Editing an active company plan

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Editing company plans to remove a member from or change the end date of the plan.

How to start editing a company plan:

  1. Login to operator.knowork.co.
  1. Click on the CRM dropdown on the left sidebar. Then click on the Companies tab to go to operator.knowork.co/members/companies.
  1. Select the needed company. To locate the needed company faster, use the search bar above the list.
  1. Click the Plan tab on the right sidebar.
  1. 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.

How to remove a member from the company plan:

  1. Uncheck the member that you want to remove from the plan for the next billing cycle.
  1. Select the End Date in the pop-up window and click Remove Member.

How to change the end date of a company plan:

  1. Change the plan's End Date to cancel the plan early or extend it.
  1. Click Save.
 

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.