You might be satisfied with the features and capabilities of your subscription plan but need to adjust the access of some team members to your Melio account.
Adding or removing users impacts your subscription billing. This article explains how.
This article is relevant for: Core subscribers, and Boost subscribers.
Note: Are you subscribed to the Go plan?
The Go plan allows access to the business owner only.
To add other team members to your account, start by upgrading your plan.
This article will cover:
What happens when adding users?
The new members are added immediately.
When adding team members in the middle of a billing cycle, we'll calculate the cost difference for the remaining days until the next billing cycle.
Let’s see an example:
- Your plan: Core, includes 1 user, monthly billing cycle, $25 per month
- Adding 3 more team members.
- Time of adding: May 10.
- The billing cycle starts on day 1 of each month.
The monthly cycle is 30 days. Therefore, there are 20 days left for the current billing cycle.
How billing is calculated
Proration in May: [Price per user * (numbers of days left in May/monthly cycle)] * 3 users = $10 * (20/30) * 3 users= $6.66 * 3= $20
Renewal billing for June:
Cost of the Core plan + 3 additional users + prorated cost from May= $25+$30+ $20= $75
Follow these steps to add a team member to your account.
What happens when removing users?
Removing users takes effect immediately.
Important note
Removing users from an annual billing cycle is impossible.
How billing is calculated
If you remove seats in the middle of the billing cycle, we will calculate how many days until the next billing cycle will be affected by this change.
This amount will then be deducted from your next subscription bill, ensuring you only pay for the time users actually access your account.
Let’s see an example:
- Your plan: Core, includes 1 user, additional 1 user, monthly billing cycle, $35 per month
- Removing 1 user.
- Time of removal: May 15.
- The billing cycle starts on day 1 of each month.
The monthly cycle is 30 days. Therefore, there are 20 days left for the current billing cycle.
- Credit for 1 user in May: price per user * (number of days used in May/monthly cycle)
- Renewal billing for June: Core plan with 1 user included- credit for 1 user removed in May= $25 - $5= $ 20
Follow these steps to remove a team member from your account.