Assigning members to a company plan

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Assigning which members will get access to a company plan.

First, make sure you have a company plan purchased. If not, here's how:

  1. Login to your community page.
  1. Hover the mouse cursor on your profile picture.
  1. In the dropdown menu, select either:
      • Account Settings.
      • Membership Plans.
  1. Locate the company plan in the list.
  1. Select the Start Date and click Buy membership.
  1. Select Purchasing for a company in the pop-up window.
  1. Select the number of seats you want. Then click Buy membership.
  1. Complete the checkout process.

Assigning your members to the company plan:

  1. After purchasing the company plan, go to Account Settings.
  1. Select Company Plans and locate the company plan.
  1. Click Edit members. Then click Unassigned card to add members.
  1. In the pop-up window, select the members that you want to invite to the plan. Or invite new members to join your company and the plan.
  1. Click Invite members or Send invitations.
 
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Please note that if you want to remove a member from the plan, click Edit members and then the recycle bin icon near the member's name.
 

If you have questions, please get in touch with our team at help@knowork.co. Or click the question mark icon at the bottom right and fill out a ticket.