Back to RocketReach

Change Team Seat Plan Level

How To Change Plans for a Team Member

Note:  The following steps do not apply to directly-purchased accounts. Enterprise Team Admins should please contact their Customer Success Manager for assistance.

  1. Visit the Team Management Page on your Account
  2. Click 'Manage Team'
  3. Select the desired plan from the drop-down menu.
  4. Confirm your selection to complete the change. 
  5. Purchase New Plan

1.  Visit the Team Management Page on your Account 

Click your initials in the top right-hand corner of your page.  Within the dropdown menu, select 'My Team'

Screenshot 2023-08-16 at 1.27.30 PM.png

The direct link to your Team Management Page is HERE

2.  Click Manage Team 

Screenshot 2023-08-16 at 1.57.14 PM.png


3.  Click the Down Arrow to View Plans 

Next to each team seat, you will see a down arrow appear when hovering.  Click the down arrow to view available plans. 

Screenshot 2023-08-16 at 2.11.40 PM.png


4.  Select Desired Plan 

Select the desired upgrade or downgrade plan for each team seat you would like to update.   

**To update the plans for the entire team, each team seat must be updated individually by following Steps 3 & 4 outlined in this help article. 

Screenshot 2023-08-16 at 2.12.25 PM.png

5.  Purchase New Plan

Once all team seat plans have been updated, you can now purchase the new plan by clicking 'Purchase Team Plan' 

Screenshot 2023-08-16 at 2.15.25 PM.png



⚠️ When upgrading your team seats mid-credit cycle, each seat will receive prorated lookup credits based on when you make the change during the team's normal billing cycle. The charge will be reflected on the next billing invoice.

When Downgrading your team seats, the downgraded plan will take effect on your next billing invoice. 



Have more questions? Talk to us
Video training makes everything easier! Improve your search results with our FREE course of 30-second video lessons. Check it out