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What is the Team plan and how do I manage it?

The Team plan allows you to empower your organization with AI.

The you.com Team Plan allows you to bring the power of YouPro to your entire organization. Manage user access, control billing, and collaborate more effectively with your team. This guide will walk you through the key features and setup process for Team Plan.

What is the you.com Team Plan?

The Team Plan is a collaborative workspace that enables organizations to:

  • Add multiple team members to a shared YouPro subscription
  • Manage user access and permissions
  • Centralize billing for the entire team
  • Enjoy unlimited usage of all YouPro features

Key Features

  1. Team Management: Easily add, remove, and manage team members.
  2. Centralized Billing: One invoice for your entire team's YouPro usage.
  3. Flexible Seat Management: Add or remove seats as your team grows or changes.
  4. SSO Integration: Seamlessly integrate with your existing authentication systems.
  5. Admin Controls: Manage team settings, plan details, and user permissions.

Setting Up the Team Plan

Step 1: Upgrade to the Team Plan

  1. Log in to your Pro account.
  2. Navigate to Settings > Plan.
  3. Click on "Upgrade to Team Plan".
  4. Choose your initial number of seats and billing cycle (monthly or annual).

Step 2: Set Up Your Organization

  1. Enter your organization name and upload a logo (optional).
  2. Select your primary use case (e.g., Marketing, Engineering, Product Management).
  3. Review and accept the Terms of Service for Team Plan.

Step 3: Invite Team Members

  1. Go to Settings > Team Management.
  2. Click on "Invite Users".
  3. Enter the email addresses of team members you want to invite.
  4. Assign roles (Admin or Member) to each invited user.

Step 4: Configure SSO (Optional)

For Teams with five or more users, SSO is available. For enhanced security and easier user management, you can set up Single Sign-On (SSO) for your organization. 

  1. Go to Settings > Team Details: you.com/settings/team-details
  2. Click on "Enable SSO".
  3. Follow the step-by-step guide to configure SSO with your identity provider.

 

Managing Your Team

Adding Seats

  1. Go to Settings > Team Management.
  2. Click on "Manage Seats".
  3. Enter the number of additional seats you need.
  4. Review the updated pricing and confirm.

Note: For monthly plans, you can add or remove seats at any time. For annual plans, you can add seats anytime, but removals take effect at the end of the billing year.

Removing Team Members

  1. Go to Settings > Team Management.
  2. Find the user you want to remove.
  3. Click on the "..." menu next to their name and select "Remove from Team".
  4. Confirm the removal.

Changing User Roles

  1. Go to Settings > Team Management.
  2. Find the user whose role you want to change.
  3. Click on the "..." menu next to their name and select "Change Role".
  4. Choose the new role and confirm.

Billing and Plan Management

Viewing Your Plan Details

  1. Go to Settings > Plan.
  2. Here you can see your current plan, number of seats, next billing date, and total cost.

Updating Payment Information

  1. Go to Settings > Plan: you.com/settings/plan
  2. Click on "Manage Payment Method".
  3. You'll be redirected to our secure payment portal to update your information.

Downloading Invoices

  1. Go to Settings > Plan: you.com/settings/plan
  2. Click on "Manage Payment Method".
  3. Find the invoice you need and click "Download".

Canceling Your Subscription

  1. Go to Settings > Plan: you.com/settings/plan
  2. Click on "Manage Plan"
  3. Select "Cancel subscription"
  4. Confirm that you'd like to cancel the subscription by selecting the "Cancel subscription" button on the next page

Additional FAQs

Q: What's the minimum number of seats for a Team Plan?

A: The minimum is one seat per workspace. 

Q: What's the maximum number of seats for a Team Plan?

A: The maximum is 100 seats per team. 

Q: Can I switch between monthly and annual billing?

A: Yes, you can switch at the end of your current billing cycle. Contact our support team for assistance.

Q: What happens to a user's data when they're removed from the team?

A: Their personal you.com data remains intact, but they lose access to team-specific features and shared resources.

Q: Is there a limit to how many teams I can be a part of?

A: Yes, you can only be a member of one Team Plan per email.

Q: I’m currently an active annual Pro subscriber. What happens to the remaining months on my plan if I upgrade to a Team subscription? 

A: Please reach out to support here for help canceling your existing Pro plan and issuing a prorated refund for any remaining months.

Q: Can I purchase or manage a Team plan on the mobile apps?

A: No. Use the you.com on the web or mobile-web to purchase and manage a Team plan.

Need more help? Here are some guidelines for Admins on submitting support requests

If you encounter any issues, our Support team is available 24 hours a day, Monday through Friday, and 9 AM to 5 PM PT on Saturday and Sunday. Please use the support form on our Contact page to contact us. This form will prompt you to provide some necessary details, including which product and plan you are using and the urgency of the issue. Below, you can find a list outlining all of the details required to ensure the quickest and most efficient resolution to your issue.


If you are experiencing technical issues (for example, you are receiving error messages when attempting to make a query), please first walk through the basic troubleshooting steps under “What if I am having technical issues” located underneath the support form on the Contact page before reaching out to the Support team.

Key Information to Include in Your Support Request

  • Contact Information
    • Your Name
    • The email address associated with your account as well as those of any other accounts that are affected by the issue.
  • Detailed Description of the Issue
    • What Happened: Clearly describe the issue you are experiencing. Include any error messages, unexpected behavior, or features that aren’t working as intended.
    • Steps to Reproduce: Outline the exact steps to recreate the issue.
  • Contextual Information
      • Time and Date: When did the issue occur? Providing the exact time can help in diagnosing the problem.
      • Frequency: Is this a one-time issue or a recurring problem? If it’s recurring, how often does it happen?
      • Environment: Specify the platform and browser you are using, as well as what version (ex: macOS Sequoia 15.2, Chrome v131.0.6778.265).
  • Model: If the issue is related to model behavior, specify the model or Agent that you were using when this behavior occurred.
  • Chat transcript URL: If the issue is related to model behavior, include a link to the chat transcript URL. In the web app, this can be found by clicking the Share button in the top right corner of a chat and copying the URL in the modal that appears. In the mobile app, it can be found by pressing down on the chat listing in the chat history drawer, selecting Share from the menu that appears, and then selecting Copy.
  • Screenshots or Attachments
    • Visual Evidence: If applicable, include screenshots or screen recordings that illustrate the problem.
  • Previous Troubleshooting Efforts
    • What You Tried: Mention any steps you’ve already taken to resolve the issue.
  • Impact Assessment
    • Urgency: Describe how this issue affects your team. Is it blocking critical work, or is it a minor inconvenience?
    • Affected Users: How many users are impacted by the issue?