How to Manage Seats, Admins, and LO Recruit Add-Ons in Your RETR Enterprise/CRM Account

Enterprise/CRM account admins can view and manage seats, admins, and LO Recruit add-ons themselves in the RETR Admin portal. You don’t need to contact your RETR rep or RETR Support.

What Can Enterprise Admins Do in the Admin Portal?

If you have admin permissions on your team’s Enterprise/CRM account, you can:

✅ View your user list, and download it as needed
✅ Add and remove seats
✅ Assign, revoke, and delete seats for individual users
✅ Add and remove other admins
✅ Add and remove LO Recruit export add-ons
✅ Assign LO Recruit add-ons to specific users
✅ Edit each user’s CRM settings
✅ Resend welcome emails
✅ View seat logs to see what users were added and when, which helps reconcile funds

How to Access the RETR Admin Portal

Step 1: Log in to RETR

Step 2: Open the Admin tab

Select the Admin tab near the top of the page.

How to Add or Remove Seats and LO Recruit Add-Ons

Step 1: Find your seat counts

In the Admin portal, look at the seat and LO Export counts on the left-hand side.

Step 2: Click the pencil icon

Click the pencil icon next to the seat count or the LO Export count.

Step 3: Change the count and save

Enter the new number, then save. Your billing updates automatically, so you don’t need to do anything else.

How to Assign an LO Recruit Add-On to a User

Step 1: Add LO Recruit add-ons to your account

Follow the steps above to increase your LO Export count.

Step 2: Turn on the LO Export toggle

Find the user’s email address and switch on the LO Export toggle next to it.

How to Add or Change Admins

Under the admin list, select Add/Modify to add a new admin or remove an existing one.

How to Revoke a Seat, Edit CRMs, or Resend a Welcome Email

Step 1: Find the user

Find the user in your seat list.

Step 2: Click Edit Seat

Click Edit Seat next to the user.

Step 3: Choose an action

Choose to revoke the seat, edit CRMs, or resend the welcome email.

Troubleshooting

Why am I getting an error when I decrease my seat count?

You may be trying to drop below the seat count in your contract. Contact your RETR account rep for details.

Why don’t I see the pencil icons next to my seat or LO Export counts?

Your account may not have self-service seat editing turned on. Contact your RETR account rep for help.

Note: You can’t reduce seats below your contracted minimum in the Admin portal. Your RETR account rep has to make that change.