# Team plans Canonical URL: https://docs.perisclaw.com/team-plans **Info: Being tested** Team plans are being tested and aren't available on all accounts yet. If ** Settings → Billing** doesn't show **Upgrade to Team**, they aren't on your account. A team plan puts everyone's Perisclaw on one bill. Each person keeps their own WhatsApp number and their own private assistant. Nobody on the team, including the owner, can read anyone else's chats or use their assistant or connected apps. The owner and admins see each person's name, role, number, and whether it's connected. ## Upgrade to Team You need a connected WhatsApp number. Your number becomes the team's first seat and you become its owner. ### 1. Open Billing Go to **Settings → Billing** and choose **Upgrade to Team** . ### 2. Name the team Enter the team name and the billing email for invoices and payment notices. Read **What changes** before you continue. ### 3. Confirm On a paid Pro plan, choose **Upgrade to Team**. Your subscription becomes the team plan with the same renewal date, and nothing is charged today. Without a paid plan, choose monthly or annual and **Continue to payment**. **Done when:** Billing shows your team plan and Settings shows **Team** . ### If your team is already set up If Perisclaw set up a team for you, or an earlier upgrade wasn't paid for, **Billing** says the team plan isn't active yet. For a team Perisclaw set up, choose **Activate team plan**; the team keeps its name, price per seat, and billing cycle. For an upgrade you didn't finish, choose **Finish upgrade**, or **Delete** the team to start again later. * **On a paid Pro plan:** your subscription becomes the team plan with the same renewal date, and nothing is charged today. Your Pro plan's cycle (monthly or annual) has to match the team's; if it doesn't, Billing says so. * **Without a paid plan:** you pay for your own seat today, at the team's price and cycle. * **From renewal:** the team is billed for the minimum number of seats Perisclaw set up, or one seat per number if that's more. Anyone who joins before then is charged for the rest of the billing period when they join. A Pro discount doesn't carry over to team seats. Upgrade isn't offered on a prepaid annual plan; contact us instead. If your payment is overdue, your plan is set to end, or a plan change is scheduled, Billing tells you what to fix first. ## Add people Go to **Settings → Team** and choose **Add people**. Enter the person's WhatsApp number or the email they sign in with. * We don't send them a message. The invitation waits on their **Billing** page the next time they sign in. * An invitation to a number appears once that number has connected to Perisclaw. * Invitations expire after 14 days. Cancel a pending one from its row menu. The person chooses **Join** or **Decline**. A member's WhatsApp number moves onto the team. Their own plan ends when they join and the unused part isn't refunded; for an annual plan, the card shows the date it was paid through. A complimentary plan is kept and comes back if they leave. Each person can be on one team. ## Roles The owner picks a role when adding someone. Admins can add members only. | Role | Who it's for | Can | | ----------- | ---------------------------------- | ---------------------------------------------------------------------------------------- | | **Owner** | The person who upgraded | Everything below, plus change roles, make an admin the owner, and cancel the plan | | **Admin** | People who run the team | Add and remove members, rename the team, and see the seat count | | **Billing** | Finance | Update the payment method, see invoices and the seat count, and change the billing email | | **Member** | Everyone with a number on the team | Use their own assistant and leave the team | Only WhatsApp numbers take seats. An admin or billing person without a number costs nothing. When an admin or billing person joins, they can also move their own number onto the team. ### If you don't use WhatsApp An owner, admin, or billing person doesn't need a WhatsApp number. Without one, you land on **Settings → Team** (owners and admins) or **Settings → Billing** (billing) when you sign in. If you later connect WhatsApp, your number goes on your own plan, starting with a 7-day free trial the first time you connect. To have the team pay for it instead, add it as a member and accept the invitation on **Billing**. Owners and admins can add themselves from **Settings → Team → Add people**; a billing person asks the owner or an admin to add them. ## Billing and seats Each seat is $20 a month, or $200 a year on an annual team plan. * **Adding a seat:** when a number joins and no paid seat is free, the rest of the current billing period is charged right away. The owner and billing people get an email about it. * **Removing someone:** there's no credit. The seat stays paid until renewal and the next person who joins uses it at no extra charge. * **Renewal:** the team is billed for the numbers on it. The owner manages the subscription from **Billing**. Billing people can update the payment method. If a payment fails and isn't fixed, the team plan pauses and every assistant on it pauses too. ## Leave or remove someone To leave, open **Billing** and choose **Leave**. The owner has to make an admin the owner first. Owners and admins can remove members from **Settings → Team**; the person gets an email and a WhatsApp message. Either way, the number goes back to the person's own account and their assistant pauses until they choose a plan. Without a plan it's disconnected after 3 days, and they can restore it for 30 days. Chats and connections stay the same. When the owner cancels the team plan, it ends after the paid period. Each person then needs their own plan. See [Account & billing](/account-and-settings) for personal plans.