If you are the owner or controller of your Asset-Map account (with the Team Manager/Billing Manager role) you have the ability to purchase an advisor seat license and/or a delegate seat license right from within the application on the Team Settings/Membership page.
Once the quantity has been increased and you've confirmed, you will then have the ability to invite the new advisor(s) or delegate(s) from the same Team Settings interface.
Your invoice will change and be charged within one business day to reflect the new quantity of seat licenses.
Note: if you formerly had a delegate who left your organization, and you are already paying for the delegate seat license, there is no need to use this feature to buy another seat. Simply invite the new delegate using the Invite Member button, above the Purchase Seat button.
Steps | Notes (click image to enlarge) |
Click Team Settings under your likeness in the upper right area. | |
Click Membership then Purchase Licenses | |
Adjust the desired quantity of additional advisor and/or delegate seats. Press Purchase Licenses. | |
On the Confirm Purchase page, review the information and press Confirm Purchase to complete your purchase, or Back to adjust your purchase. (Your invoiced amount will change and be charged within the next business day.) |
π Remember to invite your new advisor or delegate. Here's how.
Tags: buy, seats, account, billing, invoice, subscription, license
10/2021