Creating a company plan

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Creating plans for companies with multiple members.

Company plans are a great way for the company admins to manage their members' plans. If you allow self-sigh-up to a company plan, a company admin can then buy the plan through the Community page and assign the company's members to it.

How to create a company plan:

  1. Login to operator.knowork.co.
  1. Click the Plans tab on the left sidebar.
  1. Then click Manage Plans to go to operator.knowork.co/plans.
  1. Locate and click Create button at the top right corner.
  1. Fill out the Plan Details forms.
  1. Click Allow self sign-up. (Optional)
  1. Fill out the Billing Preferences forms.
  1. Click and fill out the Advanced billing options forms. (Optional)
  1. Choose Space Access for the plan.
  1. Locate the Company Plans card. Then select Enable company plans.
  1. Select the minimum and maximum seat count.
  1. Click Charge per seat. (Optional, the price is charged per seat count)
  1. Locate Add a contract card and select Enable contract. Then fill out the form. (Optional)
  1. After filling out the forms, click Create Plan at the bottom right.
 
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Please note that clicking Allow self sign-up will enable the members to buy the plan through the Community portal.
 

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.