Remove seats from your Chartnote Team Subscription

Removing users from your Team subscription

This guide provides a straightforward process for effectively removing users from your subscription, ensuring you maintain control over your account. With clear steps outlined, it eliminates confusion and saves you time. Whether you're managing a small team or a larger organization, following this guide will help streamline your user management tasks efficiently.



Step-by-step

  1. Confirm you’re in Team context
    At the top of Chartnote, switch from Personal to your Team workspace.

  2. Select your Team
    If you belong to more than one team, choose the specific Team you want to manage.

  3. Open Settings
    Click Settings (gear icon) in the Team workspace.

  4. Go to Teams Management
    In Settings, choose Teams Management.

  5. Open Subscription
    In Teams Management, click Subscription.

  6. Choose Update/Manage
    Click Update or Manage to open the subscription editor.

  7. Click Update Subscription
    This opens the seat editor.

  8. Remove seats
    Decrease the number of seats to the desired count.
    Tip: If prompted, make sure your active members don’t exceed the new seat count—remove or reassign users as needed.

  9. Click Continue
    Review the summary of changes.

  10. Click Confirm
    Confirm to apply the new seat count.

  11. You’re done
    Head back to chartnote.com (or click the ⚡️ Chartnote logo) to return to your workspace.

Troubleshooting

  • Can’t find Update/Manage: You may not have the right permissions; ask a Team admin to adjust seats.

  • Seat count won’t decrease: Ensure the number of active members is ≤ the new seat count.


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