Teams
A team buys a block of seats. One person is the team admin and fills the seats. The price per seat falls as the team grows.
| Job | Needs the role |
|---|---|
| Create a team, change seats, cancel a team | Finance, Membership manager or Owner |
| Add or remove members, rename, billing email, team admin, team newsletters | Support, Membership manager or Owner |
The search box matches a team's name, its admin's email and its billing administrator's email. Click Team or Team admin email to sort; the # column numbers what you see. Ten teams show a page. Use the arrows and page numbers under the list, or choose more under Rows per page.
Create a team
Press New team at the top right of the Teams screen. Only Finance, Membership manager and Owner see the button. It opens the New team page.
- Type the Team name and the Team admin email.
- Choose the Team plan. Seats (incl. team admin) fills in from the plan. Change it if needed.
- Choose Billing: free (comp), paid outside Stripe, a card, or Invoice — paid by bank transfer.
- Press Create team. The team's own page opens.
Invoice — paid by bank transfer
This choice sends an invoice instead of creating the team now. Extra fields appear: Bill-to name, Bill-to address, Days to pay and an optional Discount code. The seat count picks the plan, from 3 to 100 seats.
- Fill them in and press Preview invoice. FMS shows what will be sent.
- Press Create and send invoice. Team invoices opens with the new row marked.
FMS emails the invoice to the team admin. The team is created when the invoice is paid. The same form is on Team invoices → New invoice. See Send a team an invoice.
The team admin's email becomes the team admin and takes the first seat. Choose how it is paid for the same way you would for a person: comp, outside Stripe, or by card. Until every field is filled, the line under the button says what is still needed. Cancel goes back to the list.
Moves money
The card choices charge the team admin's card once, for every seat, when you press Create team.
No team plan yet
The page says No team plan yet and offers Open Plans. A team is sold on a team plan, so create one there first.
Manage a team
- Add a member puts somebody into a free seat. If the team is full, buy seats first.
- Make team admin hands over control. The person who was admin becomes an ordinary member.
- Remove frees the seat immediately.
- The search box above the seats finds one person in a big team. A team with more than ten seats pages them, ten at a time.
Billing administrator
The person who pays the invoice is often not the team admin — accounts payable, an office manager. Under the team's name, press Set (or Edit) next to Billing administrator and type their email; Save keeps it, a blank value clears it back to "same as the team admin". It is a note for staff: it does not change who receives Stripe emails or who can sign in.
A team still on PMPro
During the move from the old membership plugin, a team not yet handed over shows a yellow Still on PMPro box. Seat, admin, seat-count and newsletter changes are greyed out until it is handed over. The box has no button: its people move with everyone on the Cutover page. See Hand everyone over to FMS.
Change the number of seats
For invoice-billed teams, adding seats creates an invoice and holds the extra seats until payment is confirmed. Downgrades require staff assistance. You can also start that invoice from Team invoices → New invoice. The Billing column on the list says Invoice for these teams, and the Billing filter has an Invoice (Stripe) choice.
Card-billed teams: this charges the team
Adding seats changes their Stripe subscription straight away. Read the preview, and tell the team admin before you do it.
Removing seats works the same way in reverse. You cannot go below the number of seats already filled, so remove people first.
Team newsletters
A team can mute a newsletter for everybody in it. Individual members can still switch things off for themselves, but they cannot switch a team mute back on.
The team admin can do this from the website too. On their own My Newsletters page they now choose Make changes for: your account or the whole team — their own account by default, so editing their newsletters never surprises their colleagues.
If the team admin is not a member yet
They become one the moment you create the team. Granting a team plan creates the team, the admin's member record and their seat together, so there is never a team whose admin FMS does not know.
If they have no website account either, they sign up on the website with the same email address and the two join up on their first sign-in. Use the address you gave the team, not a different one — a second address makes a second member.
Invoices and bank/Wise payments
A team can pay against an invoice instead of a card. Switching it on, watching the invoices and confirming a transfer are all on one screen. See Team invoices. What the team admin sees is on Paying by invoice.