Steps on how to upgrade your Sybill plan and add team members to your Sybill account.
As your team grows and your needs evolve, you may find it necessary to upgrade your Sybill plan or add new or more team members to your account. Here's how you can easily manage these changes:
1. Upgrading Your Plan:
If you wish to upgrade your current Sybill plan to access additional features or accommodate more users, follow these steps:
Log in to your Sybill dashboard and navigate to the ‘Settings > Billing’ section.
Review the plans and click on ‘Choose Plan’ to select the one that best suits your needs.
You can also add new seats from this page.
Follow the prompts to complete the process and provide any necessary billing information.
2. Adding Team Members:
You can purchase the seats beforehand from the ‘Settings > Billing’ page, and then add your teammates from the settings section.
To invite team members to join your Sybill account, follow these simple steps:
Navigate to the Settings section of your Sybill account.
Click on “Team Management” in the left column.
Click on the “Add Members" button to initiate the process.
Enter the email address of the team member you wish to add. Make sure to use their valid and active email address.
Click on “Confirm.”
Choose the appropriate user role (Collaborator or Recorder) for the team member.
After adding a team member, Sybill will send an email invitation to the provided email address.
The invitation email will contain instructions for the team member to join Sybill and set up their account.
It's important to ensure that the team member receives the invitation email and follows the instructions to join Sybill successfully.
If you or your team members face any issue in this process, please contact our support team:
Email: hello@sybill.ai
Support portal: Click on the blue Intercom chat button at the bottom right of the page.