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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:

PlanIncluded seatsAdditional seat price
Professional3$150/month
Advanced5$250/month
EnterpriseCustomCustom

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 page — within the included Professional seat count
crm.aggrandizelabs.com/settings/members

Members

Manage who has access to your organization

2 of 3 seats usedInvite

Current Members (2)

Y
You(you)
devon@northwindarch.example
owner
SC
Sarah Chen
sarah@northwindarch.example
admin

Pending Invitations (0)

No pending invitations

Adding team members

  1. Go to Settings → Members
  2. Click Invite
  3. Enter their email address and select a role (Admin or Member)
  4. They receive an invitation email and the invite appears in the Pending Invitations list
Pending invitation pushes the team past included seats
crm.aggrandizelabs.com/settings/members

Members

Manage who has access to your organization

4 of 3 seats usedInvite

Current Members (3)

Y
You(you)
devon@northwindarch.example
owner
SC
Sarah Chen
sarah@northwindarch.example
admin
MR
Marcus Reed
marcus@northwindarch.example
member

Pending Invitations (1)

newhire@northwindarch.example
Invited by You · Expires in 5 days
member

When a new member joins and you exceed your included seat count, the additional seat charge is added to your next invoice automatically — $150/month per extra seat on Professional, $250/month on Advanced, prorated to the day they accepted.

Removing team members

  1. Go to Settings → Members
  2. Find the member you want to remove
  3. Open the three-dot menu and click Remove to confirm
Three-dot menu — Remove a member to free the seat
crm.aggrandizelabs.com/settings/members

Members

Manage who has access to your organization

3 membersInvite

Current Members (3)

Y
You(you)
devon@northwindarch.example
owner
SC
Sarah Chen
sarah@northwindarch.example
admin
MR
Marcus Reed
marcus@northwindarch.example
member
Change to admin
Remove member

Pending Invitations (1)

newhire@acme.example.com
Invited by You · Expires in 5 days
member

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 itemAmount
Aggrandize Professional · monthly$2,500.00
Additional seats (2 × $150)$300.00
AI credit usage (April)$42.18

See Plans & Pricing for the per-seat addon rate on each tier.

Who can manage members?

Only Owners and Admins can invite or remove members. The Members card in Settings is hidden for the Member role.

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