Editing company plans to remove a member from or change the end date of the plan.
- Login to operator.knowork.co.
- Click on the CRM dropdown on the left sidebar. Then click on the Companies tab to go to operator.knowork.co/members/companies.
- Select the needed company. To locate the needed company faster, use the search bar above the list.
- Click the Plan tab on the right sidebar.
- Select the company plan you want to edit and click the three dots at the top right corner of the card. Then click Edit Plan.
- Uncheck the member that you want to remove from the plan for the next billing cycle.
- Select the End Date in the pop-up window and click Remove Member.
- Change the plan's End Date to cancel the plan early or extend it.
- Click Save.
If you have questions, please get in touch with our team at email@example.com. Or click the question mark icon at the bottom right and fill out a ticket.