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Society Membership

Setting up new users, transferring seats, renewals and getting current user lists

K
Written by Katherine Calvert
Updated over 3 months ago


Our company isn’t on Kato or Agents Society yet - how do we set up an account and get access to the Society?

Just contact our Support Team and we’ll create an account for your organisation. email billing@kato.app or call 0203 772 8898.

How do I join a Society when my company doesn’t have any members yet?

Ensure that your Organisation Admin purchases a membership seat for you through the organisation settings. Once the membership is purchased, your application will be reviewed by the Society Committee. If approved, you will be granted access.

How do I join a Society if my company already has members?

Simply contact your Organisation Admin. They can create your user profile, purchase your Society membership, and assign you a seat.

Once the membership is activated, it will require committee approval before it becomes active. Your Organisation Admin will handle this process, ensuring you are able to contribute effectively.

How can I renew my Society Membership?

Ahead of the new billing year (1st April), reach out to your Organisation Admin to confirm or renew your membership. This ensures invoices are issued correctly on 1st April with the right number of society seats.

Can I transfer my membership to someone else?

Yes - your Organisation Admin can transfer your society membership seat to another user. Since the seat is already paid for, it will remain valid for your organisation for the rest of the year.Additionally, seats can be reassigned multiple times throughout the year, ensuring optimal utilization based on team changes or requirements.

How do I see who the invoice covers?

Invoices no longer list individual users, as Society memberships are now managed as seats at the organisation level rather than tied to specific people. This gives you the flexibility to assign or swap memberships between users whenever you need. Membership seats refer to a specific number of users assigned to a society membership, such as 5 seats allowing 5 active users. These seats are flexible and can be reassigned to adapt to organisational needs during the membership period.

How can I see who currently has Society memberships?

Your Organisation Admin can view this directly in the app and download a full society user list if needed. To check:
Go to the 3 dots next to their name (bottom left) → Organisation SettingsSociety tab → select the Society at the top → Download if required.

For Pro go to the 3 dots next to their name (bottom left) → Organisation SettingsUsers tab → Pro Users at the top → Download if required

Can you send an email to Society members on my behalf?

We can send around a new member update to the members of your society to let them know you have joined. Just let us know what you'd like the message to say and we will send you a draft to approve.

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