Knoword

Managing Your Team Plan

A Team plan is one of our paid subscriptions that allows one person to manage multiple paid accounts for teachers in a school or district. The main account holder, called the team manager, has the ability to invite and remove team members and adjust the number of licenses (or seats) on the plan. This guide will walk you through the key actions you can take as a team manager.

Contents

Inviting a team member

Each paid license on your team plan is called a seat. You can add a new team member to any open seat.

To invite a new team member:

  1. In your Billing settings page, scroll down to the Manage your team section. This area shows a table of current invitations and members, how many seats are used, and a button to add new team members.
  2. Click Add team member to open a dialog box with some information and an email input.
  3. Enter the email of the teacher you want to invite, then click Send invitation.

The teacher will receive an email with a link to accept the invitation. When they click the link, they will be prompted to log in or create a Knoword account. After they log in, they’ll see a page with a big purple Accept invitation button. Once they click that button, they’ll be added to your team.

You can confirm they’ve been added by checking the Manage your team table in your billing settings. The status next to their email will change from a blue Invited badge to a green Active badge.

Revoking an invitation

If you need to cancel an invitation, you can do so before the person accepts it. In the Manage your team table, click the X on the right side of the row with the blue Invited status badge. Once revoked, the original invitation link will no longer work.

Removing a team member

You can remove a team member at any time.

In your Manage your team table, click the X on the right side of the row with the green Active badge. A dialog box will pop up asking you to confirm the removal.

If you change your mind, you can always invite them back to your team.

Adjusting your team seats

If you’ve filled all the seats on your plan and need to add more team members, you can adjust the number of seats.

  1. In your Billing settings page, click the yellow Manage subscription button at the top.
  2. In the customer portal, click the purple Update subscription button.
  3. Select the new quantity of seats you need.

If you’re increasing the number of seats, you’ll be charged for the difference in cost between your old and new plan. If you’re decreasing seats, you’ll be issued a credit that will be applied to your next invoice.

📝 Note: If you do not see the option to update your subscription, or you need help adjusting your plan, please contact us for assistance.

If you just bought a team plan and you’re not sure where to start, or if anything isn’t making sense, don’t hesitate to reach out to us and we’ll be happy to help sort it all out for you!