Team members and seats

Teammates get their own login to the same vendor list. Your office manager, project manager and bookkeeper can all work from one account.

Seats per plan

• Free: 1 seat (just you)
• Starter: 2 seats
• Pro: 10 seats
• Founding Lifetime: 10 seats

A seat is used by each person on the team and by each invite that hasn't been accepted or expired yet. The Team page shows how many seats are in use.

Invite a teammate

Only the account owner can invite people.

1. Go to Team.
2. Under Invite a teammate, enter their work email and click Send invite.
3. They get an email with a link. They open it, enter their name, choose a password and they're in.

An invite link is valid for 7 days. Until it's accepted, it shows under Pending invites.

Each email address can belong to only one GreenlightSubs account. If the person already has an account with that email, the invite can't be sent.

What owners and members can do

Members can: add and edit vendors, send requests, add and delete documents, review and approve uploads, import spreadsheets, pause and archive vendors, and see everything in the account.

Only the owner can: change company and reminder settings, add or change document types, choose or change the plan and billing, invite and remove teammates, and permanently delete vendors.

Emails teammates get

• Every teammate gets an email when a vendor uploads a document.
• Each teammate can turn their own daily digest on or off in Settings, under Your profile.

Remove a teammate

1. Go to Team.
2. Click Remove next to their name and confirm.

They lose access straight away. The work they did stays in the account. The Activity log shows each action and whether it was done by you, a teammate, a vendor or GreenlightSubs.