To add new members to your organization's workspace, you must first purchase a seat license for them and then send an invitation to their email address. Follow the step-by-step instructions below to manage your seats through the administrative dashboard.

Step 1: Purchase Additional Licenses

If you do not have any vacant seat licenses remaining on your account, you will need to add them to your subscription profile:

1. Log in to the online account portal 

2. Click on Teams in the left sidebar menu.

3. Select or enter the number of additional seat licenses you would like to purchase.

4. Review the billing summary and confirm your checkout.

Note: The charge for any additional licenses purchased mid-cycle will be automatically pro-rated for the exact time remaining between your purchase date and your account's next standard annual renewal date.

Step 2: Invite Your Team Members

Once you have verified that your account has available licenses, you can invite your personnel to claim their seats:

1. While inside the Teams tab of the account portal, locate the Invite Team Member section.

2. Enter the primary email address of the team member you wish to invite. Note: If you are inviting multiple individuals, you will need to enter them one at a time.

3. Click Send Invite.

Next Steps for Your Team Members

After you click send, the platform will initiate the onboarding loop for your employees:

• The Email Invitation: Your team members will receive an automated invitation email from support@shift.com containing a secure link to accept their seat.

• Account Activation: To successfully claim the premium license, team members must click the link and log into (or register) a free Shift account using that exact email address. For full setup support, please have your staff review our Shift Account Creation Guide.

What's next?

Check out our Shift for Teams Use Case section for real examples of how Teams users are getting the most out of Shift.