Admins are the only User Role that can allocate existing Seats or purchase additional Seats for their Account.

Users & Seats

Purchasing a new Seat

Most accounts have a set amount of seats to fill that was chosen to fit your current business needs and allows you to grow. If you have hit that limit, adding one to a couple additional seat is easy. If you need more than a couple seats, contact your Account Representative to confirm the best course of action.

Navigate to the Users & Seats or Team page, following the instructions based on your Account View:

Core View

Without Departments With Departments

In the left navigation, expand Account and select Users & Seats.

1. At the top of the left navigation, expand the dropdown menu under the username indicating the current Department and select All.

   

2. In the left navigation, expand Account and select Users & Seats to see all users across Departments. 

Please note that the Department dropdown menu above Profile in the left navigation also has navigation to a Users & Seats page that is dedicated to the users of the current Department.

Project View

Without Departments With Departments

In the left navigation, click Team.

1. At the top of the left navigation, expand the dropdown menu under the GoCanvas logo indicating the current Department and select All.

   

2. In the left navigation, expand Account and select Users & Seats to see all users across Departments.

Please note that when Departments are enabled, the Team page is dedicated to the users of the current Department.

1. In the upper right corner of the page, click Purchase Seats.

   

2. Under Seats, enter the number of seats you wish to add.

3. Click Next.

   

4. Confirm that all information under Billing Contact is correct.
5. Click Next.
6. Under Payment Info, confirm that the default payment is correct. If a different method is preferred, click Edit and complete the required fields for your preferred Payment Type.
7. Click Next.

8. Click Confirm Purchase.

   

Adding a user to an open Seat

If your account already has an available seat to fill, assigning it to a user is simple.

Navigate to the Users & Seats or Team page, following the instructions based on your Account View:

Core View

Without Departments With Departments

In the left navigation, expand Account and select Users & Seats.

1. At the top of the left navigation, expand the dropdown menu under the username indicating the current Department and select All.

   

2. In the left navigation, expand Account and select Users & Seats to see all users across Departments. 

Please note that the Department dropdown menu above Profile in the left navigation also has navigation to a Users & Seats page that is dedicated to the users of the current Department.

Project View

Without Departments With Departments

In the left navigation, click Team.

1. At the top of the left navigation, expand the dropdown menu under the GoCanvas logo indicating the current Department and select All.

   

2. In the left navigation, expand Account and select Users & Seats to see all users across Departments.

Please note that when Departments are enabled, the Team page is dedicated to the users of the current Department.

1. In the upper right corner of the page, click Add Users. Or click Fill Seat on a row labelled Open Seat.

   

   

2. Enter the user's First Name, Last Name, and Email.
3. Expand Role and select a User Role.

4. If you want to set the user's password yourself, deselect the checkbox beside Send email to set password.

   

5. Assign forms to the new user by selecting the checkbox by the corresponding form. Or select the checkbox for Assign Form(s) to assign all forms in the Account at once. 
6. Deselect the checkbox next to Send notification to user if they have new forms if you do not wish to send the notification.

7. Click Save.

   

Tutorial video