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How to Automate Team Replacement Options

Would you like to give your team admins (also called “Parent Users”) the option to upgrade / downgrade their team’s access?

You can automate this replacement (which can be an upgrade or downgrade), to reduce manual work and increase customer satisfaction.

NOTE: This is an advanced replacement option related to AccessAlly’s team license feature.

Why Use a Team Replacement Option

There are three general scenarios where you might want to use a team replacement option:

#1. Require Teams to Pay for More Team Member Slots

In this scenario, you might sell standard 5-person team licenses for $100. However, you would like to give your team admins the option of adding 5 more licenses to their team for a discounted $75.

Tutorial here: How to Create an Order Form to Increase Team Size

#2. Require Teams to Pay More for Additional Access

If you offer various team access levels (“Basic”, “Gold”, etc.), you want to allow team admins to upgrade their access to the higher level. In this case, you can create an order form that puts them on the upgraded subscription format (usually at an additional cost), AND gives them the additional access tags they need.

Tutorial here: How To Create an Team License Order Form For Upgraded Access

#3. Allow Teams to Downgrade Their Access

Using the same team access level example from abov (“Basic”, “Gold”, etc.), you might want to allow team admins to downgrade their teams’ access, without deleting the team itself.


Note: You can, of course, go crazy with the management options that you want to offer your teams. However, we do recommend keeping the setup as simple as possible. All too often a super-abundance of options leads to overwhelm and confusion and proves an unnecessary strain on your business resources (in terms of setup, maintenance, & troubleshooting)

Updated on July 9, 2019

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