Managing Seats
Add or remove team member seats on your plan.
What is a seat?
A seat is one named team member with full access to your Aggrandize organization. Every person who logs in and uses the CRM needs their own seat. Pending invitations also count against your seat total — they're reserved the moment you send them.
Included seats
Each plan includes a number of seats at no extra cost:
| Plan | Included seats | Additional seats |
|---|---|---|
| Professional | 3 | Add anytime, per-seat monthly rate |
| Advanced | 5 | Add anytime, per-seat monthly rate |
| Enterprise | Custom | Custom |
Per-seat rates are set with your plan — they appear in the app when you add seats and on every invoice.
When your team is within the included seat count, the seat indicator at the top of the Members page reads simply "N members." No extra charges apply.
Members
Manage who has access to your organization
Current Members (2)
Pending Invitations (0)
Adding team members
- Go to Settings → Members
- Click Invite
- Enter their email address and select a role (Admin or Member)
- They receive an invitation email and the invite appears in the Pending Invitations list
Members
Manage who has access to your organization
Current Members (3)
Pending Invitations (1)
When a new member joins and you exceed your included seat count, the additional seat charge is added to your next invoice automatically at your plan's per-seat rate, prorated to the day they accepted.
Removing team members
- Go to Settings → Members
- Find the member you want to remove
- Open the three-dot menu and click Remove to confirm
Members
Manage who has access to your organization
Current Members (3)
Pending Invitations (1)
The seat is freed immediately. If this brings you back within your included seat count, the prorated addon charge stops accruing on your next invoice.
To free a pending invitation seat instead, click the X next to the invite in the Pending Invitations list.
What shows up on your invoice
If you have addon seats, the next monthly invoice itemizes them separately:
| Line item |
|---|
| Aggrandize Professional · monthly |
| Additional seats (2 × per-seat rate) |
| AI credit usage (April) |
See Plans & Pricing for what each plan includes.
Who can manage members?
Only Owners and Admins can invite or remove members. The Members card in Settings is hidden for the Member role.