Adding your team to your Probcast account means everyone can see the same forecasts and action windows. This article covers how to add a new user, what each role can do, and how billing works when you add someone.
Adding a new user
1. Go to your company settings and click the Users & roles tab.
2. Click + New user.
3. Enter the person’s email address, choose their role, and decide whether to send them an email invite (see below for details on roles and how the invites work).
And that’s it!
Roles explained
We’ve kept things simple, with just two roles:
Member: view-only access. Members can see your forecasts but can’t change any settings or add new users.
Admin: full access to everything. Admins can change settings, add new users, access the billing page and more.
Sending an email invite
When you add someone, you can choose to send them an email invite. Here’s what it looks like:
For security reasons, invites expire after 24 hours. If someone doesn’t accept in time, don’t worry! You can resend the invite (see below). Or ask them to go to app.catchmentai.com, click New account and follow the sign-up steps.
When they sign up, they’ll automatically be recognised as part of your company and will have access to all your forecasts.
Managing pending invites
Anyone who hasn’t accepted their invite yet will appear under pending invites.
To resend an invite, click the Resend invitation email icon next to their name.
To cancel an invite, click the three dots next to their name and select Cancel invitation.
How billing works
Your Probcast subscription is charged per billable seat. You can see how many you have in the Billable seats box at the top of the Users & roles tab.
Everyone you add to your company counts as a billable seat. This includes people with pending invites who haven’t accepted yet. Each time you add a new user, this number goes up.
If someone from our team at Catchment AI has access to your account, they’ll appear in the Non-billable admins section instead. They don’t count towards your seats, so you won’t be charged for them.
When you add a new user and have an active subscription, you’ll see a reminder that this will increase your bill. You’ll then be taken to Stripe to approve the charge.
You’ll only pay for the time left on your subscription. For example, if a seat costs £120 a year and you have exactly 9 months left, you’ll be charged £90 for the new user.
Changing roles and removing users
To switch someone between Admin and Member, click the three dots to the right of their name in Users & roles and select Edit roles.
To remove someone from your account, click the three dots to the right of their name and select Remove user.
If anything’s not working as expected, we’re always happy to help. Just click the chat icon in the bottom right and we’ll get you sorted.