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How do I add team members to my account?
How do I add team members to my account?

Learn how to manage team members to your account and their transfer quotas.

Eugenia Langen avatar
Written by Eugenia Langen
Updated over a week ago

4. How do I add team members to my account?

If you have a Sheetgo Business plan, you can create your team inside the Sheetgo web app. Once you have created a team, you and your team members can create, manage, and share your workflows using transfer quotas.

If you wish to make changes to your plan in order to create a team, you can see more information in this article: How can I change my plan.

How to add team members to your account

In order to add team members to your account, you must have a Business plan. Here is a step-by-step guide to adding new team members to your license.

  1. Head to the Sheetgo web app.

  2. Click on your profile picture on the bottom-right-hand menu. You should see a team section on your Account page.

    Support page team - 1
  3. Click on Manage team.

  4. Make sure you have an available quota to assign. For example, if you have a plan of 1,500 monthly transfers, you need to have 1,000 or less assigned to yourself in order to add another team member.

    Support page team - 2 - Blurred
  5. Enter the email addresses of your team members in the field labeled Add people. Then, click Add.

    Support page team - 3
  6. Once you have added your team members, you can assign them their transfer quotas using the dropdowns.

    Support page team - 4

  7. Click Save to finish the process.

Please note: Transfers can only be assigned in multiples of 500. It’s important to ensure this minimum quota matches the number of people on your team. For more information, check out our support page on How to assign transfers.​

How to remove team members from your account

Sheetgo makes it easy for you to edit and manage your team. Use the following steps if you need to remove a member from your team.

  1. Open the Sheetgo web app.

  2. Click on your profile picture on the bottom-right-hand menu to head to your Account page.

  3. Under the team section, select Manage team.

  4. Next to the name of the team member you’d like to remove, click on the three dots icon (⋮), then select Remove member.

    Support page team - 5
  5. A warning message will appear asking you to confirm your action. Select Remove to confirm.

    Support page team - 6

Need more help?

Contact us via chat, on our email ([email protected]), or send us a ticket!

Visit our Community for help, tips, tricks, and feedback for Sheetgo.

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