Select Advanced Settings > Accounts
  4. Click Upgrade to Shift or Manage Plan to open your account portal.
  5. Sign in with your Shift account email address and password.
  6. Purchase a subscription if you don't already have one, then close and reopen Shift Browser.
  7. Return to your account portal and open the Teams tab.
  8. Select Purchase and choose the number of licenses you need.
  9. Enter your team members' email addresses.
  10. Click Invite Team Member.
This photo shows the Manage plan option in the Account section of the Advanced Settings

 

Manage your team

After you send your invitations, you can manage your team from the Teams dashboard in your account portal.

From there, you can:

  • View your team members.
  • Manage licenses.
  • Update billing information.

If you need to change your admin later, please reach out to support.


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Have a question that wasn't answered above? Submit a support request to get in touch with our Support team.


 

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