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How to transfer to a team from individual accounts

Faye
Faye
  • Updated

Do people in your organization have their own paid Shift accounts? Are you looking for an easier way to manage team members and billing? Shift for Teams might be just what you need! 🎉

What is Shift for Teams?
Shift for Teams is perfect for groups. It gives you all the features of Shift Advanced but adds cool extras like:

  • One simple bill for everyone.
  • One Admin to organize and manage your team licenses and members.

How to transfer or switch over to a Shift for Teams subscription

If you'd like to consolidate your members into a single Teams license, do the following:

  1. Choose an Admin: Pick someone to manage the Teams account. If they don’t already have a paid Shift account, buy one for them. Learn about the difference between the Admin and regular member here.
  2. Set Up the Team: 
    1. The Admin should go to:
      • Options (lower left corner) → Settings → Teams → Click Invite Your Team.
    2. Buy the number of seats you need for the team (don’t forget, the Admin counts as one).
  3. Invite Members:

    • Add your team members’ emails to the seats you bought. Make sure these emails match the ones they use for their individual Shift accounts.
    • Each person will get an email invite to join the team. They just need to click the link! Learn more about that here.
  4. Refunds for Individual Accounts:
    If team members already paid for their own Shift accounts, we’ll refund them for the remaining time! Here’s how:
    • Each member can contact Shift Support here and let us know they joined a team.
    • Or, one person can email us with:
      • The Primary Shift Account emails for everyone who needs a refund.
      • Proof of payment for each account (like a copy of the invoice or the last 4 digits of the card used).

And that’s it—you’re all set! 🚀


What's Next?

Check out our "Shift for Teams" Use Case section for real examples of how Teams users are getting the most out of Shift.

Learn more about getting started with Shift for Teams, here.

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