How do I adjust the seats on my Enterprise/CRM account?

If you have admin permissions on your team's enterprise/CRM account, you can easily access your enterprise portal and add, assign, revoke, and delete seats, adjust your team's CRM settings, and add or remove LO Recruit add-ons for your users. No need to reach out to your RETR rep or RETR Support!

To access the admin portal, log in to your account and select the admin tab towards the top.

Once in the portal, you'll see options to add/remove seats and add/remove LO Recruit export add-ons via the pencil icons next to your seat counts on the lefthand side. You can also use the Edit Seat next to each user to revoke the seat, edit CRMs, or resend welcome emails.

Any changes to your billing (add/removal of seats/add-ons) will adjust automatically, so once you make your changes and save you're all set!

For LO Recruit add-ons, once you have added them to your account, you can use the LO Export toggle next to each users email to assign the add-on to a specific user. 

Below is a video explaining the various actions you can take within the admin portal:

If you're seeing an error message when trying to decrease your seat count, you may be trying to reduce your seat count below your contractually agreed count. Please consult your RETR account rep for more information. 

If you don't have the pencil icons next to your seat and LO Export counts, please reach out to your RETR account rep for assistance!