Get notified when people upgrade to a paid seat
On paid plans, people can switch from a free seat to a paid seat in two ways: an admin can upgrade them, or they can upgrade themselves.
If you are an admin, you can set up email notifications to keep track of who has upgraded and what action led to their upgrade.
Set up notifications for new paid seats
To set up email notifications for upgraded seats:
- From the file browser, click Admin.
- Select the Settings tab.
- Under the Billing notifications section, click Seat upgrade digests.
- Select one, or both, from the Daily or Weekly options:
- Daily: Get an email every day listing new paid seats from the previous day.
- Weekly: Get an email every Monday listing new paid seats from the last Monday to Sunday period.
- Choose whether to send emails to all admins on the team or only certain admins.
- Click Save.
To set up email notifications for upgraded seats:
- From the file browser, click Admin.
- Select the Settings tab.
- Under the Billing section, click Seat upgrade digests.
- Select one, or both, from the Daily or Monthly options:
- Daily: Get an email every day listing new paid seats from the previous day.
- Monthly: Get an email on the first day of the month listing new paid seats for the previous month.
- Choose who should get notified:
- All admins: All organization admins
- Specific admins: You can select which organization admins to notify. If you start typing someone’s name and they don’t show up, consider double-checking whether they are an organization admin.
- Click Save.
Tip: Consider letting other admins know when you’ve turned on email notifications so they know what to expect when the first email arrives.