Organisation Admin & Billing
Creating and amending your org's users, settings and subscriptions
By Chris and 1 other2 authors9 articles
Licences and memberships
Setting up and managing your org's license subscriptions
Managing Users for your OrganisationHow to manage your organisation’s users, seats, offices, subscriptions, invoices and exports
Pro and Atlas Licences: Setup and Seat ManagementHow to assign, remove and track Pro and Atlas seats across your organisation
Society Billing, Invoices and PaymentsHow to manage you organisation's Society invoices, payments and reciepts
Society Membership Renewals and Regaining AccessExplainer on how Society membership renewals work
Society Memberships: Joining, Managing and Viewing SeatsJoin Agents Societies, assign or reassign seats, and give colleagues the access they need with ease
Transferring Licences, Memberships and Closing User AccountsHow to transfer seats, licences and owned records safely before closing a user account
Organisation Settings
Configuring your organisations settings preferences
Organisation Settings: Manage Teams
Organisation Settings: Manage Offices
Organisation Settings: Disposals, Requirements, Marketing and Metrics Defaults