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How To Reassign a Team Seat

Step by step instructions to transfer a seat to another user

Written by Jimmy Hyde

If someone in your Quickli Organisation no longer needs access and you'd like to assign their seat to someone else, you can follow these steps

  1. Go to your Organisation Settings and click the garbage can icon next to the user you'd like to remove

  2. Once the user has been removed, return to your Organisation Settings, enter the new user's email address, and click Invite.

A few things to keep in mind:

  • Since you have already purchased the seat, removing a user and then inviting someone else will not incur another fee.

  • Make sure the old user is removed before inviting the replacement. Otherwise, the system could potentially treat the invitation as an additional seat, depending on how seat limits are enforced.

  • If the user you are adding has not set up a Quickli account before, they will be prompted to do so after they accept your invite.

  • Removing a user doesn’t necessarily reduce the number of paid seats. If the organisation is paying for a set number of seats, removing someone simply frees up that seat for another user. It does not reduce the subscription or future billing automatically.

If you have any questions, reach out to the support team via the chat window in the bottom right corner of your screen :)

Happy calc'ing!

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