Plan Settings: How to work with plan settings?

Learn how to adjust plan details, manage safes, members and permissions.

This article provides you with information on where to review your plan information, adjust plan details, manage safes, members and permissions. The information below are based on the plan owner view. 

Plan 

• Go to the Profile Icon in the upper right corner and click on Plan

• The plan section show you
  • Plan - SecureSafe Business  
  • Plan Status - Active 
  • Payment - Information in next payment due date 
• By clicking the button Manage plan you are directed to the Mangage Subscripton page
  • view Subscription Details
    • Cancel Subscription (limited)
  • view and update Account Information 
  • view and update Billing & Shipping Addresses
  • view and update Payment Methods
  • view Billing History
  • Exit (back to Plan Settings)

Safe Information 

This section shows you how many safes (personal and team safes) have been used/created so for. The number on how many team safes can be created depends on your plan subscription. 

• Clicking on the Create Safe button allows you to create a new team safe via plan settings. 
  

Member Seats & Invite

The sections shows you how many memeber seat have been added already. The number of availabel seats depends on your plan subscription. 

• To invite members click on the Invite members button and enter the email address of the member you want to invite. 
  • Hit enter to select the email address
  • Add other email and select them to invite multiple members at once 
• Once done, click the Invite button
  
• In the plan member overview below you see the invited plan members, their assigned role and status. 
  
• By clicking on the 3 dots on the left hand site you will be able to 
  • Copy the email (for active members)
  • Re-sent invite or Cancel invite (pedning members)